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 bus...
29 Jul 26min
Is Inflation Manipulated? If So, 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.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Cha...
15 Jul 25min
A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There
David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a po...
24 Jun 29min
Will You Be Forced to Own SpaceX and Other AI Stocks?
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in ...
10 Jun 25min
Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs
We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. ...
27 Mai 25min
We Are All Wayfinders
Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze ...
13 Mai 23min
Five Practices That Have Shaped My Career
I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRe...
29 Apr 27min
Invitation to Our Live Portfolio Review and Rebalancing Special Webinar
Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalanc...
22 Apr 3min
