TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living a richer, wiser, and happier life. David Stein is the Host of Money For the Rest of Us, a weekly personal finance podcast with over 20 million downloads. He’s also the co-founder of Asset Camp, a fintech platform of dynamic data-driven research tools focused on asset classes. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:10 - Why we should care about current market conditions as long-term investors. 09:27 - David’s assessment of current market conditions and the Fed’s job in managing inflation. 13:08 - How long it takes for interest rates to flow through to the broader economy. 16:49 - The role international stocks can play in a portfolio. 26:47 - If investors should care if the US has the reserve currency or not. 33:28 - Ways in which investors can get exposure to AI. 38:41 - The potential long-term impacts of AI on our financial system. 42:09 - Whether GDP is an outdated and misleading metric or not. 46:42 - The role that crowdfunding platforms and alternative assets can play in a portfolio. 55:51 - How the venture capital playbook works. 58:28 - How David thinks about the expected returns for alternative assets. 75:00 - David’s thoughts around aligning his finances with living a good life. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our recent episode covering The Passionate Pursuit of Lifelong Learning w/ Gautam Baid or watch the video here. David’s investing tool: Asset Camp. David’s website: Money for the Rest of Us. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Jaksot(1173)

TIP 067 : Liar's Poker by Michael Lewis (Business Podcast)

TIP 067 : Liar's Poker by Michael Lewis (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why everyone considering a career on Wall Street should read this book before their first interview The business model of a broker and trading company like Salomon Bro...

3 Tammi 201641min

TIP 066 : Mastermind Discussion 4Q 2015 (Business Podcast)

TIP 066 : Mastermind Discussion 4Q 2015 (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: If the mastermind group is looking to invest in technology companies. If the mastermind group would consider momentum investing combined with value investing. Why Pre...

27 Joulu 201556min

TIP 065 : Yale Professor, Robert Shiller's Book, Irrational Exuberance (Investing Podcast)

TIP 065 : Yale Professor, Robert Shiller's Book, Irrational Exuberance (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why the Chinese Renminbi has emerged as a global currency in the past few weeks. How ECB is trying to spark growth by lowering the deposit rate and extend quantitative...

20 Joulu 201550min

TIP 064 : Warren Buffett's Biography (Business Podcast)

TIP 064 : Warren Buffett's Biography (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Warren Buffett already read financial statements when he was kid. Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, an...

13 Joulu 201542min

TIP 063 : Quant Investing with Patrick O'Shaughnessy (Business Podcast)

TIP 063 : Quant Investing with Patrick O'Shaughnessy (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why you shouldn’t be worried about companies that uses leverage to buy back shares If excess stock returns found through back testing can be expected to continue in th...

6 Joulu 20151h 3min

TIP 062 : Warren Buffett's Favorite Book, Security Analysis (Business Podcast)

TIP 062 : Warren Buffett's Favorite Book, Security Analysis (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why Security Analysis is one of Warren Buffett’s three favorite books Real case studies where Warren Buffett has directly applied skills acquired from Security Analysi...

29 Marras 201546min

TIP 061 : Billionaire Charlie Munger with Tren Griffin (Business Podcast)

TIP 061 : Billionaire Charlie Munger with Tren Griffin (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: The top three things Charlie Munger has contributed to Warren Buffett’s evolution? Why Charlie Munger doesn’t look at macroeconomics when he invest in stocks, and whet...

22 Marras 201546min

TIP 060 : Pragmatic Capitalism with Cullen Roche (Business Podcast)

TIP 060 : Pragmatic Capitalism with Cullen Roche (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How innovation can overcome regulations and demographic problems. Why it’s the banks and not the Federal Reserve that is “printing money”. Why and how the US financia...

15 Marras 201551min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-lahtijat
rss-sisalto-kuntoon
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
lakicast
rss-porssipuhetta
asuntoasiaa-paivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi
rss-vaikuttavan-opettajan-vierella