On today’s show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more!
Ben Carlson
How to Spend More Money
4 ways to spend more money.
Depreciating Financial Assets
It’s really expensive to own a vehicle these days.
How to Get Rich When You’re Young
Some thoughts on how young people can build wealth.
Animal Spirits: The Nothing Ever Happens Market
On today’s show we discuss why investors are ignoring scary headlines, war vs. the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it’s getting more expensive to own a car, Mark Zuckerberg is desperate, the stablecoin opportunity set, baby boomers are never selling their houses and more.
How to Make Money in Real Estate
Baby boomers don’t want to sell their homes.
Talk Your Book: Turning Capex into Cashflow
On today’s show, we are joined by Sean O’Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more!
The Most Volatile Decade
Markets are volatile but just keep going up.
The Top 1%
Are rich people immune to the economy?
Expected Returns in the Stock Market
What the Bogle Expected Return Formula says about today’s stock market returns.