On this week’s Animal Spirits with Michael and Ben we discuss: Solar shaming Power laws in the stock market The insane number of stocks that end up losers The stealth king of the passive bubble Why a “rush for the exits” is a poor investment thesis Why are fewer people driving minivans? What would happen…
Ben Carlson
A Short History of Fed Rate Cuts
A history of Fed interest rate cuts since 1960.
Investing Proceeds From the Sale of a Business
What if you received a million dollars from the sale of a business in your early-30s?
Writing Lessons From A River Runs Through It
Some lessons gleaned from a re-watch of the movie A River Runs Through It.
$10,000
Whatever happened to Groupon or Zynga or GoPro or Fitbit?
Animal Spirits: Broke & Overweight
Michael & Ben discuss real estate, Netflix, Mira Sorvino and much more.
You May Have Longer Than You Think to Invest For Retirement
Why your time horizon is likely longer than you think.
The Work Required to Behave in the Markets
“Stay the course” and “ignore the noise” sound like great advice but there’s a lot of work involved to follow through with this advice.
The Optimal Portfolio
This year has been kind to stock and bond markets around the globe: But I’m sure there are some investors who hate to see the bond performance holding their portfolio back when stocks are doing so well. If we zoom out to the past year — which includes the brief bear market in late-2018 —…
Why History Gets Stuff Wrong All the Time
Why history is not always what you think.
