On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within data analysis, defining holding periods for trend following strategies, multi-asset strategies vs managed futures, simplifying the trading process when trend following, and much more!
Ben Carlson
A Balanced Portfolio Always Comes with Regrets
Bonds have gone nowhere for 5 years. Time to sell?
The Stock Market Never Changes
Whatever happens in the stock market today has happened before and will happen again.
How Much Money You Need For Retirement
Helping some readers figure out how much is enough for retirement planning purposes.
Buying a House at the Top of the Market
What if this is a top in housing prices?
Talk Your Book: Public and Private Market Credit Opportunities
On today’s show, we are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss how interval funds work, navigating interest rate increases within your bond allocation, how Polen Capital is actively managing bonds, the biggest risk to high yield bonds, how Polen Capital values businesses, thoughts on why spreads have remained tight, and much more!
Why Don’t We Build More Housing?
Minneapolis and Austin are the models of making housing more affordable.
Talk Your Book: Why We Don’t Build Enough Houses
On today’s show, we are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why building houses has become such a complex process, thoughts on start-up cities, Private Equity is not buying up all single family units, solutions to the housing crisis, and much more!
The Automatic Investing Revolution
How the 401k plan is impacting the stock market and beyond.
Why I Remain Bullish on the United States of America
USA! USA! USA!
