What if the bull market is only halfway done?
Ben Carlson
Animal Spirits: It’s What It Is
On this week’s Animal Spirits with Michael and Ben we discuss: The pros and cons of Netflix handing the keys over to creatives The Irishman The coming generational wealth transfer Celebrating some good news in the economy Why the fin is the hardest part of fintech There are too many contrarians in the world Is…
There’s Always a Bear Market Somewhere
It seems like everything is up over the past 10 years or so but there have been a number of market segments that have been left behind by this bull market.
Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers
Michael and Ben talk with Will Rhind and David Barse about their new ETF that seeks to screen out the biggest losers in the S&P 500.
Where Have All The Stock Market Returns Come From This Decade?
How much have fundamentals driven the bull market in stocks?
Is Daycare the Next Student Loan Crisis?
Before my oldest entered kindergarten this fall, we had 3 children going to daycare for a year-and-a-half or so. Our twins still have a few years to go. The monthly bill was higher than our mortgage payment (including property taxes). Luckily, my wife and I love our daycare. Our kids love going and playing with…
All-Time Highs Are Both Scary & Normal
New all-time highs aren’t something to fear in the stock market.
Animal Spirits: The Nastiest, Hardest Problem in Finance
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: The Charles Schwab-TD Ameritrade deal Did Robinhood completely change the landscape in asset management? The Robloncho and the Cybertruck How to crack the retirement income problem…
We Don’t Need a Recession For a Reset in the Stock Market
The stock market doesn’t need a recession for a large correction.
Talk Your Book: Value & Momentum with Wes & Jack
Ben & Michael chat with Wes Gray & Jack Vogel from Alpha Architect about their thoughts on value and momentum investing strategies.
