On today’s show, we discuss why it’s finally time for the Fed to cut rates, when valuations will matter again, the best hedges against an AI boom-bust cycle, what would cause housing prices to fall, no one moves anymore, how tragedy can provide some perspective on your finances, bull markets lead to lower crime rates, bad drivers, and much more!
Ben Carlson
Chasing the Biggest Stocks
Will Nvidia, Apple and Microsoft continue their dominant run of outperformance?
Talk Your Book: A $20 Trillion Dollar Market Opportunity
On today’s show, we are joined again by Bob Long, CEO of StepStone Private Wealth to discuss:
– The basics of private credit
– How the Dodd-Frank Act affected the banking industry
– What types of deals StepStone is pursuing
– Why private credit earns higher yields, and much more!
Roger Federer vs. the Stock Market
Why Roger Federer is like the stock market.
How to Be Happier at Work
The importance of having friends on the job.
The Two Types of Money People
Tightwads and spendthrifts in retirement.
Not Getting Rich Fast Enough
The markets don’t provide you high returns just because you need them.
Talk Your Book: Utilizing Dividends for Income
On today’s show, we spoke with Chris Floyd, VP and Portfolio Manager for Franklin Templeton Investment Solutions to discuss:
– How rates affect high-dividend paying companies
– The low volatility aspect of the portfolio
– Utilizing REITs as an income driver
– Systematic approaches to screening out negative factors vs concentrating on positive factors, and much more!
Fixed Income Has Income Again
A look at the risks in the bond market.
The Bottom 50%
A closer look at the pandemic economic fortunes of the bottom 50%.
