Ben Carlson

Animal Spirits: Economically Unattractive

On this week’s Animal Spirits with Michael and Ben we discuss: Passive bubble feedback What are some legitimate concerns about the rise in indexing? Slack, Uber, Lyft and WeWork all getting smoked Is the private markets bubble bursting? An intro to rewards credit cards Should all the big tech companies have their own credit cards?…

Everyone Struggles

The new Brad Pitt movie Ad Astra that comes out in a few weeks looks like it has potential:     Pitt talked with Kyle Buchanan at the New York Times for a piece that came out this week about the movie, working with the director of the film, and his personal life. You never…

Re-Framing the Next Downturn

It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside. Here’s a piece I wrote for Fortune to provide…

Everybody Wins!

2019 has been a good year for pretty much everything in the financial markets. U.S. stocks, long-term government bonds, and gold are all up big this year: I can’t remember a year when all three of these very different assets were all up so much at the same time. So I looked back at the…