Sep 21, 2016
What happens when a money manager responsible for billions of dollars of investments feels burnt out and decides to become a personal finance teacher instead?
In this episode of Informed Choice Radio, I speak to David Stein.
David is a former chief investment strategist and chief portfolio strategist, responsible for $33 billion of investments, heading up in this role a 21-person strong research group.
He is host of the incredibly popular Money for the Rest of Us podcast, his primary platform for teaching thousands of people about money, investing and the economy. David’s podcast has been featured in Business Insider, Forbes, and US News & World Report.
David also helps hundreds of individual investors improve their portfolio performance by providing asset allocation and investment guidance via the Money For the Rest of Us Hub, a premium multimedia investment education platform.
In this episode of Informed Choice Radio, I speak to David about the difference between institutional and retail investment decisions, the impact of Brexit on US fund management, his favourite podcast episodes, and much more.
Welcome to Money For The Rest of Us with David Stein, in episode 115 of Informed Choice Radio.
Some questions I ask
-How did you make the transition from institutional investment management to personal finance podcasting and education?
-Did you always want to work in finance and investing?
-Can the same broad strategic thinking apply to multi-billion dollar institutional investing and individuals from a personal financial planning perspective?
-Is Brexit a big deal for US investors?
-What's the current 'wall of worry' for investors?
-Why is index investing becoming so much more appealing than active fund management?
-Who gets your vote in the upcoming US presidential election?
Useful links mentioned in this episode