Ben Carlson on investing, markets, and financial decision-making.
If you read enough personal finance books you’re bound to come across the parable about the businessman and the fisherman. I’ve certainly read the story numerous times. It goes something like this: An American businessman is vacationing in a small coastal vill…
Bull markets vs. bear markets. The post The Bear Markets appeared first on A Wealth of Common Sense. ...
On today’s show we discuss how price sets the narrative, the blue tsunami, data center backlash, Thursday’s stock market wipeout, why everyone is always wrong about the markets, recency bias in politics, the market’s response to the mid-terms, Jensen Huang’s a…
Some thoughts on the craziest week of the year. The post This is Why You Need a Plan appeared first on A Wealth of Common Sense. ...
On today's Talk Your Book we speak with Kacie Walsh Jason from Dimensional Fund Advisors about the benefits of investing in separately managed accounts. Then we speak with Wes Mathews from NEOs about the explosion in option income ETFs and what it means for yo…
Why a mid-life crisis is impossible to ignore. The post Expect Less and Appreciate More appeared first on A Wealth of Common Sense. ...
We had some big drawdowns in the market this week. The post Diversification & Drawdowns appeared first on A Wealth of Common Sense. ...
Some thoughts on the pros and cons of a dividend investment strategy. The post Is it Realistic to Live Off Your Dividends? appeared first on A Wealth of Common Sense. ...
On today's show we discuss reasons to be bearish, the joys of indexing in an AI boom, carnage in name-brand stocks, why the stock market is not down more, how the investing rules have changed, the buy the dip generation, Anthropic's insane growth, AI agents vs…
An update on household balance sheets. The post How Are U.S. Household Finances Doing? appeared first on A Wealth of Common Sense. ...
On today's Talk Your Book we speak with Brian Griggs from Nuveen about how they help financial advisors build better portfolios, dealing with AI-related volatility, when to rebalance, the opportunity in bonds, private markets and more. The post Talk Your Book:…
There are a lot of stocks getting hammered right now. The post A Bloodbath in the Stock Market? appeared first on A Wealth of Common Sense. ...
Why are earnings up way more than the stock market this year? The post Earnings & Expectations appeared first on A Wealth of Common Sense. ...
Housing is not an investment. The post Is Buying a House Now a Bad Investment? appeared first on A Wealth of Common Sense. ...
On today's show we discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so we…
Elizabeth Holmes and the power of self-deception. The post Why Smart People Make Dumb Decisions appeared first on A Wealth of Common Sense. ...
On today's Talk Your Book we speak with Matt Kaufman from Calamos about generating income in your portfolio outside of bonds, alternative yields sources, how to spend more money in retirement, creating a sustainable withdrawal strategy and more. The post Talk…
I talked to Christine Benz about the many challenges involved in retirement planning. The post What If This is the Worst Time to Retire? appeared first on A Wealth of Common Sense. ...
On today's Talk Your Book we speak with Tim McCourt of CME Group about how single stock futures work, 23/5 trading hours, leverage, hedging and much more. The post Talk Your Book: Investing in Single Stock Futures appeared first on A Wealth of Common Sense. ..…
How markets have evolved. The post Markets Are Always Different This Time appeared first on A Wealth of Common Sense. ...
I bought some bonds. The post How I Think About Investing in Bonds appeared first on A Wealth of Common Sense. ...
On today's show we discuss AI debt concerns, Coreweave's Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the average stock this year, valuations are falling everywhere, how the stock market…
Why it's so hard to predict the AI future. The post Tech People Don’t Know What’s Going to Happen Either appeared first on A Wealth of Common Sense. ...
Today’s Talk Your Book is brought to you by Victory Capital: To learn more about Victory Capital click here: www.vcm.com On today’s show, we discuss: Why value and momentum can be complementary factors How buffering rebalances can help keep turnover low compar…
When to expect lower stock market returns. The post 15 Year Stock Market Returns appeared first on A Wealth of Common Sense. ...
A historical look at the importance of interest rates. The post What’s the Right Level of Interest Rates For the Economy? appeared first on A Wealth of Common Sense. ...
Diversifying stock market concentration. The post Hedging the AI Trade appeared first on A Wealth of Common Sense. ...
On today's show we discuss stock market concentration worries, how to hedge AI market risk, maxing out your 401k, who got richer this decade, AI is crowding out the economy, tariffs didn't work, higher rates are crushing the housing market, why people love par…
It's time to rebalance your portfolio. The post Is It Time to Rebalance Your Portfolio? appeared first on A Wealth of Common Sense. ...
Today’s Talk Your Book is brought to you by JP Morgan: To learn more about the JPMorgan Strategic Income Opportunities Fund click here: https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-strategic-income-opportunities-fund-i-4812a4351 On toda…