On today’s Animal Spirits we discuss a nervous stock market rally, U.S. corporate exceptionalism, how the stock market bottoms, the worst decade ever for bonds, rich people who don’t feel rich, Apple vs. Meta, Bitcoin’s market cap, the upper middle class is getting too crowded, private equity vs. youth sports and more.
Ben Carlson
20 Questions
Some questions about AI, Doordash, Blockbuster, baby boomers in the housing market, $50k cars and more.
Talk Your Book: Option Income is So Hot Right Now
On today’s show, we are joined by Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments to discuss losing upside to cover downside, surviving bull markets, volatility across indices, fitting these strategies within a portfolio, and much more!
Is This the Worst Decade Ever For Bonds?
The 2020s have been a terrible time for fixed income investors.
I Don’t Feel Rich
Rich people who don’t feel rich.
How Much Should You Have Saved by 30? 40? 50? 60?
How to set the right benchmarks for your savings.
Animal Spirits: A 25 Year Bull Market
On todays’ show we discuss faster recoveries in the stock market, the potential for an even longer bull market, pros and cons of deregulation, zooming out on the dollar, why taxes never rise, a weak jobs market for college grads, life in 1776, making $250k a year and still not feeling rich, the worst housing market in America, $1,000 car payments and more.
The Future of Investment Management is the Paradox of Choice
There has never been a better time to be an individual investor than right now.
Talk Your Book: Autocallable Income
In this episode of Talk Your Book, Michael Batnick and Ben Carlson sit down with the team behind CAIE – the Calamos Autocallable Income ETF, a first-of-its-kind fund bringing institutional-style structured notes to the ETF world. They explore what makes CAIE structurally unique compared to traditional autocallable notes, including how its laddered structure offer investors a differentiated income strategy.
Different Kinds of Rich
Some thoughts about living a rich life from Quentin Tarantino, Jensen Huang and Arnold Scharzengger.