Mining and the Global Race for Critical Minerals with Kinterra Capital
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 workWhat are critical minerals, what is driving the demand for them, and will it continueHow the rise of passive management has led to underinvestment in miningHow to reconcile care for the environment and the need to mine critical mineralsWhat are the attributes that contribute to successful private capital investmentsWhy querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.Episode SponsorsDelete Me – Use code David20 to get 20% offInsiders 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 NotesFEG Insight Bridge episode page with transcriptKinterra CapitalRelated Episodes526: The Future of Power: Energy at a Crossroads with Scott Harland384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
45:39
--------
45:39
Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
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-advisorsRobo-advisor feesRobo-advisor holdingsWhy robo-advisors are turning toward direct indexing for tax loss harvestingHow much excess return does tax loss harvesting generateWho can benefit from using robo-advisorsSponsorsAsset CampLinkedIn 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 NotesThe Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRNAn Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRNRelated Episodes398: When Should You Hire An Investment Advisor? Two Case Studies92: What Robo-Advisors RecommendSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
23:19
--------
23:19
Climbing the Wealth Ladder with Nick Maggiulli
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.SponsorsNetSuite 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 NotesOf Dollars and Data - Nick MaggiulliThe Wealth Ladder by Nick MaggiulliRitzholz Wealth ManagementRelated Episodes461: How Much Should Your Net Worth Grow Each Year?252: How to Become Wealthy119: Investing Won't Make You RichSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
37:02
--------
37:02
Stablecoins and CBDCs: Their Rise, Risks and Possibilities
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.Episode SponsorsDelete Me – Use code David20 to get 20% offNetSuite 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 NotesTop Stablecoin Tokens by Market Capitalization—CoinMarketCapRuns and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York FedAmendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SECWhy Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—BloombergCentral Bank Digital Currency Tracker—Atlantic CouncilSTRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White HouseStablecoins and monetary sovereignty: the ball is in Europe’s court by Ignazio Angeloni—The Financial TimesRelated Episodes488: Should You Invest in an Ethereum ETF?424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank387: Why Most Money Fails373: Are Stablecoins Safe? Should You Own Them?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
27:25
--------
27:25
The Future of Power: Energy at a Crossroads with Scott Harland
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 sourcesHow the private sector is playing a larger role in building out energy infrastructureRising energy demand from data centers and AI, and how that demand can be metInsiders 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 NotesHungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight BridgeRelated Episodes502: Should You Invest in Nuclear Energy?469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
Colombia