Investments for the Rest of Us w/ David Stein

In this episode, Josh interviews David Stein, the founder and host of the podcast Money for the Rest of Us. They discuss David's background in institutional investment management and his transition to podcasting and educating individual investors. They delve into the concept of benchmarking and how it differs between institutional and individual investors. They also explore the current state of the podcasting industry and the challenges of running a successful podcast. David shares his insights on investing themes, including the importance of understanding benchmarking, the drivers of excess return, and the potential risks of overexposure to certain stocks. They also touch on the rise of ESG investing and the benefits of dividend-paying stocks and annuities. To learn more about David's work and join the Money for the Rest of Us community, visit moneyfortherestofus.com. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!