Ben CarlsonModify

Animal Spirits: 45 Million Rich Households

2026-07-29 19:15:25

Today’s Animal Spirits is brought to you by YCharts and Calamos: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits This episode is sponsored by Calamos. To learn more about CAIE, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie On toda...

Find Your Fascination

2026-07-28 22:51:33

I love this passage from Bill Gurley’s new book Runnin’ Down a Dream about a commencement speech from Jerry Seinfeld: “I can’t imagine how sick you are of hearing about following your passion,” he said. “I say, the hell with passion.” He suggested letting go of the notion that you absolutely must find “this one great thing” that inspires you to tear open your shirt a...

Talk Your Book: Is Crypto Dead?

2026-07-27 19:15:27

Today’s Talk Your Book is brought to you by Grayscale: To learn more about Grayscale click here: https://www.grayscale.com/the-stack On today’s show, we discuss: Why crypto’s down cycle feels different from past drawdowns Using perpetual futures on Hyperliquid to trade traditional underlying assets The infrastructure build out taking place in crypto How value accrues to token holders based on tech...

Now Show Japan

2026-07-27 10:59:19

As a torchbearer for long-term investing I’ve heard the phrase now show Japan about a million times. Those three words were one of the biggest inspirations for me writing Risk & Reward. How could you possibly invest for the long-run in stocks when a situation like Japan exists? It’s a fair question. Japan is the subject that has come up the most times in all of the interviews I’ve done for the book...

Picking Stocks in a Bloodbath

2026-07-25 10:13:05

I love this scene from Succession1: Subscribe to The Compound so you never miss an episode. Further Reading: Picking the Losers it Easier Than Picking the Winners in the Stock Market Now here’s what I’ve been reading lately: Financial independence vs. retirement (Whitecoat Investor) Face it: You’re a crazy person (Experimental History) A bull market in nostalgia (Chart Kid Matt) No one has it all figur...

Investing in the Boom Times

2026-07-24 10:50:24

We also discussed stock market concentration, the two biggest market risks right now, earnings growth and where the fast money will go next. Further Reading: How Do You Invest During a Bubble? The post Investing in the Boom Times appeared first on A Wealth of Common Sense. ...