Ben Carlson

Animal Spirits: The Emergency Rate Cut

This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: What to make of the coronavirus and its potential impact The stock market sell-off The wild move in interest rates Is a recession the base case…

Talk Your Book: Investing in Commodities

Today’s Animal Spirits: Talk Your Book is presented by USCF Investments: We sat down with Geert Rouwnhorst of the Yale School of Management and John Love of USCF Investments to talk about all things commodities. We discuss: The difference between commodities futures and the prices you see in the media Why it’s impossible to track…

What Happens to Stocks After a Big Down Month?

Stocks just had one of their worst months on record with the S&P falling 8.2% on a total return basis.1 These are the worst monthly declines on the S&P going back to 1926: You can see plenty of these massive down months have occurred in and around some of the worst market crashes in history…