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Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.
00:48 Ben Carlson's Career Journey
01:54 Investment Strategies and Asset Allocation
02:51 Impact of the Great Financial Crisis
09:22 The Role of a Wealth Manager
11:55 DIY Investing vs. Professional Advice
15:50 Navigating Market Noise and Historical Context
22:31 The AI Boom and Investment Implications
26:27 Market Predictions and Diversification
28:03 Realistic Expectations in Wealth Management
29:39 Personal Investment Strategies
32:51 Avoiding Market Timing Pitfalls
35:49 Automating Investments for Success
42:51 Balancing Saving and Spending
Companies mentioned: NVDA
Find Ben’s work at: https://awealthofcommonsense.com/
*****************************************
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
******************************************
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
******************************************
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
*Terms and Conditions apply.
*****************************************
2025 Portfolio Contest
2024 Portfolio Contest
2023 Portfolio Contest
By Jason Hall and Jeff Santoro4.9
9696 ratings
Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.
00:48 Ben Carlson's Career Journey
01:54 Investment Strategies and Asset Allocation
02:51 Impact of the Great Financial Crisis
09:22 The Role of a Wealth Manager
11:55 DIY Investing vs. Professional Advice
15:50 Navigating Market Noise and Historical Context
22:31 The AI Boom and Investment Implications
26:27 Market Predictions and Diversification
28:03 Realistic Expectations in Wealth Management
29:39 Personal Investment Strategies
32:51 Avoiding Market Timing Pitfalls
35:49 Automating Investments for Success
42:51 Balancing Saving and Spending
Companies mentioned: NVDA
Find Ben’s work at: https://awealthofcommonsense.com/
*****************************************
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
******************************************
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
******************************************
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
*Terms and Conditions apply.
*****************************************
2025 Portfolio Contest
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