Today’s Animal Spirits: Talk Your Book is presented by The Acquirer’s Fund: We discuss: Deep value investing with Tobias Carlisle Valuing businesses from the perspective of a private equity firm Where did the 130/30 fund structure originate? Have the new growth stocks changed the game for value investing? Why you shouldn’t short stocks based on…
Ben Carlson
My Questions About Negative-Yielding Debt
I have more questions than answers about all the negative-yielding government debt in the world.
The Thing That’s Probably Blowing a Hole in Your Budget
Why car loans are getting out of control.
Animal Spirits: A Single Push-Up
Michael and Ben discuss why movie comedies are dying, how Netflix is changing entertainment, online savings accounts and much more.
The Upside of a Recession
Looking at the glass as half full for the next recession.
Talk Your Book: Global Factor Investing
Michael & Ben talk with Vincent De Martel about the Invesco Global Factor Investing Study.
On The Benefits of Being Average
What index funds, Seth Rogen, and golfing have to do with the benefits of being average.
Interest Rate Chasing in Your Savings Account
Yesterday I got an email from Marcus, my online savings account. They lowered the interest rate on my savings (and everyone else’s) from 2.25% to 2.15%. I heard stories from people who use other savings accounts that also saw a drop. These online savings accounts are obviously getting ahead of the possible Fed rate cut…
Will Trend-Following Continue to Disappoint?
A historical look at trend-following during bull markets.
Animal Spirits: The Great Depression of 2073
This week’s Animal Spirits is sponsored by MarketSmith: Go to www.investors.com/animal to receive your first three weeks of the MarketSmith service for just $19.95. We discuss: Why Michael is getting back into trading Facebook’s new cryptocurrency Is it a good thing more professional investors are buying up starter homes? Should Vanguard get into private equity? Should the…