Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
United States (National)
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Ben Carlson's focus on investment analysis and data citation suggests that he would be interested in receiving pitches related to insightful analyses of investments, stock market trends, and financial decision-making. Specifically, pitching specific data-backed insights into the topics covered such as investing strategies, retirement planning with a margin of safety, historical market returns or equal weight investing may resonate well with him.
Given his coverage attributes leaning toward personal finance and finance & economy themes, tailored pitches offering unique perspectives on personal finance management or economic trends could capture his attention. It is important to note that while Ben covers real estate industry topics to some extent, they are not central to his coverage.
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When interest rates were low in the 2010s and early-2020s, investors in search of a balanced portfolio had two choices.
Ben has done a good job putting stock market concentration into context for me over the years. I’ve held onto my index funds despite the top 10 holdings becoming a much larger piece of the pie every year. I would be lying though if I said I’m not worried about AI being the ONE BIG TRADE. I’m not a fan of timing the market and going to cash (even with t-bills yielding 4%) so what’s the best way to hedge the concentrated AI trade? How can I diversify but still take risk?
Edward Chancellor’s The Price of Time provides a wonderful explanation of the importance of interest rates in a functioning economic system.
Through the end of September, these are the annual returns over various time frames for the S&P 500:
A historical look at the importance of interest rates.
In the fall of 2022, the inflation rate peaked at more than 9%:
On a recent episode of Animal Spirits, Ben mentioned he bought bonds for the first time in his career. Can we hear more on this? I’m 38 and 100% of my investments are in broad-based index funds. It has served me well up to this point. But lately I’ve been bond-curious. How did you decide what type of bonds to buy?
By: Ben Carlson
How markets have evolved.
How markets have evolved.
One of the hard parts about financial planning is that you get plenty of at-bats at the little stuff, like spending money, investing, and saving, but not a lot of opportunities to practice the big stuff.
