Michael & Ben discuss the Fed’s new mandate, inflation, Robinhood traders, a new way to buy a car and more.
Ben Carlson
The 2 Variables That Drive Stock Prices
The Jack Bogle expected returns formula.
My Strategy For Dealing With FOMO
When the fear of being in morphs into the fear of missing out.
Bull Case / Bear Case
Looking at both sides of every asset class at the moment.
The Case For a Post-Covid Spending Boom
American’s are sitting on trillions in excess savings at the moment.
Talk Your Book: Sectors & The Business Cycle
Michael and Ben speak with State Street’s Matt Bartolini about the various market sectors.
The Problem With High Expectations
The tug of war between complacency and contentment.
Animal Spirits: Trickle Up Economics
Michael and Ben discuss all the stuff they’re reading, writing, watching and thinking about.
Risk and Return in the Stock Market Are Not Evenly Distributed
Risk and return are not evenly distributed in the stock market.
What Happened to the Middle Class?
The good news and bad news about a shrinking middle class.
