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  • 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?
    2025/06/25

    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


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    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


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    23 分
  • Climbing the Wealth Ladder with Nick Maggiulli

    Climbing the Wealth Ladder with Nick Maggiulli
    2025/06/18

    How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.

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    Show Notes

    Of Dollars and Data - Nick Maggiulli

    The Wealth Ladder by Nick Maggiulli

    Ritzholz Wealth Management

    Related Episodes

    461: How Much Should Your Net Worth Grow Each Year?

    252: How to Become Wealthy

    119: Investing Won't Make You Rich


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    37 分
  • Stablecoins and CBDCs: Their Rise, Risks and Possibilities

    Stablecoins and CBDCs: Their Rise, Risks and Possibilities
    2025/06/11

    Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies.

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    Show Notes

    Top Stablecoin Tokens by Market Capitalization—CoinMarketCap

    Runs and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York Fed

    Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SEC

    Why Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—Bloomberg

    Central Bank Digital Currency Tracker—Atlantic Council

    STRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White House

    Stablecoins and monetary sovereignty: the ball is in Europe’s court by Ignazio Angeloni—The Financial Times

    Related Episodes

    488: Should You Invest in an Ethereum ETF?

    424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank

    387: Why Most Money Fails

    373: Are Stablecoins Safe? Should You Own Them?

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    27 分
  • The Future of Power: Energy at a Crossroads with Scott Harland

    The Future of Power: Energy at a Crossroads with Scott Harland
    2025/06/04

    From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.

    Topics covered include:

    • The necessity of a balanced energy mix, including traditional and renewable energy sources
    • How the private sector is playing a larger role in building out energy infrastructure
    • Rising energy demand from data centers and AI, and how that demand can be met


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    Show Notes

    Hungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight Bridge

    Related Episodes

    502: Should You Invest in Nuclear Energy?

    469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

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    40 分
  • No More AAA - What the U.S. Debt Downgrade Means for Investors

    No More AAA - What the U.S. Debt Downgrade Means for Investors
    2025/05/21

    With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent?

    Topics covered include:

    • Why S&P, Fitch, and now Moody's stripped the U.S. of its pristine AAA debt rating
    • How the U.S. national debt dynamics compare to Greece, Italy, and Japan
    • What are four things investors should monitor for signs that the national debt crisis is worsening or spiraling out of control


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    Show Notes

    Moody's Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable—Moody's Ratings

    Research Update: United States of America Long-Term Rating Lowered To 'AA+' On Political Risks And Rising Debt Burden; Outlook Negative—S&P Global

    Interest Expense and Average Interest Rates on the National Debt FY 2010 – FYTD 2025—FiscalData.Treasury.gov

    The Stark Math on the GOP Tax Plan: It Doesn’t Cut the Deficit by Richard Rubin—The Wall Street Journal

    The Long-Term Budget Outlook: 2025 to 2055—Congressional Budget Office

    Walmart says higher prices could hit this month due to tariffs by Natalie Sherman—BBC

    Post on May 17th, 2025; 7:27 AM by Donald J. Trump—Truth Social

    Walmart responds to Trump comment that retailer should ‘eat the tariffs’ by Kyler Swaim—The Hill

    What’s behind Japan’s High Government Debt? by YiLi Chien and Ashley H. Stewart—Federal Reserve Bank of St. Louis

    Related Episodes

    487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts

    479: National Debt Master Class Finale – What To Do


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    25 分
  • Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

    Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
    2025/05/14
    How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.Topics covered include:What has led to the financial crisis at HarvardWhat actions has the university takenHow do endowments invest and spend their fundsHow endowments maintain intergenerational equityHow we can apply the principles universities use in our own investingSponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesLetter Sent to Harvard 2025-04-11—HarvardHarvard Response 2025-04-14—HarvardTrump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York TimesShould Harvard Be Tax Exempt? by The Editorial Board—The Wall Street JournalFact Sheet: President Donald J. Trump Reforms Accreditation to Strengthen Higher Education—The White HouseAt Grim Town Hall, Harvard Medical School Leaders Tell Staff to Expect Layoffs and Far-Reaching Cuts by Avani B. Rai and Saketh Sundar—The Harvard CrimsonCan Harvard Use Its Endowment To Make Up For Federal Cuts? It’s Possible, but Not That Simple. by Avani B. Rai and Saketh Sundar—The Harvard CrimsonYale Weighs $850 Million Bond Sale Amid Trump’s Higher Education Attack by Elizabeth Rembert and Amanda Albright—BloombergYale seeks to sell billions in private equity investments as political pressures from Trump mount by Liese Klein—CT Insider2024 NACUBO-Commonfund Study of Endowments—NACUBOEndowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts by Matt Toledo—Chief Investment OfficerBig investors borrow against private equity holdings amid cash crunch by Amelia Pollard and Antoine Gara—The Financial TimesRelated Episodes402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem245: Is College Worth It?180: Can You Outperform Harvard’s Endowment?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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    25 分
  • Why Bond Investing Is Easier Than Ever

    Why Bond Investing Is Easier Than Ever
    2025/05/07

    Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved.

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    Show Notes

    The total return strategy in bonds is far from dead by James Bianco—The Financial Times

    What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors

    ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial Times

    Related Episodes

    463: How to Lock in Higher Yields in Case Interest Rates Fall

    455: Easier Investing, Richer Life: TIPS Ladders to Annuities

    418: Bond Investing Masterclass


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    26 分
  • Investing in Emerging Markets with Ali Akay

    Investing in Emerging Markets with Ali Akay
    2025/04/30

    Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa.

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    Show Notes

    Emerging Unscathed: Featuring Ali Akay—FEG Insight Bridge

    Related Episodes

    474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?

    411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

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    35 分