Money For the Rest of Us

Exploring the shift to faster trade settlements from T+2 to T+1, the benefits, costs, and challenges involved. Discussing BlackRock and Franklin launching Treasury funds on the Etherium network. Delving into optimization in blockchain technology and the use of satisficing and rules of thumb to cope with complexity.

Learn about the growth of national debt over 50 years, factors impacting debt levels like interest rates and economic growth, potential U.S. debt default scenarios, investing strategies to protect against debt uncertainties, and the importance of diversifying portfolios amid economic uncertainties.

Explore how households and businesses can opt out of the national debt scheme. Learn about central banks monetizing debt through quantitative easing. Understand the implications of infinite money creation, debt monetization, and inflation. Delve into Federal Reserve liabilities, solvency risks, and GDP dynamics. Gain insights on money creation, quantitative easing impact, and quantitative tightening on asset prices.

Explore why a country can't default with its own currency, how central banks control interest rates, and if government borrowing crowds out the private sector. Learn about money creation, inflation risks, and cases of Japan and Venezuela. Understand the perpetual nature of national debt, its implications on investors, and the impact of large budget deficits on the private sector. Delve into the connection between Treasury bonds, bank loans, and money creation, along with Japan's inflation commitment and debt monetization strategy.

Explore the underperformance of global small-cap stocks compared to large-cap stocks, reasons behind it, and the potential for double-digit returns. Discuss the importance of quality when investing in small caps and the benefits of considering small caps in a diversified portfolio.

The podcast discusses the illusion of inflation and currency debasement, questioning the normalcy of rising prices and decreasing purchasing power. It explores central banks' strategies to combat deflation, the impact of inflation on debt and housing, and the role of assets like gold and Bitcoin in overcoming currency debasement.

Analysts discuss the attractiveness of investing in emerging market bonds, comparing their performance to U.S. bonds and examining default rates. They explore the differences between local currency and USD-denominated bonds and discuss reform efforts in emerging market nations. Investment options, risks, and potential outcomes in the emerging markets bond market are analyzed.

Financial advisor Josh Jalinski discusses constructing portfolios, factor investing, and managing retirement assets. They explore asset classes like dividend investing and leveraged loans, and strategies for maximizing wealth. Topics include growth versus value investing, equity REITs, China, and managing regret.

Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress.Topics covered include:How consumer sentiment surveys are designed and their current findings.Reasons behind consumer frustration with increasing prices amidst declining inflation rates.The magnitude of the inflation shock and its underlying causes.The concept of reference prices and their significant role in shaping consumer sentiment.Factors contributing to the high levels of economic uncertainty among households.Key elements required for enhancing consumer confidence in their economic future.The political repercussions stemming from widespread economic dissatisfaction.SponsorsBetterment – the automated investing and savings appLong Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of the world’s best alternative asset investments. Learn more here.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesSurveys of Consumers—University of MichiganConsumer sentiment climbs amid split views on business outlook—University of MichiganThe Purchasing Power of American Households—U.S. Department of the TreasuryUnemployment Rate—St. Louis FedWe Still Don’t Believe How Much Things Cost by Rachel Wolfe and Rachel Louise Ensign—The Wall Street JournalIt’s Been 30 Years Since Food Ate Up This Much of Your Income by Jesse Newman and Heather Haddon—The Wall Street JournalConsumers are increasingly pushing back against price increases — and winning by Christopher Rugaber—Yahoo! FinanceKraft Heinz ups ad spend, changes leadership by Christopher Lombardo—StrategyMany Americans Believe the Economy Is Rigged by Katherine J. Cramer and Johnathon D. Cohen—The New York TimesCovid-19 Coronavirus Pandemic—WorldometerRelated Episodes380: How Stories Drive Our Happiness and Financial Success294: How Stories Go Viral and Drive Economic Events286: Coronavirus and the Financial Impact of PandemicsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Delve into covered call strategies for generating income, understanding risks, and realistic return expectations. Explore topics like mechanics of covered call options, risks and gains, and strategies with index funds. Learn about investments like JP Morgan Equity Premium Income ETF and Global X NASDAQ 100 Covered Call ETF. Compare covered call ETF returns with underlying TLT ETF and explore income generation with put options.