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Money For the Rest of Us

Money For the Rest of Us

By: J. David Stein
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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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Episodes
  • Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?

    Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
    Jul 16 2025
    We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity?SponsorsMoney for the Rest of Us PlusAsset CampShow NotesBehind the Curtain: A white-collar bloodbath by Jim VandeHei and Mike Allen—AxiosYuval Noah Harari Statement - Post by Nunki08—RedditChallenger Report June 2025—Challenger, Gray & ChristmasEntry level jobs fall by nearly a third since ChatGPT launch by Karl Matchett—The IndependentStrategic Insights for M&A in the Evolving AI Market—S&P GlobalNvidia Becomes First Public Company Worth $4 Trillion by Tripp Mickle—The New York TimesSilicon Valley is racing to build the first $1trn unicorn—The EconomistHow to use generative AI to augment your workforce by Betsy Vereckey—MIT ManagementHumans must remain at the heart of the AI story by Marc Benioff—The Financial TimesThe AI Industry Is Radicalizing by Matteo Wong—The AtlanticTASKS, AUTOMATION, AND THE RISE IN U.S. WAGE INEQUALITY by DARON ACEMOGLU AND PASCUAL RESTREPO—EconometricaMyPillow CEO’s lawyers fined for AI-generated court filing in Denver defamation case by Olivia Prentzel—The Colorado SunWhich Workers Will A.I. Hurt Most: The Young or the Experienced? by Noam Scheiber—The New York TimesGenerative AI at Work by Erik Brynjolfsson, Danielle Li, Lindsey Raymond—Oxford AcademicThe Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity by Parshin Shojaee et al.—AppleRelated Episodes507: Where You Live Matters – How Geography Contributes to Wealth457: AI’s Fork in the Road: Societal Bliss or Existential Threat439: How and Why to Invest in AI417: Will Generative AI Replace Your Job?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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    23 mins
  • Mining and the Global Race for Critical Minerals with Kinterra Capital

    Mining and the Global Race for Critical Minerals with Kinterra Capital
    Jul 9 2025

    How the investing landscape is being reshaped by the global race for critical minerals.

    Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:

    • How mining and mineral processing work
    • What are critical minerals, what is driving the demand for them, and will it continue
    • How the rise of passive management has led to underinvestment in mining
    • How to reconcile care for the environment and the need to mine critical minerals
    • What are the attributes that contribute to successful private capital investments
    • Why querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.


    Episode Sponsors

    Delete Me – Use code David20 to get 20% off

    Insiders Guide Email Newsletter

    Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

    Our Premium Products

    Asset Camp

    Money for the Rest of Us Plus

    Show Notes

    FEG Insight Bridge episode page with transcript

    Kinterra Capital

    Related Episodes

    526: The Future of Power: Energy at a Crossroads with Scott Harland

    384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?


    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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    46 mins
  • Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

    Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
    Jun 25 2025

    We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.

    Topics covered include:

    • How large are the top 5 robo-advisors
    • Robo-advisor fees
    • Robo-advisor holdings
    • Why robo-advisors are turning toward direct indexing for tax loss harvesting
    • How much excess return does tax loss harvesting generate
    • Who can benefit from using robo-advisors


    Sponsors

    Asset Camp

    LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

    Insiders Guide Email Newsletter

    Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

    Our Premium Products

    Asset Camp

    Money for the Rest of Us Plus

    Show Notes

    The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN

    An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN

    Related Episodes

    398: When Should You Hire An Investment Advisor? Two Case Studies

    92: What Robo-Advisors Recommend


    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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    23 mins

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