Podcaster. Author. Fintech cofounder @AssetCampHQ
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by David Stein
567: Why Stock Pickers Keep Losing to Index Funds, and Who Is Winning Instead
As indexing grows, active stock pickers are underperforming the market by increasingly large margins, even as their skill improves. In this episode, we explore why this is happening and consider whether active managers can outperform again. Finally, we explain how to position your portfolio using index funds and ETFs without overweighting the S&P 500 Index.
A Fed Shrouded in Mystery Threatens Accountability and Economic Stability
Over the past century, the Federal Reserve and central banks across the world have continuously evolved toward greater transparency in their public communications. Monetary authorities were historically secretive and shied away from revealing too much information as central bankers believed that less communication preserved their policy flexibility. Silence insulated them from short-term political pressure, thereby improving monetary policy effectiveness—or so the argument went.
The Fed’s Arbitrary 2 Percent Inflation Target and a More Accountable Monetary Policy
At the end of his tenure as Fed chair in 2013, Ben Bernanke spoke at the commemoration of the Federal Reserve’s centennial. “We must continue to emphasize two other essential values—transparency and accountability,” he said, reflecting on the central bank’s evolving role.
Monetary Policymakers Need to Show Their Work—and Congress Should Help
The reduction in communication under Fed Chair Kevin Warsh has demonstrated that the FOMC’s march toward transparency since Alan Greenspan was neither inevitable nor irreversible. So far, Kevin Warsh’s Fed seems to treat obscurity as a virtue. This backsliding illustrates the need to reevaluate and codify both the Fed’s operating procedures and Congress’s role in monetary policy.
Is Frank Sanchez overrated?
- Sanchez has a 0-7 (one RET loss) record (Boxrec) against mutual Hrgovic opponents Larduet and L.
Bonus Episode: U.S. Stocks Might Not Be as Expensive as You Think
In this off-week bonus episode of Money for the Rest of Us, we look at the possibility that current U.S. stock valuations are justified and the market is not overvalued. Topics covered include: Two ways to measure P/E ratios and which is more accurate How record profit margins are affecting P/E ratios How concentration risk is at an all-time high for U.S. stocks How the stock market’s direction will depend on whether profit margins expand, contract, or stay the same.
Vair-sur-Loire. La commune désignée ville grand départ du Région Pays de la Loire Tour 2027
Le Région Pays de la Loire Tour, ce sont quatre jours de course cycliste, masculine et féminine, sur 700 kilomètres de... Il vous reste 90% de l'article à lire. Vous devez bénéficier d'un abonnement premium pour lire l'article. Abonnement sans engagement Restez informé ! Recevez des alertes pour être au courant de toutes les dernières actualités. A lire aussi
566: What If You Only Invested at Stock Market Peaks?
We analyze long-term stock returns when investing at market peaks and bottoms, and when stocks are cheap or expensive. We also share what we think stocks will return over the next decade and why. Finally, we simulate the investment outcomes for someone who invests $50 per week.
Data-driven planning for cloud migration using AWS Storage Assessment
Data is the foundation of AWS Cloud migration, and choosing the right storage services is one of the earliest, most critical decisions enterprises face. Migrating to AWS storage is a chance to get right-size: you drop the wasted capacity you’ve been paying for and avoid the hardware refresh cycle that makes on-premises scaling so painful. However, incorrect storage sizing risks performance bottlenecks, cost overruns, or availability gaps that could derail your migration.
Inside the AWS Storage Assessment: How intelligent analysis replaces guesswork
A completed storage assessment looks simple: an AWS Storage service recommended per workload, capacity and performance recommendations, and cost. This post walks through the analysis of how we go from analyzed data to right-sizing on AWS. In Part 1 of this series, we covered what an AWS Storage Assessment delivers: service recommendations, right-sized configurations, and validated cost models from actual telemetry.
Planning data protection before migration: How AWS Storage Assessments model backup and disaster recovery costs
Data Protection and disaster recovery is an important part of any migration. Customers often only consider this once they have already migrated, which increases budgets beyond the initial estimate. The AWS Storage Assessment solves this: the same source telemetry that sizes your primary storage also produces your data protection costs. No additional data collection, no separate engagement, no second tool. Your business case reflects total operational cost, including protection, from day one.
Baby Bunny Won’t Stop!
In this anarchic adventure from Stein (the Interrupting Chicken series), interactive second-person prose puts a lively and imaginative young bunny in readers’ care. An opening line—“How hard can it be? He’s only a baby”—reveals itself to be gloriously wrong as Baby Bunny proves both full of energy and resistant to transitions. The reader, cast as caregiver, runs up against the same series of responses to every task from napping to eating veggies.
Portfolio Trade: Reducing Small Cap, Increasing Managed Futures, Swapping TIPS for Investment Grade Corporate
We use cookies to optimize our website, marketing, and services. We never sell users' data. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
565: Small Gains, Big Losses: The Hidden Risk in Steady Income
In this episode, we explore why the income we earn isn’t the same as the return. We show how option income strategies work, what their historical returns have been, what drives the return, and what reasonable return expectations are. We show why option income strategies have a positive expected return while sports betting has a negative expected return. Finally, we look at other areas where we confuse income with the total return.
564: The Financial System Will Be Hacked
Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in this episode. We also explain why the bull market in gold will likely continue.
563: Why Interest Rates Keep Rising and What to Do About It
The national debt exceeds $40 trillion, U.S. long-term Treasury yields are at 19-year highs, the U.S. Treasury Department is intervening in currency and bond markets. We unpack it all in this episode and show you how to position your investment portfolio to lock in higher yields and protect yourself from falling bond prices.
562: How to Simplify Your Portfolio
What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions. We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio.
The American Prospect
Skip to content Home / Archives for Nathan Tankus Posted inHealth and Social Policy The disability rights activist carried forward the demands of those who didn’t get to live to see the movement’s triumphs. Posted inEconomic Policy Continuing interest rate hikes as the Black unemployment rate starts to tick up reveal a misunderstanding of monetary policy history. Posted inCivil Rights in America The backlash against the civil rights movement succeeded because riots dissipated.
561: How to Navigate the AI Debt Bubble
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself. Topics covered include: How AI capex boom compares to other large booms and busts What fixed income vehicles hold AI-linked debt What mechanisms are being used to transfer AI-debt risk.
560: Is Inflation Manipulated? What To Do About It
How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.
406: Annie Duke on Better Investing and the Danger of Grit
In Episode 406, David and Camden visit with Annie Duke about how to better manage our investment portfolios including when and what to sell. We also discuss a number of behavioral finance topics such as mental accounting, sunk costs, and goal myopia. Annie Duke is an author, speaker, and consultant in the decision-making space, as well as Special Partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund.
407: Worry-Free Retirement Investing
How to use laddered inflation-indexed bonds (i.e., TIPS), CDs, fixed annuities, and fixed index annuities to meet retirement living expenses while worrying less about running out of money.
411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta
Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier markets stocks as well as the risks.
409: What Is the IMF and Why Is It Controversial?
How the International Monetary Fund, the world’s economic firefighter, works for global monetary cooperation and prosperity while using its own made-up currency, the SDR.
396: Forsage and Herbalife—How Multi-Level Marketing, Pyramid Schemes, and Ponzi Schemes Differ
Why it is so difficult to distinguish a legitimate multi-level marketing company from a pyramid scheme as hedge fund billionaire Bill Ackman found out in his losing campaign against Herbalife. How Forsage has taken pyramid and Ponzi schemes to a whole new level, and why the regulators can’t shut it down.
448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium
Why you might want to lock in higher yields now, given real interest rates are the highest they have been in 15 years.
410: Is Cryptocurrency Dead?
How the bankruptcy of FTX, the world’s third-largest crypto exchange, undermines trust in cryptocurrency and decentralized finance, making it even more difficult for crypto to ever be taken seriously as a monetary alternative.
413: What if the World Stopped Shopping?
How to solve the conundrum that consumption reductions lead to economic disasters while benefiting the environment.
399: Unintended Consequences Impact Everything
We explore examples of positive and negative unintended consequences, what causes them, and how to navigate a world where unanticipated things happen all of the time.
425: How Profits Motivate Change
“If something is profitable, it will be done,” says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River will be used. Topics covered include: How profits have led to higher energy market share for natural gas and renewal energy What is hindering a faster transition to renewables What is contributing to a water shortage in the southwestern U.S,.
400: What If High Inflation Doesn’t End?
How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario.
412: Where to Invest Your Cash Savings for Higher Yields
What are the best options for safely investing cash. Topics covered include: High-yield savings accounts Certificates of Deposits Government Bonds Money Market Mutual Funds When should you invest in long-term bonds Why some savings apps try to look like banks but they are not What happens when central banks lose money Where not to deposit cash for safety a16z-backed Tellus wants to offer consumers a much better savings rate. Here’s how.
449: The House of Cards: Evaluating Economic and Financial Warning Signs
What are the economic and financial system early warning signs that we should heed rather than get caught up in fearmongering? When should we start to worry about ballooning budget deficits, the national debt, a currency collapse, or the stock market?
462: Now Should You Buy a Bitcoin ETF?
We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks.
419: How to Make Portfolio and Asset Allocation Changes
We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.
393: What Happens If Your Brokerage Firm Goes Bankrupt
How protected are you if the brokerage firm where you hold your stocks, bonds, and crypto assets files for bankruptcy? Why you shouldn’t store your crypto assets with an online broker.
452: Beyond Stocks: The Allure and Strategy of Credit Investments
Investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present.
414: Use Caution with Private REITs like Blackstone’s BREIT
How public equity REITs differ from private REITs. Why investors are selling out of private REITs and why private REIT sponsors like Blackstone and Starwood are limiting investors’ ability to do so. Topics covered include: What are public and private real estate investment trusts Why has Blackstone’s BREIT been such a success Why investors are trying to exit private REITs Why commercial property values are falling Is now a good time to invest in public and private REITs?
431: The Long-term Bullish Case for Gold
Why you should allocate a small percentage of your assets to gold.
420: Does a 60/40 Balanced Portfolio Still Work?
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there even a role for non-U.S. stocks in your investment portfolio? Topics covered include: How have 60/40 and similar portfolios performed over the long-term What are the advantages and disadvantages of a 60/40 portfolio What is the expected return of a 60/40 portfolio and what should be included?
430: How Should Personal and National Wealth Be Measured?
How we measure wealth, riches, abundance, and well-being is more important today than ever. Topics covered include: How late 18th century philosophers Adam Smith and the Earl of Lauderdale defined wealth and the role of capital.
439: How and Why to Invest in AI
AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here’s how to invest in AI.
423: A “Safe” 6% Yield: The Case for Investment Grade CLOs
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs. Topics covered include: What are the characteristics of leveraged loans and how David has invested in them in the past, both professionally and personally.
421: Beware of Survivorship Bias When Investing
Why long-term U.S. stock market outperformance could be because it has avoided major catastrophes. Does an over-reliance on historical U.S. stock returns when modeling retirement outcomes lead to spending rates that are too high?
455: Easier Investing, Richer Life: TIPS Ladders to Annuities
What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don’t realize.
447: Our Car Was Attacked. Is Property Crime Increasing?
David shares how thieves recently tried to smash and grab his luggage from his car while he was still inside it. He then explores property crime trends, whether they are increasing or decreasing, and why.
Portfolio Trade: Further Reducing Gold Exposure
We use cookies to optimize our website, marketing, and services. We never sell users' data. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
408: Is Success Due to Hard Work, Talent, or Luck?
How to survive in a world where luck and randomness play a pivotal role.
405: When Volatility Spikes, Financial Things Break
What is volatility and what causes it to rise and fall? How volatility itself contributes to more volatility such as in the example of the chaotic UK government bond market where long-term yields have increased by 4% in 2022.
450: How Higher Interest Rates Alter Our Financial Blueprint
We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with David
Contact David, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack