Why this cycle’s IPO class is nothing like the dot-com bubble.
Ben Carlson
9 Questions I’m Pondering at the Moment
Some random questions I’ve been thinking about lately.
What Does the Future Hold For CFA Charterholders?
A podcast listener asks: What do you think the future looks like for people with the CFA designation/skillset? We’re hearing constantly that the investment management function is becoming commoditized. As a 30-year-old charterholder, it’s disheartening to not know where I fit in our industry. I’m effectively being let go from the small RIA I work…
A Eulogy for the 60/40 Portfolio
The 60/40 portfolio passed away on October 16, 2019, from complications of low interest rates and a bad case of Fed manipulation. This is the 27th time 60/40 has died in the past decade but enemies market timing, day traders, and alternative investments are hopeful it will stick this time around. 60/40 was 91 years…
Animal Spirits: The Undies Indicator
Michael & Ben discuss the streaming wars, the NBA-China kerfuffle, what a CFA means today and much more.
When Performance Leads Assets
When performance causes outsized flows into and out of funds.
Re-Kindled: Malcolm Gladwell
On this edition of Re-Kindled, we re-read Malcolm Gladwell’s first two books, Tipping Point and Blink. We discuss: Why is there so much backlash against Gladwell The rise of pop psychology Why has Sesame Street been so popular for so long? What causes ideas to spread like wildfire? The big investor who had money with Bernie Madoff…
Terrible Business Plans, Wonderful Businesses
Business plans that sound ridiculous until you realize how well they worked in real life.
Where Have all the Stock Market Wizards Gone?
Why we’re unlikely to see many new stock market wizards in the coming decades.
World War II: The Economic Anomaly
How World War II changed the economic landscape.
