Is stock market concentration here to stay?
Ben Carlson
Animal Spirits: It Feels Like 1999
On today’s show we discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is going to call the top, hyperscalers vs. the labor market, international stocks are outperforming, Taylor Swift, junk stocks, the top 1% vs. the bottom 90% and more.
Why You Don’t Feel Rich
Some thoughts on how to feel rich and why so many Americans are miserable despite being the richest country in history.
Talk Your Book: Investing in Public and Private Credit
On today’s show we discuss PIMCO’s outlook on the fixed income markets, their best ideas, how to think about the 60/40 portfolio and more with Jason Duko.
Can the Stock Market Predict the Future?
The stock market vs. earnings during bull and bear markets.
Ben’s Spending Rules
How my thoughts on spending money have changed over the years. And why I’m spending more money that ever today.
How Do You Invest During a Bubble?
Four options for investors who think we’re in an AI bubble.
Animal Spirits: Why Retail is Outperforming
On today’s show we discuss the thing that matters most to for the stock market, why AI is a bubble, inequality in the stock market, emerging markets are finally outperforming, why investor behavior has improved, economic growth remains strong, rich people are powering the economy, the private equity dry spell, airport lounges and more.
Why is the Stock Market Up So Much in the 2020s?
A closer look at the biggest driver of stock market returns over the past 13 decades.
Talk Your Book: Investing in the All Weather Strategy
On today’s Animal Spirits Talk Your Book we talk to Matt Bartolini from State Street and Chris Ward from Bridgewater Associates about the SPDR Bridgewater All Weather ETF, the strategy’s origins, how it works, the fees involved and much more.
