Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally
Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement.SponsorsMoney for the Rest of Us PlusClaude.ai - Sign up for Claude today and get 50% off Claude ProInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterShow NotesThe Great Debasement Debate Is Rippling Across World Markets by Ruth Carson, Naomi Tajitsu, and Masaki Kondo—BloombergHow long will gold mania last?—Financial TimesDalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar by Alexandra Semenova, Natalia Kniazhevich, and Lisa Abramowicz—BloombergGold Reserves by Country—World Gold CouncilGold's rise in central bank reserves appears unstoppable by Jamie McGeever—ReutersAbove-ground stock—World Gold CouncilGold Demand Trends: Q2 2025—World Gold CouncilTreasury Term Premia—Federal Reserve Bank of New YorkTrey Reik—LinkedInInvestments MentionediShares Gold Trust (IAU)SPDR Gold Trust (GLD)SPDR Gold MiniShares Trust (GLDM)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Beyond Munis — New ETFs for Tax-Efficient Bond Investing
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.SponsorsClaude.ai - Sign up for Claude today and get 50% off Claude ProDelete Me – Use code David20 to get 20% offInvestments MentionedVanguard Tax-Exempt Bond ETF (VTEB)iShares 7-10 Year Treasury Bond ETF (IEF)JPMorgan Ultra-Short Municipal Income ETF (JMST)Alpha Architect 1-3 Month Box ETF (BOXX)F/m Compoundr U.S. Aggregate Bond ETF (CPAG)F/m Compoundr High Yield ETF (CPHY)NEOS Enhanced Income Aggregate Bond ETF (BNDI)NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)Show NotesUS municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—FidelityFive Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of UsCboe:BOXX | Investment case—alpha architectSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Money for the Rest of Us Update
This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shaping the next decade, explains why there won’t be a new episode next week, and highlights fresh content available on YouTube, Instagram, LinkedIn, and Substack. David also reflects on consistency, community, and the process of writing his second book. Regular episodes return in October.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Resilient Wealth in an Era of Infinite Money
What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money.Topics covered include:How is the money supply measured, and why is it a subjective exerciseWhat is an example of a negative money shockWhy an optimal monetary policy would lead to deflation, and why that is a good thingWhat causes inflationHow quantitative easing contributed to wealth inequalityWhat is demurrage currencyThe unorthodox way Richard Nixon sought to combat high inflation and a strong dollarHow to increase our wealth in an era of infinite moneySponsorsLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsDelete Me – Use code David20 to get 20% offShow NotesDistribution of Household Wealth in the U.S. since 1989—The Federal ReserveM2 (M2SL)—FREDGood Versus Bad Deflation: Lesson from the Gold Standard Era by Michael D. Bordo, John Landon Lane, and Angela Redish—NBERSpeech by Richard Nixon (15 August 1971)—CVCEUS - Total Market Cap Divided by M2 Money Supply—MacroMicroDid Quantitative Easing Increase Income Inequality? by Juan Antonio Montecino and Gerald Epstein—CEPWebDoes Quantitative Easing Affect Inequality: Evidence from the US - Nektarios MichailDemurrage currency—WikipediaDebt: The First 5,000 Years by David GraeberRelated Episodes482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity431: The Long-term Bullish Case for Gold336: Own What Is RealSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Forests, Fakes, and the Fight for the Real
From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real.Topics covered include:How timber investing works and why it is reflective of how industries evolveWhat percent of economic output is physical versus digital, and how has that changed over the past fifty yearsHow households spend their leisure timeWhy live events stand out in an AI-infested worldDoes it matter if ad images, videos, and podcasts are fake?Why we need to stay connected to the realSponsorsClaude.ai - Sign up for Claude today and get 50% off Claude ProDelete Me – Use code David20 to get 20% offShow NotesLumber Prices Are Flashing a Warning Sign for the U.S. Economy by Ryan Dezember—The Wall Street JournalLumber Price—Trading EconomicsJ.Crew used A.I. to counterfeit their own vibes—Blackbird SpylaneAmerican Time Use Survey Summary—U.S. Bureau of Labor StatisticsRelated Episodes535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite 531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?60: Are You Hoarding Or Investing?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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