How often do bear markets occur?
Ben Carlson
Not All Stocks Recover Their Losses
A closer look at the drawdown profile of individual stocks.
The Best Time to Sell Your Stocks
When should retirees sell stocks for RMDs?
Animal Spirits: Most Stocks Suck
On today’s show we discuss long-term bond yields rising, why government debt won’t fall, where all the dry powder is coming from, how often you should expect bear markets, a weird time to be rich, $97 salads, why starter homes died, retail bagholders, why everyone takes Social Security early, Tom Cruise and more.
When Housing Was Affordable
Why don’t we build more houses anymore?
Some Theories About How the World Works
Some thoughts on how I see the world.
Talk Your Book: Investing in Goldminers
On today’s show, we are joined by Ima Casanova, Portfolio Manager for the active gold and Precious Metals Strategy and Senior Analyst for the active Natural Resources Equity Strategy to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more!
Talk Your Book: The Nasdaq 100 of Crypto
On today’s show, we are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is constructed, Bitcoins investment thesis, and much more!
Where is All of the Money Coming From?
How do investors continue to buy the dip?
The Dumb Money Isn’t So Dumb Anymore
Is financial education finally working?