Episodes
Jan. 3, 2018
Hedge Fund Myths & Casual Investing Advice (EP.11)
On today's show, we discuss what to do if you've been sitting in cash during the bull market, go through Ben's latest portfolio changes, do some myth-busting about hedge funds and more.
Dec. 27, 2017
The Happiness Smile (EP.10)
On today's show we talk about how the new tax reform will impact your paycheck next year, why happiness declines for most people until they hit their 50s, our favorite books, movies & TV shows of 2017, and more.
Dec. 20, 2017
Invest Like the Worst (EP.09)
On today's show, we discuss some passages from Michael's old trading diary, the reason millennials should be praying for poor market returns, why you should read more fiction and more.
Dec. 13, 2017
May Day (EP.08)
On today's show, we discuss Jack Bogle's dire warnings for pension funds, why women make better investors than men, how financial advisors can give good advice when their clients ask about Bitcoin and more.
Dec. 6, 2017
A Random Walk Down Nowhere (EP.07)
On today's show, we talk about how life changes in 2017 have impacted our perspective on our finances, discuss the role technology will play in the future of the labor market, the holy grail of an investment process and more.
Nov. 29, 2017
Bitcoin, Bubbles & Bananas (EP.06)
On today's show, we speak about the meteoric rise in Bitcoin through the lens of human psychology, discuss how difficult it is to break through as an up-and-coming fund manager, and some of the challenges to early retirement. Feel free to shoot us an ema
Nov. 22, 2017
Wave Pools and Market Inefficiencies (EP.05)
On today's show, we speak about how career risk creates inefficiencies in the market, signs of froth, the Vanguard of alternatives, and ETF price wars.
Nov. 17, 2017
Evidence-Based Investing Conference Post-Mortem (EP.04)
We reflect on a fun day at the Evidence-Based Investing Conference in New York City with some of our favorite talks, anecdotes, statistics, and quotes.
Nov. 17, 2017
The More You Pay, The Less You Get (EP.03)
We discuss what do in an environment of lower expected future returns, how can investors protect themselves from complacency, what would cause us to sell all of our stocks, and whether reading investing books make you a better investor. We also get Ben’
Nov. 17, 2017
Investing is a Game of Relative, Not Absolute Skill (EP.02)
We discuss the difference between portfolio managers and portfolio management, Michael’s favorite investment book ever written, how to think about financial television, the amazing run in tech stocks, the future of the asset management business, the psy
Nov. 15, 2017
Animal Spirits Unleashed (EP.01)
Both Ben Carlson and Michael Batnick joke that we probably talk to each other more than we talk to our own wives. Michael lives and works in New York while Ben lives and works in Michigan so the two are probably on the phone with each other a minimum of 5