Making $500k and still feeling middle class.
Ben Carlson
Animal Spirits: The Best Stocks in History
On today’s show we discuss how markets are controlling the war, the cost of higher energy prices, why the stock market isn’t falling more, why the Fed shouldn’t raise rates, the Forrest Gump market, why gold is down 20%, the not-so-K-shaped economy, AI is making us work more, accidental landlords, how to create a good business and more.
A Short History of Stock Market Pullbacks
The hardest part about market corrections.
Talk Your Book: What’s the Latest in Crypto?
On today’s Talk Your Book, we talk to Krista Lynch from Grayscale about crypto legislation, stablecoins, ETFs, in-kind creations and more.
Viral Charts
Is the median homebuyer really 59 years old? Does the top 10% really account for half of all consumer spending?
Ignoring the Noise is Impossible
Two ways to deal with noise.
The Worst Asset Class For the Next 5 Years
Which one will be worse: Housing or private equity?
Animal Spirits: The Perfect Price of Oil
On today’s show we discuss why oil prices aren’t higher, complacency in the markets, energy stocks, oil as the new meme stock, geopolitical events vs. the stock market, why AI isn’t a bubble, bitcoin isn’t dead yet, housing affordability is improving, private credit redemptions, the case for PE stocks, who orders DoorDash, there is no retirement crisis and more.
An Asset-Liability Mismatch
Some thoughts on private credit.
Talk Your Book: After-Tax Alpha
On today’s Talk Your Book we speak with Erkko Etula CEO and Chief Investment Officer of Brooklyn Investment Group about tax advantaged long/short SMAs.
