On this week’s Animal Spirits with Michael and Ben… We discuss: Kobe Bryant and learning to deal with death Why did boomers own so many more homes at a young age than millennials do now? Have zero trading commissions led to increased trading? Why has the turnover of stocks increased in recent decades? Reasons for…
Ben Carlson
What the 2020s Will Look Like For the Markets
Understanding the markets boils down to a combination of studying the past, analyzing the present and preparing for the future. The future part is always the tricky one because we have no idea what will happen when it comes to any of the most important variables. But we can set expectations based on the general…
The Man Who Tried to Sell the Eiffel Tower (Twice)
Some lessons in sales and trust from the man who tried to sell the Eiffel Tower twice.
Owning a Home is Not For Everyone
Pros and cons of homeownership.
Asset Allocation Quilt Redux
The annual update of my favorite performance chart drew a number of good responses and questions. I’m going to go through two that I thought were worth some more digging: Question 1: Can you take this allocation quilt back 20 years? The past 10 years have felt like complete and utter domination by large cap…
Animal Spirits: The Short Squeeze
Michael and I discuss expected returns, trillion dollar companies, the American dream that’s not for everyone and much more.
2018 vs. 2019 in the Stock Market
No two years in the stock market are ever the same but there are lessons from looking at past performance.
How to Write a Book in Your Spare Time
Some time management lessons from writing my new book.
Where the Magic Happens in the Stock Market
Apple is up a lot over the past year, more than doubling in terms of total returns: Some investors claim the only reason Apple share have risen so much must be due to a combination of inflows into passive investment products and share buybacks from the company. Index funds and buybacks have made for a…
Updating My Favorite Performance Chart For 2019
My annual look at asset class returns over the past 10 years.
