A reader asks: I read something this past week that, while I trust the source, it seems hard to comprehend, let alone believe… that virtually all of the nearly 30% gain in the S&P 500 since ‘17 has come outside of normal US market trading hours. More specifically, that since January ‘17 just 2% of…
Ben Carlson
Talk Your Book: The Net Lease REIT ETF
Michael & Ben sat down with Chris Burbach & Alexi Panagiotakopoulos to discuss investing in REITs and their new net lease REIT ETF.
Managing Money vs. Managing Wealth
Some lessons learned from a financial advisor who helps NBA, NFL, PGA, and MLB players manager their finances and spending.
Highlights From Stuff I’ve Been Reading Lately
Highlights from Range by David Epstein, An Economist Walks Into a Brothel by Allison Shrager, The Big Change by Frederick Lewis Allen & more.
Only a Good Idea in Hindsight
People were skeptical of Google when it IPO’d. Amazon’s own employees didn’t think Prime would be a success. Good ideas are often only known in hindsight.
Animal Spirits: The Influencer Bubble
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The pogo stick indicator. The poor performance of alternative funds. Tariff impacts on Chipotle. Is the bond market really that smart? Can yields be used to…
Is the Bond Market Really That Smart?
Is the bond market really smarter than the stock market? Are bond investors really going to tell us when the next economic downturn is coming?
Re-Kindled: Where Are the Customers’ Yachts?
On this edition of Re-Kindled, Michael and Ben dive into the classic book Where Are the Customers’ Yachts? to see how well Fred Schwed’s book has held up.
Just the Facts About Market Corrections
The S&P 500 has experienced a correction of at least 5% or worse in 65 out of the past 70 years. Corrections are the price of adsmission in stocks.
Business Booms & Depressions: 1775-1943
From the Federal Reserve, this is a history of inflation, deflation, asset prices, national income, booms, busts, recessions and depressions from 1775-1943.
