On today’s show we discuss Future Proof Citywide in Miami, the DeepSeek rug pull on Nvidia, what this means for the Mag 7 stocks, the most beloved bear market of all-time, Howard Marks on why this isn’t a bubble (yet), hedge fund fees, leveraged ETFs, the price of eggs, hiring a private chef, a young couple’s monthly budget in Brooklyn and more.
Ben Carlson
Some Things I’m Never Going To Do
Some thoughts on AI and a bunch of other stuff.
Talk Your Book: The Private Credit Opportunity Set
On today’s show, we are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss valuations in the VC market, what advisors should be asking about when investing in this space, issues with crowding within the private credit space, and much more!
Margin of Too Much Safety
Why Seth Klarman has underperformed.
CFA vs. CFP
A deep dive into the difference between getting your CFA and CFP designations.
Is It Time To Lock in 5% Yields?
What’s the best way to lock in 5% bond yields?
How Often Are We in a Recession or Bear Market?
A historical look at recessions and bear markets in the United States going back 100+ years.
Talk Your Book: 3 Reasons to Buy Bonds
On today’s show, we are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
What’s a High Income?
What income does it take to be in the top 5% and top 10% in the US?
The New Housing Market Premium
How the loneliness epidemic could impact the housing market.
