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  • Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

    Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite
    2025/08/13

    A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future.

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    Show Notes

    Inside the relentless race for AI capacity—The Financial Times

    Inside the AI race: can data centres ever truly be green?—The Financial Times

    The Kanye/Data Center Crossover by Paul Kedrosky—Paul Kedrosky

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    531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?

    520: Where Are We Heading?

    501: Strategy and Systems Want Your Money

    496: Are You Taking Enough Aspirational Risk?

    492: The Power of Optionality: Small Bets, Big Payoffs

    482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity


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    25 分
  • Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

    Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas
    2025/08/06

    Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.

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    Show Notes

    FEG Insight Bridge episode page

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    39 分
  • How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards

    How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
    2025/07/30

    David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking microactions.

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    Show Notes

    Carl Richard's website, Behavior Gap

    Your Money: Reimagining Wealth in 97 Simple Sketches by Carl Richards

    Related Episodes

    496: Are You Taking Enough Aspirational Risk?

    394: How to Get Better at Risk Taking

    135: Embrace the Messiness

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    38 分
  • Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?

    Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?
    2025/07/23
    A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter.Insiders 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 NotesTrump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall Street JournalDonald Trump set to open US retirement market to crypto investments by Antoine Gara, Jamie John, and Stephanie Stacey—The Financial TimesU.S. Labor Department Allows Private Equity in 401(k) Plans by Chris Cumming—The Wall Street JournalU.S. Department of Labor Supplement Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives—U.S. Department of LaborState Street New TDF Includes Private Assets by PSCA Net Staff—PSCAThe Power of Private Markets by Robert Crothers et al.—BlackRockUNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT OPINION No. 22-16268The Relentless Ask: Private Markets Are Eating the World by Michael Batnick—The Irrelevant InvestorDon’t Buy Into This Easy Fix for Stock-Market Craziness by Jason Zweig—The Wall Street JournalThe Private Equity Boom Is Leaving Midsize Players Behind by Preeti Singh and Laura Benitez—Bloomberg401(k) Retirement Plans: Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them—U.S. Government Accountability OfficeDEFINED CONTRIBUTION PLANS AND THE CHALLENGE OF FINANCIAL ILLITERACY by Jill E. Fisch, Annamaria Lusardi, and Andrea Hasler—CornellOn Endowments and Unintended Consequences by Paul Kedrosky—Paul KedroskyRelated Episodes509: How to Invest in Private Credit / Direct Lending?497: How to Fix the Retirement Savings Crisis490: Should You Invest in Private Equity?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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    20 分
  • 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?
    2025/07/16
    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 分
  • Mining and the Global Race for Critical Minerals with Kinterra Capital

    Mining and the Global Race for Critical Minerals with Kinterra Capital
    2025/07/09

    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.


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    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?


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    46 分
  • 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