Should young people care about bubbles? Is now the time to double down on tech stocks?
Ben Carlson
Animal Spirits: Never Go All in on Stocks
On today’s show we discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that’s better for parents than their grown-up kids, demographic warfare, why tariffs are so confusing, the data center buildout, AI chart crimes, Michael Saylor and more.
The Greatest Bull Market No One Ever Talks About
Why doesn’t anyone ever talk about the 1950s bull market?
Talk Your Book: Emerging Markets Are Back
On today’s Talk Your Book we speak with Rahul Shama from Schafer Cullen Capital Management about China, the falling dollar, why emerging markets are outperforming and the firm’s dividend-focused strategy.
The Melt-Up
Over the past 10 years the Nasdaq 100 is up almost 20% per year. From the March 2009 lows, the Qs are up 22% per year! That’s more than a decade and a half with annual returns that would make Warren Buffett blush. This has been a magical bull market run. We all know why….
Should You Ever Pay Off Your 3% Mortgage Early?
Is it ever wise to pay off a 3% mortgage?
Trend Following in a Bubble
How does trendfollowing work?
Animal Spirits: Never Pay Off Your Mortgage
On today’s show we discuss how behavior drives bull markets, how many companies outperform the S&P 500, bubble predictions, 5x ETFs, $20 lunches, surviving the AI capex boom, we need lower housing prices, why private credit is an easy sale to make, Halloween decorations and more.
Staying the Course Worked (Again)
Stocks were down big now they’re up big.
Talk Your Book: JP Morgan’s Long-Term Capital Market Assumptions
On today’s show we are joined by JP Morgan’s Gabby Santos to discuss the 30th annual edition of the firm’s capital market assumptions report that covers stock returns, bond yields, inflation, GDP forecasts and more.
