How volatility works in bull and bear markets.
Ben Carlson
The U.S. Real Estate Market in Charts
An update on housing data.
Is Europe a Buy Here?
The contrarian case for Europe.
Is the Small Cap Premium Dead?
Are small cap stocks dead money?
Animal Spirits: Who Owns the Stock Market?
On today’s show, we discuss the biggest difference between bull and bear markets, cyclical vs. secular bull markets, what’s wrong with Europe, Gen Z is obsessed with the stock market, spending on concerts, everyone is moving to the south, how the Fed can help the housing market, when to honk your horn, spending on groceries and much more.
Bull Market Headlines
Gen-Z vs. millennials attitudes when it comes to the stock market.
Talk Your Book: Growth Stock Concentration
On today’s show, we are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more!
When is the Mean Reversion Coming in the Stock Market?
A historical look at mean reversion on the U.S. stock market.
My All-Time High in Savings
How my personal finance priorities have changed over time.
Supply & Demand in the Stock Market
A closer look at the shrinking number of U.S. stocks.
