On the Inevitability of an AI Bubble
What if AI is NOT a bubble? The post On the Inevitability of an AI Bubble appeared first on A Wealth of Common Sense. ...
Finance
A Wealth of Common Sense.
Ben Carlson on investing, markets, and financial decision-making.
Recent essays
30 of 114Animal Spirits: The Biggest Short Squeeze of All-Time
On today's show we discuss peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back a…
The Housing Market Recession
The luck of the draw in your career. The post The Housing Market Recession appeared first on A Wealth of Common Sense. ...
Talk Your Book: Why Rising Rates Won’t Hurt You Anymore
On today's Talk Your Book we speak with Ben Barber from Franklin Templeton about investing in municipal bonds, how to think about rising rates, misunderstandings of the muni bond market and more. The post Talk Your Book: Why Rising Rates Won’t Hurt You Anymore…
The Different Kinds of Investors
The many ways to be successful as an investor. The post The Different Kinds of Investors appeared first on A Wealth of Common Sense. ...
The Lowest Consumer Sentiment EVER
Why is everyone so cranky about the economy? The post The Lowest Consumer Sentiment EVER appeared first on A Wealth of Common Sense. ...
How to Reduce Stock Market Stress
Answering a question about big gains in energy stocks. The post How to Reduce Stock Market Stress appeared first on A Wealth of Common Sense. ...
Animal Spirits: A Fire Alarm For Interest Rates
On today's show we discuss the SpaceX IPO, index fund bagholders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad…
Money Without Meaning
Why rich people still have anxiety. The post Money Without Meaning appeared first on A Wealth of Common Sense. ...
Talk Your Book: Investing in the Rise of the Robots
On today's Talk Your Book we speak with Derek Yan from Kraneshares about the investment opportunity in humanoid robots, how far away we are from a more robotic world, the implications for investors, workers, an aging population and more. The post Talk Your Boo…
What Are Rising Interest Rates Telling Us?
Are rising bond yields signaling an alarm? The post What Are Rising Interest Rates Telling Us? appeared first on A Wealth of Common Sense. ...
Creating The Perfect Portfolio
Does it make sense for someone in their 20s to hold a 60/40 portfolio? The post Creating The Perfect Portfolio appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Fat Pitch For Bears
On today's show we discuss what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't…
Stories vs. Statistics
How to tell finance stories. The post Stories vs. Statistics appeared first on A Wealth of Common Sense. ...
Talk Your Book: Is the Nasdaq 100 in Another Bubble?
On today's Talk Your Book we speak with Mark Marex from Nasdaq about the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI's impact on the stock market and more. The post Talk Your Book: Is the Nasdaq 100 in Another Bubble?…
Is This a Bubble?
A closer look at the Nasdaq 100 today versus the dot-com bubble. The post Is This a Bubble? appeared first on A Wealth of Common Sense. ...
The 4 Abilities Every Investor Needs to be Successful
Why studying market history is so important. The post The 4 Abilities Every Investor Needs to be Successful appeared first on A Wealth of Common Sense. ...
50 Years of Stock Market Returns
What's the best one year return for the stock market? The post 50 Years of Stock Market Returns appeared first on A Wealth of Common Sense. ...
Animal Spirits: This Won’t End Well
On today's show we discuss Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto,…
My New Book: Risk & Reward
My new book, Risk & Reward, is out now! The post My New Book: Risk & Reward appeared first on A Wealth of Common Sense. ...
Talk Your Book: Investing in Securitization
On today's Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more. The post Talk Your Book: Investing…
The Melt-Up
"The market might be crazy, but that doesn't make you a psychologist." -Meir Statman The post The Melt-Up appeared first on A Wealth of Common Sense. ...
Why Are Hedge Fund Managers Always Bearish?
Why are hedge fund managers always bearish? The post Why Are Hedge Fund Managers Always Bearish? appeared first on A Wealth of Common Sense. ...
A Government Debt Crisis?
What's the line in the sand on U.S. government debt? The post A Government Debt Crisis? appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
On today's show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government…
Some Things I’ve Learned Lately
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains. The post Some Things I’ve Learned Lately appeared first on A Wealth of Common Sense. ...
Talk Your Book: Animal Spirits Live with F/m Investments
On today's Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more The post Talk Your Book: Animal Spirits Live with F/m Investments appeared first on A…
Higher Gas Prices
Will gas prices hit $6/gallon? The post Higher Gas Prices appeared first on A Wealth of Common Sense. ...
Half a Million Dollars
What does it mean to live paycheck-to-paycheck? The post Half a Million Dollars appeared first on A Wealth of Common Sense. ...
How Does a Bond Ladder Work?
When does a bond ladder make sense? The post How Does a Bond Ladder Work? appeared first on A Wealth of Common Sense. ...