On today’s show we discuss Jerome Powell’s speech at Jackson Hole, Nvidia millionaires, financial voices you can safely ignore, housing affordability, what it takes to be considered wealthy, every generation thinks they have it bad, Michael’s college transcript and much more.
Ben Carlson
Financial Voices I Ignore
How I filter my sources of financial information.
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos’ favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and much more!
Why People Don’t Save Enough For Retirement
Some legitimate reasons many people don’t save enough for retirement.
Talk Your Book: Alt Goes Mainstream with Michael Sidgmore
On today’s show, we are joined by Michael Sidgmore of Broadhaven Ventures to discuss all things Alternatives.
Chasing Star Fund Manager Performance
How investors lost $7.5 billion in Cathie Wood’s ARKK fund.
The 60/40 Portfolio Win Rate
A historical look at the win rate for the 60/40 portfolio over various time frames.
Animal Spirits: Inflation or Price Gouging?
On today’s show we discuss what an average year in the stock market looks like, Seinfeld on consumers, why inflation is such a tricky concept, millennials are richer than you think, grocery stores are not the enemy, star fund managers, how demographics will help the housing market, sending your kids away to summer camp and much more.
15 Ways to Lose Money in the Markets
How to make poor investment decisions.
Talk Your Book: Quality Growth Investing
On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and much more!