153 Money For the Rest of Us with David Stein

Published: Dec. 1, 2017, 5:21 p.m.

Jason and David discuss the difference between investing, speculation, gambling and whether you should use Bitcoin in your investment portfolio.

David Stein produces and hosts the investing podcast Money For the Rest of Us where he teaches over 30,000 listeners per episode about money, how it works, how to invest it and how to live without worrying about it.

David also provides market insights, asset allocation help, and portfolio guidance to over 800 members of Money For the Rest of Us Plus, an investment education platform.

Previously, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC (“FEG”), a $50 billion institutional investment advisor.

At FEG, David was co-head of the firm’s 21-person research team that provides institutional research on private equity, real assets, hedge funds, equity, and fixed income, including topical level and manager specific research. He was responsible for FEG's top-down research including macroeconomic analysis, market sentiment research, model portfolios and capital market analysis. David also co-founded FEG’s $2 billion asset management division, developed its investment philosophy and process, and acted as lead portfolio manager for over 9 years.

David has spoken at numerous investment related conferences including events sponsored by Morningstar, iShares, TD Ameritrade and Fincon.