Asking some questions about the Fed, steamers, fire places, small caps and more.
Ben Carlson
Talk Your Book: Investing in BlackRock’s Mega Forces
On today’s show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock’s favorite Mega Force themes to invest in, investing in the reshoring theme, IBIT trading volume, the Ethereum ETF launch and Ethereum use cases, getting cash off the sidelines, and much more!
Some Things I Don’t Want When I Grow Up
Why I never want to become a rich guy who complains about taxes or a grey-haired permabear.
Talk Your Book: Investing in Corporate Culture
On today’s show, we are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing this fund, the importance of portfolio construction when utilizing factors, and much more!
The 11th Commandment
Keep politics out of your portfolio.
What’s the Worst Long-Term Return For U.S. Stocks?
A historical look at long-term real returns on the U.S. stock market.
Animal Spirits: Living the Dream
On today’s show, we discuss why the stock market doesn’t care who the president is, the U.S. stock market is having a boring year, the biggest winners in stock market history, the economics of a martini, the best comedy movies of all-time, the broken beer bottle economy, Nvidia employees are rich and much more.
Are Higher Rates Finally Starting to Impact Consumer Finances?
An update on the state of the U.S. consumer balance sheet.
The Biggest Winners in the Stock Market
The biggest winners in the stock market from 1926-2023.
Talk Your Book: Future Proof 2024
On today’s show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss changes and updates to Future Proof 2024, breakthru meetings and experiences, the updated fintech demo alley, who should attend Future Proof, Third Eye Blind, and much more!
