“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Ben Carlson
Timing the Housing Market: When Should You Sell?
Timing the housing market is a bad idea.
Animal Spirits: Everyone in the Pool
On today’s show we discuss 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, are crypto winters a thing of the past, where the low housing price are, becoming a grandparent and much more.
The Miracle of U.S. Equities
What if you invested in stocks in the worst possible years?
Placing Guardrails on Your Portfolio
Some thoughts on asset allocation, when to buy/sell and how to make better investment decisions.
Are U.S. Stocks Overvalued?
A valuation update on U.S. stocks.
Is the United States Going Broke?
Some thoughts on government debt levels.
Animal Spirits: The Bitcoiners Won
On today’s show we discuss why Trump won, how the Dems fumbled the economic messaging, how this will impact recession spending moving forward, 30% gains in the stock market, credit spreads, the reflation trade, how many people understand tariffs, how Bitcoin won, tiny houses, Mighty Ducks and much more.
30% Up Years in the Stock Market
How often is the stock market up 30% in a given year?
Talk Your Book: Infrastructure Investing
On today’s show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC’s vs interval fund products, risk and return expectations for infrastructure, thoughts on infrastructure investing during rate cycles and election years, and much more!
