How do you track your progress towards retirement?
Ben Carlson
Animal Spirits: The Mother of All Bubbles
On today’s show we discuss US exceptionalism in markets and the economy, losing all of your retirement savings, yield sells, financial nihilism, the downfall of the CFA, the greatest trades of all-time, a 10 year outlook on housing prices, the bull market in podcasts on YouTube, the psychology of tipping and much more.
U.S. Markets Are Swallowing the Rest of the World
The United States is dominated the world’s financial markets.
Talk Your Book: J.P. Morgan’s Guide to ETFs
On today’s show, we are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to discuss the growth of ETF products, asset flows in and out of thematic ETFs, fixed income benchmarking, active investing with fixed income, and much more!
Do We Need More Bubbles?
The positive externalities of bubbles.
Is It Too Late to Buy Bitcoin?
Isaac Newton vs. Bitcoin.
Animal Spirits: The Leverage Mania
On today’s show, we discuss great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics, a lightning round of vacation thoughts, and much more!
20 Lessons From 20 Years of Managing Money
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. ******* I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn…
Why I’m Selling Some Bitcoin
Why I’m selling half of my Bitcoin position.
The Wall of Worry is Dead
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
