Ben Carlson

Ben Carlson, Head of Institutional Asset Management at Ritholtz Wealth and author of A Wealth of Common Sense, joins Callie Cox, Chief Strategist at Ritholtz Wealth, and Kunal Kapoor, CEO of Morningstar. They tackle market surprises of 2025, the implications of government spending, and recession risks. Kunal dives deep into how AI is revolutionizing finance and the growth of active ETFs. The discussion also hints at trends affecting consumer spending, investment behaviors, and the evolving landscape of private markets.

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, co-hosts of the Animal Spirits podcast and contributors at Ritholtz Wealth Management, dive into the chaos of the 2022 economy and lay out predictions for 2023. They explore the tumultuous tech sector, discuss the looming possibility of a recession, and analyze how rising mortgage rates might impact the housing market, projecting a potential 10% drop in home prices. With insights on shifting consumer behavior post-COVID and cautious optimism regarding the labor market, they tackle where the economy might head next.

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and author, shares invaluable investing insights. He discusses the power of cash versus equities and effective strategies like dollar-cost averaging. Ben emphasizes the importance of emotional intelligence in investing, revealing how psychology affects decisions. The conversation also highlights the distinction between wealth and richness, along with practical tips on tax loss harvesting and maintaining a diversified portfolio for long-term financial success.

Ben Carlson, a financial advisor at Ritholtz Wealth Management and author, shares his expertise on the current economic climate. He breaks down the effects of Fed rate hikes, touching on bank collapses and the debt ceiling. Listeners learn where to park cash effectively, comparing options like I bonds and high-yield savings. Ben also offers savvy strategies for home buying in a high-rate market, emphasizing personal circumstances and the potential for undervalued properties. His insights are a must for anyone navigating today's financial landscape.

Michael Batnick and Ben Carlson, co-hosts of the Animal Spirits podcast, dissect the unraveling of Silicon Valley Bank and the narratives that followed its collapse. They delve into the blame game directed at the Fed and venture capitalists, while emphasizing systemic issues over individual fault. Their discussion includes parallels with historical banking crises, the influence of small banks on financial stability, and the evolving trust in the economic landscape amid rising inflation and potential recession.

Ben Carlson, a financial advisor and author of 'A Wealth of Common Sense,' dives into savvy financial strategies. He discusses transitioning from stock picking to alternative assets like real estate and crypto. Carlson highlights the importance of a solid investment strategy to manage risks and regrets, and he shares tips on automating savings and maximizing 401k benefits. The conversation emphasizes saving over risky investments, effective inflation hedges, and the balance between enjoying life now and planning for the future.

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.

In questo incontro, Ben Carlson, Direttore di Institutional Asset Management presso RWM e esperto di finanza personale, condivide la sua saggezza sugli investimenti. Parla dell'importanza della pazienza e del buon senso, spiegando come molti investitori complicano le loro strategie. Discute l'importanza della diversificazione a livello globale e delle obbligazioni per proteggere i portafogli. Carlson sottolinea che, per affrontare le incertezze del mercato, una pianificazione finanziaria ben definita è fondamentale.