A few weeks ago we were having a discussion on Twitter about the greatest finance movies. Here’s the list we came up with: The Big Short Trading Places Wall Street Boiler Room Margin Call The Wolf of Wall Street Someone then had the bright idea to recommend Michael and I re-watch some of these classics…
Ben Carlson
Putting Private Equity Dry Powder Into Perspective
The Wall Street Journal had a piece this past week about cash piling up at private equity firms as valuations in the space continue to rise: For North American PE firms alone this “dry powder” is fast approaching $800 billion. That’s a lot of cash on the sidelines. The problem is, this technically isn’t cash…
Is the 100-Hour Work Week in Investment Banking Worth It?
Advice for college grads thinking about going into investment banking.
Bull Markets Last Much Longer Than You Think
What if the bull market is only halfway done?
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.
