A reader asks: I saved one of your articles that had some figures from all the bear markets since 1950 thru 2020 (was couple years ago). It had a table with the % drop at the trough, the number of days to the bottom, the date and number of days back up to breakeven, as…
Ben Carlson
Animal Spirits: Winners & Losers From the Stock Market Rally
On today’s show we discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael’s real estate deals and more.
84-Month Auto Loans?!
Auto loans are getting longer and longer.
A Market Puke and Rally
Market corrections are transitory.
Financial Advice That Doesn’t Work Anymore
Good advice vs. effective advice.
Private Equity is Coming to a 401k Plan Near You
Financial advisors and 401k plans are going to see more private investments in the years ahead.
I’m Coming to Chicago
We’re doing a live podcast and meeting with prospects on June 2-3 in Chicago.
Animal Spirits: There Will Never Be Another Warren Buffett
On today’s show we discuss Warren Buffett’s legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bitcoin didn’t decouple yet, a housing market slowdown, the benefits of drinking and more.
Warren Buffett on Time Horizons
Some of my favorite Warren Buffett quotes about investing for the long-run.
Talk Your Book: The CLO Playbook
On today’s show, we are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more!
