On today’s show, we discuss great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics, a lightning round of vacation thoughts, and much more!
Ben Carlson
20 Lessons From 20 Years of Managing Money
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. ******* I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn…
Why I’m Selling Some Bitcoin
Why I’m selling half of my Bitcoin position.
The Wall of Worry is Dead
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Timing the Housing Market: When Should You Sell?
Timing the housing market is a bad idea.
Animal Spirits: Everyone in the Pool
On today’s show we discuss 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, are crypto winters a thing of the past, where the low housing price are, becoming a grandparent and much more.
The Miracle of U.S. Equities
What if you invested in stocks in the worst possible years?
Placing Guardrails on Your Portfolio
Some thoughts on asset allocation, when to buy/sell and how to make better investment decisions.
Are U.S. Stocks Overvalued?
A valuation update on U.S. stocks.
Is the United States Going Broke?
Some thoughts on government debt levels.
