On today’s show, we are joined by Cole Wilcox, Founder and Chief Investment Officer of Longboard Asset Management to discuss if trend following still works for stocks, how to set the expectations for investors using trend following, positioning alts within a portfolio, and much more!
Ben Carlson
Deep Finance Thoughts by Ben Carlson
A random assortment of things I’ve been thinking about, reading about and watching of late.
The Long-Term Depends on Your Time Horizon
A closer look at the long-run returns on the stock market.
The U.S. Housing Market vs. The Australian Housing Market
A closer look at Australian housing prices.
Don’t Freak Out
Some thoughts on tariffs and Apollo 13.
Talk Your Book: Bitcoin for Anyone
On today’s show, we are joined by Matt Kaufman, SVP, Head of ETFs at Calamos to discuss using downside protection for cash, understanding caps and buffers using Bitcoin, the Bitcoin options market coming online, how 24hr crypto trading affects the market, and much more!
The Perfect Level of Wealth
Why money doesn’t make you content.
The Advisor Cheat Code
My talk with Fred Barstein about how financial advisors can become more profitable.
Is This a Bubble?
A deep dive with some help from Howard Marks on bubble talk in the markets.
Does Buy the Dip Work?
A closer look at the pros and cons of a buy the dip strategy.
