Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Gravity Loses, Eventually
33 minutes Posted Aug 3, 2026 at 4:00 pm.
AI Theme and Money Physics
Everything Rises Over Time
Buying the Global Economy
Emergency Funds Need Stability
QCDs and Inherited IRAs
Bond Yield Tradeoffs
Total Return in Retirement
Disclosures and Sign-Off
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33:48
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Show notes
Rule Four of Financial Fysics says everything eventually rises—not every stock, not every year, but human productivity and global economic output over time. Don and Tom explain why buying the broad market is ownership in thousands of businesses, not a trip to the casino, and why international diversification matters when nobody knows which country will lead the next century. Then Kenneth asks whether a tiny slice of his emergency fund belongs in stocks. The answer is still no: emergencies te...