Ben Carlson

Talk Your Book: Agricultural Commodities

This week’s Animal Spirits: Talk Your Book is sponsored by Teucrium: We discuss: How ETFs work when futures are involved ETFs vs. ETNs Why commodities are typically better for tactical trades Where commodities fit within a portfolio How commodities can offset shocks to a stock portfolio The number one use for corn Who trades futures…

Talk Your Book: The Acquirer’s Multiple

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…