On today’s show we discuss why the stock market feels like it makes no sense, stocks are the smart money, the speed of market moves, an epic bull market run, a new inflation regime, Hyperliquid, what Austin got right on housing, consumers are still spending, Michael’s number one rule of investing and more.
Ben Carlson
Tax Alpha
Why tax alpha is all the rage.
Talk Your Book: Juicing Your Returns
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about how autocallable ETFs work, the structured products boom and a new way to target growth in your portfolio.
New All-Time Highs
The Roaring 20s are in full swing in the stock market.
Everything is Faster Now
Markets are moving faster than ever before.
How Are Consumers Still Spending So Much?
An update on consumer spending.
Animal Spirits: Everyone Back in the Boat
On today’s show we discuss Tax Day, the benefits of writing, energy vs. tech, a confusing labor market, a rite of passage for younger generations, millennials vs. boomers, AI uncertainty, Bitcoin vs. software stocks, the downfall of Nike and more.
Tops and Bottoms
What if you invested at the bottom of a bear market? What about the top before a bear market?
Talk Your Book: The Biggest Active ETF
On today’s Talk Your Book we speak to JP Morgan’s Hamilton Reiner about creating income via options and how covered call strategies work.
Plain English
My goal when writing.
