Are big down days a harbinger of worse things to come in the stock market?
Ben Carlson
Animal Spirits: Founder Mode
On today’s show we discuss Josh Brown’s new book, an excellent year for investors, how bullish investors are, a new record high in 401k millionaires, efficient markets, the nostalgia premium, inflation at the arcade, the wait-and-see housing market, the stresses of being a parent, drinking at the movie theater and much more.
Talk Your Book: Balancing Risk and Yield
On today’s show, we are joined by Priya Misra, Portfolio Manager for the JPMorgan Core Plus Bond ETF to discuss why private credit has gotten so popular, where corporate bond spreads are today, high quality companies within the high yield category, what a soft landing means for interest rates, and much more!
31 Years of Stock Market Returns
Historical returns for the S&P 500 from 1993-2023.
Rich vs. Wealthy
Maybe more money does buy happiness.
Timing the Stock Market Using Valuations
Can you use valuations to time the stock market?
Animal Spirits: What is Wealth?
On today’s show we discuss Jerome Powell’s speech at Jackson Hole, Nvidia millionaires, financial voices you can safely ignore, housing affordability, what it takes to be considered wealthy, every generation thinks they have it bad, Michael’s college transcript and much more.
Financial Voices I Ignore
How I filter my sources of financial information.
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos’ favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and much more!
Why People Don’t Save Enough For Retirement
Some legitimate reasons many people don’t save enough for retirement.