Animal Spirits: Fighting Inflation

Bull markets don't give you good entry points

Consumers are finally fighting back against inflation

The bear case for housing prices

The parents you see at every youth sporting event

awealthofcommonsense.com/2024/05/animal…

Seinfeld on When Money Became Everything

'Americans are obsessed with money. It’s one of the things that makes us great and miserable at the same time.'

buff.ly/3ya2ZQc

by Ben Carlson

Jerry Seinfeld on when money became everything:

awealthofcommonsense.com/2024/05/seinfe…

The Agg is in the midst of its longest drawdown in history

TLT is down 40%+ since 2020

10 year Treasuries are still in a bear market

These numbers are even worse after inflation

So why aren't more investors freaking out about the losses in bonds?

awealthofcommonsense.com/2024/05/the-wo…

This is basically a stimulus for rich ppl who own T-bills

'Why aren’t more investors blowing a gasket out about bonds?' 🤯 - Ben Carlson

awealthofcommonsense.com/2024/05/the-wo…

'We’ve essentially pulled forward a decade’s worth of growth into a few short years in the 2020s.' 🏘️ - Ben Carlson

awealthofcommonsense.com/2024/05/the-ne…

Stock Volatility

📽️youtube.com/watch?v=EpI4o4…
🎧podcasts.thecompoundnews.com/show/animalspi…
🎙️Ben Carlson Michael Batnick

A reaction everyone has had these past few years:

Wait that house is going for how much?!

Some thoughts on the new normal in housing prices:

awealthofcommonsense.com/2024/05/the-ne…

Imposter Syndrome as a Young Advisor🎙️

📽️youtube.com/live/qCwqPmhHH…
🎧podcasts.thecompoundnews.com/show/ATC/how-t…
Alex Palumbo Ben Carlson Duncan Hill

The inflation rate has been below 4% for 10 straight months

The unemployment rate has been below 4% for 27 straight months

T-bill yields have been above 5% for 13 straight months

What's the Right Savings Rate?

'One of the hardest parts about finance is that it’s not like physics or architecture. There are no rules that govern the universe of money.'

buff.ly/3UskId4

by Ben Carlson

'When it comes to long-term financial planning, there is more guessing involved than most people realize.' 🤔 - Ben Carlson

awealthofcommonsense.com/2024/05/whats-…

Ask The Compound 122 is out now on YT and podcast platforms! Enjoy🆕🔥

📽️youtube.com/live/qCwqPmhHH…
🎧podcasts.thecompoundnews.com/show/ATC/how-t…

Who Will Win the AI Race?

📽️youtu.be/EpI4o47NljA
🎧podcasts.thecompoundnews.com/show/animalspi…
🎙️Ben Carlson Michael Batnick

🆕🎙️Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Sr. Advisor Alex Palumbo to discuss defining a target savings rate, having imposter syndrome as a young advisor, why the S&P 500 is the wrong benchmark for most investors, and more!🔥

📽️youtube.com/live/qCwqPmhHH…

Out now on YT🎥 youtu.be/EpI4o47NljA?si…

We've gone 2+ years w/ppl predicting a recession and wondering about a soft landing

The soft landing was the past 2+ years

It already happened:

5% yields for savers
3% real GDP growth
<4% unemployment rate
3% inflation rate

10 years from now...

Do you think stock prices will be higher or lower?

Do you think housing prices will be higher or lower?

Do you think consumer prices will be higher or lower?

Do you think GDP will be higher or lower?

Act accordingly

awealthofcommonsense.com/2024/04/10-yea…

Animal Spirits: Negative Arbitrage

Michael goes to war w/StubHub

Some investors have to lose so others can win

The new normal of higher housing prices

4 years into the bond bear mkt

The Fed can't fix the housing mkt

Bloody Marys: Overrated? (yes)

awealthofcommonsense.com/2024/05/animal…