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The Pandemic Broke the Economy (EP.264)

On today's show we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it's so difficult to gauge the economy right now, what's priced into the stock ma

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Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284]

My guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early product ma

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Talk Your Book: The Bull Market in Stupidity

On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment Find complete shownotes on our blogs... Be

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Are We Sure a Recession is Coming? (EP.263)

On today's show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad,

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Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283]

My guest today is Ken Stanley. Ken is a Professor in Computer Science and a pioneer in the field of He is also the co-author of a book called, Why Greatness Cannot Be Planned, which de

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Talk Your Book: Expanding Access to Private Markets

On today's Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets. Find complete shownotes on our blogs... Ben Carlson’s A Wealth

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Peak Pessimism (EP.262)

On today's show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of cryp

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Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282]

My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisors. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant c

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Talk Your Book: A New Way to Invest in Real Estate

On today's Talk Your Book, we spoke with Jesse Daugherty of Lex Markets about investing in commercial real estate and what it means to be an investment bank for commercial properties. Find complete sh

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The Fed is Being Punished (EP.261)

On this week's show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter and m

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Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281]

My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manufact

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Talk Your Book: High Quality Growth Stocks

On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market. Find complete shownotes on our blogs... Ben Carl

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Good News is Bad News (EP.260)

On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock mark

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Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the

My guest today is Martin Casado. Martin is a general partner at Andreessen Horowitz where he focuses on digital Before joining a16z, Martin pioneered networking and co

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Talk Your Book: Hedging the Different Types of Inflation

On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities. Find complete shownotes on our

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The Round Trip (EP.259)

On today's show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good new

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Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]

My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, book

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Talk Your Book: Investing in Single-Family Rentals

On today's Talk Your Book we talked to Joe Ollis from The Peak Group about investing in the single-family housing rental market. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Commo

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Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]

Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at the s

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The most obvious recession ever (EP.258)

On today's show we discuss, the big housing miss, inventory build-ups, private market slowdown, and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Ba

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Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278]

My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and

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Animal Spirits: Listener Mailbag

On today’s show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at Rocket Dollar. Find complete shownotes on our

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Obvious Signs of the Top (EP.257)

On today's show we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever and much more.

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Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277]

My guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerator

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Talk Your Book: Investing in the Carbon Transformation

On today's Talk Your Book, we spoke with Roger Mortimer from KraneShares about the coming global transformation in carbon investing. Find complete shownotes on our blogs...‍ Ben Carlson’s A Wealth of

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Talk Your Book: Locking in Higher Yields on Your Portfolio

On today's Talk Your Book, we spoke with Jason Barsema from Halo Investing about structured products and defined outcome investing. Find complete shownotes on our blogs...‍ Ben Carlson’s A Wealth of C

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The End of V-Shaped Recoveries (EP.256)

On today's Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, building wealth slowly, how long bear markets last for, Liam Neeson and much more. Find complet

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Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]

My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the Gene

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Talk Your Book: Art as an Alternative Investment

On today's Talk Your Book, we spoke with Masterworks founder and CEO Scott Lynn about investing in contemporary art. Find complete shownotes on our blogs...‍ Ben Carlson’s A Wealth of Common Sense‍ Mi

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Is this a bear market? (EP.255)

On today's show we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time and much more. Find complete shownote

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Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]

My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its found

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Talk Your Book: Rethinking the 4% Rule

On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment Find complete shownotes on our blogs... Be3