How often is the stock market up 30% in a given year?
Ben Carlson
Talk Your Book: Infrastructure Investing
On today’s show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC’s vs interval fund products, risk and return expectations for infrastructure, thoughts on infrastructure investing during rate cycles and election years, and much more!
New All-Time Highs in Everything
New all-time highs in stocks, gold, housing prices, GDP, household net worth, the Lions and hindsight bias.
Election Market Overreactions
Some thoughts on overreactions after an election.
Presidential Terms, Recessions & Bear Markets
Some thoughts on the relationship between presidents, bear markets and recessions.
Animal Spirits: A Once in a Lifetime Investment Opportunity
On today’s show we discuss Warren Buffett’s massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is still king, private equity in target date funds, politics vs. investing and much more.
Some Things I Don’t Believe About Investing
Some thoughts on politics, Warren Buffett’s cash pile, alpha and more.
Talk Your Book: Longevity Income
On today’s show, we are joined by Nate Conrad, Head of LifeX at Stone Ridge Asset Management to discuss how longevity income ETFs work, what LifeX is actually investing in, why matching spending with investment products is important, understanding the inflation adjustment for inflation protected income funds, declining LifeX fees over time, and much more!
1999 vs. 2024
A look back at the biggest winners in 1999 vs. the biggest winners today.
Don’t Take Financial Advice From Hedge Fund Managers
Some thoughts on a dire warning from Paul Tudor Jones.
