Understanding the motivations behind market crash predictions.
Ben Carlson
Rituals and Routines
Dana Cavalea became the strength and conditioning coach for the New York Yankees at the tender age of 23. He quickly learned professional athletes who play more than 30 pre-season games, 162 regular-season games, and potentially dozens of more games in the playoffs need to have a structured routine in place in order to succeed….
Animal Spirits: Worst Call Ever?
Michael and Ben give their review of Disney+, the most bearish call on Netflix, Armegeddon calls and much more.
Would the Stock Market Crash if Elizabeth Warren Became President?
Billionaires are worried about Elizabeth Warren becoming president.
Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
Michael and Ben sat down with Halo Innvesting’s Jason Barsema to discuss structured products.
What Would You Have Done in 2009?
Advice for those who are still sitting in cash since the Great Recession.
Wealth Inequality and the Anti-Risk Bubble
In the latest Howard Marks memo he discusses his first dealings with negative interest rates with an investment in Europe in 2014: I had my first direct brush with negative interest rates in 2014, when I was making an investment in Spain. The closing was due to take place on Monday, and I wired funds…
U.S. Household Debt Isn’t As Bad as You Think
Putting household debt into perspective.
Animal Spirits: I’ve Never Used an Emoji
Michael & Ben discuss Disney+, auto loans, Silicon Valley (the show), and much more.
What Happens Next After Stocks Are Up Big?
Historically after stocks have a big run-up they continue to rise. But there is a catch…
