Bust Out Another Thousand.
Ben Carlson
Animal Spirits: Live From Miami
On today’s show, we are live from Future Proof in Miami to discuss a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys gaslighting investors, a possible consumer slowdown, more travel stories and email etiquette advice, the best movie cities, and much more!
Why People Won’t Change Their Mind
A history of cognitive dissonance.
Talk Your Book: How Private Credit Works
On today’s show, we are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos Investments to discuss how private credit differs from high yield, intricacies around specialty finance lending, opportunities in commercial real estate lending, and much more!
Volatility Clusters
Bear markets are clustering together again.
The Stock Market Doesn’t Care What You Say
The stock market is more powerful than you think.
The Top 10 Stocks in the S&P 500
How many of the top 10 stocks in the S&P 500 will be there in 10 years?
Animal Spirits: The Tariff Tantrum
On today’s show we discuss a healthy correction in the stock market, growth stocks getting slaughtered, bonds are working again, recession worries are back on the table, international stocks are outperforming, the slowing labor market, AGI is coming, millennials are going to be waiting for their inheritance, how Covid changed everything and much more.
How to Make it a Healthy Correction
Some thoughts on another market correction.
Talk Your Book: A Better 60/40 Portfolio
On today’s show, we are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions about option-based strategies, and much more!