Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.

00:48 Ben Carlson's Career Journey

01:54 Investment Strategies and Asset Allocation

02:51 Impact of the Great Financial Crisis

09:22 The Role of a Wealth Manager

11:55 DIY Investing vs. Professional Advice

15:50 Navigating Market Noise and Historical Context

22:31 The AI Boom and Investment Implications

26:27 Market Predictions and Diversification

28:03 Realistic Expectations in Wealth Management

29:39 Personal Investment Strategies

32:51 Avoiding Market Timing Pitfalls

35:49 Automating Investments for Success

42:51 Balancing Saving and Spending

Companies mentioned: NVDA

Find Ben’s work at: https://awealthofcommonsense.com/

*****************************************

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*Terms and Conditions apply.

*****************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

#756 : Dean Delray talks Queensrÿche, UFO spoofs and how The Kardashians owe everything to The Jersey Shore