On today’s show, we are joined by Nick Frasse, Product Manager at VanEck and Angus Shillington, Equity Research Analyst at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more!
Ben Carlson
The Most Hated Stocks in the World
Have international stocks ever been this hated?
Signs of a Top
Some thoughts on the difficulty of calling a top in the market.
Homeownership Isn’t For Everyone
Does it make sense to buy a home for 2-3 years?
Animal Spirits: Eff You Money
On today’s show we discuss the prospects for another 20% year in the stock market in 2025, the U.S. economy is firing on all cylinders, no one is predicting a recession anymore, Hussman is still predicting a crash, why retail traders underperform, chart crimes, when money becomes a liability, when middle age hits and more.
Don’t Take the Market Personally
Some thoughts on one of my favorite investment quotes from one of my favorite investment books.
8 Things I Like and Don’t Like
Some things I like and don’t like at the moment.
The 3 Best Inflation Hedges
Why don’t prices go down mor often?
Investing in Stocks at All-Time Highs
What to do if you’re nervous about investing in the stock market at all-time highs.
Animal Spirits: The Bears Capitulate
On today’s show, we discuss the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more.
