On today’s show we discuss some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar’s move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more.
Ben Carlson
The Things That Make You Money
Buffett’s 4th law of motion.
Talk Your Book: Interest Rates Go Kablooey
On today’s show, we speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!
A Recession is on the Way
Some thoughts on the timing of the next recession.
The U.S. Labor Force Over the Past 150 Years
Economic dynamism requires a safety net.
Investing in an Uncertain World
Some questions about how to invest in a new regime.
Buying When the Stock Market is Down 15%
A historical look at what happens when you buy the stock market when it’s been down 15% or worse.
Misbehaving in a Volatile Market
The behavioral biases that trip you up during a downturn.
Some Early Lessons From the Tariff Tantrum
Some random thoughts and questions about a wild week in the markets.
Animal Spirits: The Stock Market Crashed. Now what?
On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
