Talking Don’t Fall For It with Barry Ritholtz and Michael Batnick.
Ben Carlson
When Does the Federal Deficit Matter?
At what level does government debt become unsustainable?
The 5 Types of Retirement Savers
Thinking about saving for retirement from a number of different perspectives.
Putting the Next Market Downturn into Perspective
Back to the Future in the stock market when losses hit.
Animal Spirits: Apocalyptic Thinking
On this week’s Animal Spirits with Michael and Ben… We discuss: Kobe Bryant and learning to deal with death Why did boomers own so many more homes at a young age than millennials do now? Have zero trading commissions led to increased trading? Why has the turnover of stocks increased in recent decades? Reasons for…
What the 2020s Will Look Like For the Markets
Understanding the markets boils down to a combination of studying the past, analyzing the present and preparing for the future. The future part is always the tricky one because we have no idea what will happen when it comes to any of the most important variables. But we can set expectations based on the general…
The Man Who Tried to Sell the Eiffel Tower (Twice)
Some lessons in sales and trust from the man who tried to sell the Eiffel Tower twice.
Owning a Home is Not For Everyone
Pros and cons of homeownership.
Asset Allocation Quilt Redux
The annual update of my favorite performance chart drew a number of good responses and questions. I’m going to go through two that I thought were worth some more digging: Question 1: Can you take this allocation quilt back 20 years? The past 10 years have felt like complete and utter domination by large cap…
Animal Spirits: The Short Squeeze
Michael and I discuss expected returns, trillion dollar companies, the American dream that’s not for everyone and much more.
