Keep politics out of your portfolio.
Ben Carlson
What’s the Worst Long-Term Return For U.S. Stocks?
A historical look at long-term real returns on the U.S. stock market.
Animal Spirits: Living the Dream
On today’s show, we discuss why the stock market doesn’t care who the president is, the U.S. stock market is having a boring year, the biggest winners in stock market history, the economics of a martini, the best comedy movies of all-time, the broken beer bottle economy, Nvidia employees are rich and much more.
Are Higher Rates Finally Starting to Impact Consumer Finances?
An update on the state of the U.S. consumer balance sheet.
The Biggest Winners in the Stock Market
The biggest winners in the stock market from 1926-2023.
Talk Your Book: Future Proof 2024
On today’s show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss changes and updates to Future Proof 2024, breakthru meetings and experiences, the updated fintech demo alley, who should attend Future Proof, Third Eye Blind, and much more!
Waiting For the Coast to Clear on Inflation
Some thoughts on inflation and bear market bottoms.
The Best Investment I Ever Made (the Pros & Cons of Owning a Vacation Home)
Some thoughts about out experience owning a second home.
How Many Millionaires Are There?
Some thoughts on inequality, progress and enough.
Talk Your Book: Trend Following with Eric Crittenden
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!
