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role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living a richer, wiser, and happier life.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get exposure to AI. 38:41 - The potential long-term impacts of AI on our financial system. 42:09 - Whether GDP is an outdated and misleading metric or not. 46:42 - The role that crowdfunding platforms and alternative assets can play in a portfolio. 55:51 - How the venture capital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

Episoder(1173)

TIP 107 : Jack Welch's book - Winning (Business Podcast)

TIP 107 : Jack Welch's book - Winning (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How to rise to the top in the corporate world. Why you should openly rank your employees and reward them accordingly. How to provide feedback for your boss. The one ...

9 Okt 201645min

TIP106 : Influence and Pre-Suasion w/ Dr. Robert Cialdini (Business Podcast)

TIP106 : Influence and Pre-Suasion w/ Dr. Robert Cialdini (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Charlie Munger and Warren Buffett made 100s of millions of dollars by reading Dr. Cialdini’s book. Why Warren Buffett always starts his annual shareholder letter b...

2 Okt 201635min

TIP 105 : Mastermind Group 2016 3rd Quarter (Business Podcast)

TIP 105 : Mastermind Group 2016 3rd Quarter (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How can an investor find a decent yield when many asset classes are overvalued. Why special situations might be the best investing approach right now. If Humana is a ...

25 Sep 201642min

TIP 104 : Billionaire Carl Icahn - A Rare Look Behind the Scenes w/ Mark Stevens, author of King Icahn (Business Podcast)

TIP 104 : Billionaire Carl Icahn - A Rare Look Behind the Scenes w/ Mark Stevens, author of King Icahn (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What “greenmail” is and how Icahn basically got paid for not taking over companies. How to conduct an activist approach to investing. Why Carl Icahn always wins in a ...

18 Sep 201637min

TIP 103 : Life Inc. - Running your home finances like a business w/ Doug McCormick

TIP 103 : Life Inc. - Running your home finances like a business w/ Doug McCormick

IN THIS EPISODE, YOU’LL LEARN: How to maximize your family’s wealth. How to estimate the value of your education. What the future prospects for inflation are and how it influence your family. Why ...

11 Sep 201645min

TIP 102 : Common Stocks & Uncommon Profits - A Discussion of Philip Fisher's Classic Book (Business Podcast)

TIP 102 : Common Stocks & Uncommon Profits - A Discussion of Philip Fisher's Classic Book (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Warren Buffett used the teachings of the book to build his famous Coca-Cola position. The 15 points to look for when buying a stock. Why a hit on the earnings of ...

4 Sep 201652min

TIP 101 : Creativity Inc. - by Pixar's Ed Catmull (Business Podcast)

TIP 101 : Creativity Inc. - by Pixar's Ed Catmull (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How to protect your business and culture from becoming obsolete. Why truly successful companies never compromise on quality. Why humility is the key to success. How ...

28 Aug 201646min

TIP 100 : Cold-Calling Our Audience and what we Learned Studying Billionaires for 100 Shows (Investment Podcast)

TIP 100 : Cold-Calling Our Audience and what we Learned Studying Billionaires for 100 Shows (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: The most important things Preston and Stig have learned after 100 episodes. Why the financial analysis is more important than the conclusion. If macroeconomics is imp...

21 Aug 20161h 56min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-pa-konto
boligbobla
rss-fa-makro
rss-investering-gjort-enkelt
rss-andelige-tanker-med-camillo