Join Callie Cox, Chief Strategist at Ritholtz Wealth, and Ben Carlson, an investment analyst, as they dissect the post-election market dynamics. They explore the noticeable impacts of Republican gains on stocks and the rise of small-cap stocks. Topics include Bitcoin's potential evolution as a reserve asset and the economic implications of tariffs and immigration policies. The conversation also highlights market reactions to political events and the psychological factors influencing investor behavior, providing listeners with valuable insights into navigating current financial waters.

Michael Batnick and Ben Carlson of Ritholtz Wealth Management rejoin the pod to talk about what they learned from the topsy-turvy 2022 economy and make predictions about 2023 markets.If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. You can find us on TikTok at www.tiktok.com/@plainenglish_Host: Derek ThompsonGuests: Michael Batnick and Ben CarlsonProducer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Carlson, a financial advisor and Director of Institutional Asset Management at Ritholtz Wealth Management, shares his wealth of knowledge on investing. He discusses the crucial role of emotional intelligence in investment decisions, advocating for self-awareness and adaptability. Ben emphasizes the power of diversification and simple strategies like index fund investing. He also delves into tax loss harvesting and balancing wealth with personal happiness, stressing the importance of flexible financial strategies that support both enjoyment and security.

#117: Author and financial advisor Ben Carlson joins Chris to share insights on the current state of the market. They discuss the impact of aggressive Fed rate hikes and the unintended consequences, including the debt ceiling and regional bank collapses. Ben also shares his expertise on where to park cash, comparing I bonds, high-yield savings, short-term Treasury ETFs. Finally they offer strategies for buying a home and lowering mortgage payments in this high-rate environment.Ben Carlson (@awealthofcs) is a prominent figure in the financial world, recognized for his popular blog A Wealth of Common Sense that covers a wide range of financial subjects. He is an accomplished author of four books and the Director of Institutional Asset Management at Ritholtz Wealth Management, where he helps individuals and institutions navigate the complexities of investing and personal finance. He's also the host of one of my favorite podcast's Animal Spirits.Link to Full Show Notes: https://allthehacks.com/market-update-ben-carlsonPartner DealsEight Sleep: $150 off the Eight Sleep Pod to cool, heat, track, & sleep betterDeleteMe: 20% off removing your personal info from the webStoryWorth: Share your family stories in a custom book (+ $10 off)Masterworks: VIP access to skip the waitlistCold Plunge: $150 off The Ultimate Cold Plunge Ice BathFor all the deals, discounts and promo codes from our partners, go to: allthehacks.com/dealsResources MentionedBen Carlson: A Wealth of Common Sense | Animal Spirits Podcast | TwitterBen’s Books: A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan Everything You Need to Know About Saving For Retirement Don’t Fall For It: A Short History of Financial Scams Organizational Alpha: How to Add Value in Institutional Asset Management Finance Apps Quartr YCharts Yahoo Finance Koyfin Portfolio Visualizer ATH #42: Beating Inflation, Alternative Assets, and Simplifying Your FinancesATH #91: Die With Zero: Net Fulfillment Over Net WorthHistorical Fed Funds RatesJP Morgan Study: The Agony & the Ecstasy 3.0Treasury Direct: I bondsBiggerPockets Real Estate PodcastTesla Auto Loan SpreadsheetFull Show Notes(02:26) The Current State of the Markets(03:41) Reason Behind Aggressive (Unprecedented) Fed Rate Hikes(05:23) Unintended Consequences: Debt Ceiling and Regional Bank Collapses(06:54) Chris’s Experience with SVB(10:03) Next Steps for Average Investors(11:13) Ben’s Advice to Clients(14:10) Preparing Personal Finances for Recession(15:26) The Tech Recession(21:46) Classifications of Tech Companies(24:32) The Role of Cash in an Investment Portfolio(26:33) What Happens When the Rates Drop?(28:57) The Duration of Current Rates(30:13) The Use of I Bonds(31:34) Investing in High Yield Savings vs. Short Term ETFs(33:47) The Need for an Emergency Fund(36:13) Exploring Future Employment Opportunities(37:19) Buying a Home in a High Rate Environment(40:53) Strategies to Lower Mortgage Payments(49:11) Maximizing Net Fulfillment(50:48) Optimizing the Home Buying Experience(52:53) Auto Loans(54:12) Credit Unions(55:00) Student Loans(55:48) Ways to Estimate Risk and Potential Upside(57:40) Ben’s Recommendations for Financial ServicesConnect with All the HacksAll the Hacks: Newsletter | Website | Membership | EmailChris Hutchins: Twitter | Instagram | Website | LinkedInEditor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Derek welcomes back the economic roundtable of Michael Batnick and Ben Carlson, cohosts of the 'Animal Spirits' podcast, to debate who killed Silicon Valley Bank, how much we should blame the Fed, how much we should blame Silicon Valley venture capital firms, whether this will change the direction of monetary policy, and whether the U.S. has too many banks in the first place.If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. You can find us on TikTok at www.tiktok.com/@plainenglish_Host: Derek ThompsonGuest: Michael Batnick and Ben CarlsonProducer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

Talmon Smith, a New York Times economics reporter, joins Ben Carlson from The Compound team for a lively discussion about the economy. They dive into job data revisions and the implications for the upcoming elections, with a humorous take on interest rates and monetary policy. The conversation also sheds light on the complexities of the labor market, inflation dynamics, and how regional economies are faring. With anecdotes and insights, they address the disconnect between personal finances and broader economic perceptions, creating an engaging blend of analysis and storytelling.

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of 'A Wealth of Common Sense', shares his expertise on investing mistakes. He discusses the risks of market timing and the pitfalls of following celebrity investors. The importance of long-term strategies shines through as he advises against selling during bear markets and overreacting to short-term volatility. Ben emphasizes the need for a tailored investment approach, valuing disciplined strategies over chasing trends.

Financial expert Art Hogan and financial analyst Ben Carlson join the podcast to discuss geopolitics, market outlook, energy stocks, housing market, low interest rates, inflation impact on spending, mortgage rates, investing strategies, historical market performances, portfolio adjustments, and reflections on the financial world.

Ben Carlson, ein erfahrener Vermögensverwalter und Autor, teilt 20 essentielle Lektionen zur Geldanlage. Er diskutiert, wie emotionale Intelligenz und Risikowahrnehmung entscheidend für erfolgreiche Anleger sind. Carlson gibt praxisnahe Tipps, um die eigene Finanzstrategie zu reflektieren und besser zu navigieren. Sein Ansatz regt dazu an, über die traditionellen Sichtweisen zur Geldanlage hinauszudenken und gewonnene Erkenntnisse sofort anzuwenden.

In this discussion, investing expert Ben Carlson shares his insights on the pitfalls of blindly following billionaire investors, urging listeners to tailor strategies to their own goals. He delves into the challenge of overconfidence and the difficulties in benchmarking against the S&P 500, stressing that consistent commitment to an investment approach is vital. Ben also highlights how extreme market movements are more uncommon than perceived, encouraging informed decision-making and a realistic view of performance in the financial landscape.