Episodes
Feb. 19, 2020
What Makes People Happier Than Money (EP.126)
On this week's show we discuss the wealth inequality problem, how to get more people invested in financial assets, who gets hit the hardest during the next market crash, overcrowding in the private markets, concentration in …
Feb. 17, 2020
A Random Watch Down Wall Street: Margin Call
On this edition of a Random Watch Down Wall Street we re-visited Margin Call, the 2011 fictional movie about the 2008 financial crisis from the perspective of the various employees at an investment bank that is potentially g…
Feb. 12, 2020
Everybody's Trading (EP.125)
On this week's show, we discuss the rise of TikTok Tesla traders, material signs of wealth, the generational wealth gap, why so much money is going into bond funds, why NYC is the enemy of personal finance, the Coronavirus a…
Feb. 10, 2020
Talk Your Book: How To Create Income in Your Portfolio
On today's show, we talk with John Schonberg, portfolio manager of the Covered Bridge Fund. John explains how they derive income in this strategy by selling covered calls, and how this could fit into an overall portfolio. Fi…
Feb. 5, 2020
Do Economies Need to Go Bust? (EP.124)
On today's show we discuss the amazing run by Tesla's stock, why markets aren't like casinos, Ray Dalio's beef with the WSJ, Zeri Hedge getting banned from Twitter, sports gambling as the next stock-picking, why more risk do…
Jan. 29, 2020
Apocalyptic Thinking (EP.123)
On this week's show, we discuss living for today, why millennials own such a small piece of the real estate pie, why investors trade more than they used to, why older people will be working longer, FIRE backlash, the Fed's r…
Jan. 22, 2020
The Short Squeeze (EP.122)
On this week's show we discuss Tesla's wild ride, fixing the US retirement system, why financial literacy doesn't always work, why the Fed isn't to blame for everything in the markets, long-term market return expectations, w…
Jan. 15, 2020
The 10 Best Jobs in America (EP.121)
On this week's episode we discuss Vanguard vs Mark Zuckerberg, do people value work over family, chances of a recession in 2020, Apple AirPods as a business, why are there so many mattress stores, Sapphire Reserve is raising…
Jan. 8, 2020
Millennials on Communism (EP.120)
On this week's episode, we discuss Ben's new book , the future of the publishing world, how markets respond to geopolitical uncertainty, why this bull market lacks euphoria, risks & opportunities from an aging population, ho…
Jan. 1, 2020
Everybody's Busy (EP.119)
On this week's show we discuss working nights and weekends, why people are "busy" all the time, why we don't enjoy innovation as much as we should, tech bros vs finance bros, low stakes conspiracy theories, energy stocks and…
Dec. 25, 2019
The Best Decade in Human History (EP.118)
On this week's show we talk about the one year anniversary of the bear market, the Christmas Eve miracle bottom, the new Peter Lynch interview, why it never pays to be a pessimist, the illiquidity premium, recessionary vs no…
Dec. 23, 2019
A Random Watch Down Wall Street: Trading Places
We re-watched the 1980s finance classic Trading Places with Eddie Murphy, Dan Aykroyd and Jamie Lee Curtis to discuss how markets have changed since then, the most iconic scenes, and how well this movie aged. Find complete s…
Dec. 18, 2019
Shopping Under the Influence (EP.117)
On this week's show we discuss some of the best charts of the decade from YCharts, the different types of Twitter accounts, when ETFs will surpass mutual funds, the new Bob Iger book, the best memes of 2019, how much does th…
Dec. 16, 2019
Talk Your Book: The Case for Tactical Equity
On today's show we talk with Corey Hoffstein of Newfound Research about all things tactical, including their new ETF, ROMO. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free…
Dec. 11, 2019
Murder of the American Dream (EP.116)
On this week's show we discuss the economy Paul Volcker inherited at the Fed, a decade without a recession, how to raise kind children, the appeal of annuities, avoiding a mid-life crisis, banana art and much more. Find comp…
Dec. 9, 2019
A Random Watch Down Wall Street: Boiler Room
On this episode Michael and Ben rewatch the Wall Street classic, Boiler Room to discuss how things have changed in the industry since 2000, early Microsoft millionaires, cold-calling stock pitches and much more. Find complet…
Dec. 4, 2019
It's What It Is (EP.115)
On this week's show we discuss the coming generational wealth transfer, some good economic news, The Irishman, too many contrarians, hedge fund money, investment banking as a career, 529 investing, one of the best things abo…
Dec. 2, 2019
Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers
On this edition of Talk Your Book we chatted with Will Rhind and David Barse about the new GraniteShares XOUT U.S. Large Cap ETF and thinking about finding winners by avoiding losers in your portfolio. Find complete shownote…
Nov. 27, 2019
The Nastiest, Hardest Problem in Finance (EP.114)
On this week's show we discuss scale in the asset management business, Robloncho and Cybertruck reviews, the biggest worries in the real estate market, the student loan-like problem for young people and much more. Find compl…
Nov. 25, 2019
Talk Your Books: Value & Momentum with Jack & Wes
On this edition of Talk Your Book, we spoke with Alpha Architect's Wes Gray and Jack Vogel about value and momentum strategies and how they developed their investing process. Find complete shownotes on our blogs... Ben Carls…
Nov. 20, 2019
Worst Call Ever? (EP.113)
On this week's show we discuss our initial thoughts on Disney+, staying bearish on Netflix since 2002, tech adoption, Google checking accounts, Armageddon calls, the social media era, influencer fraud, new customers from fre…
Nov. 18, 2019
Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
On this edition of Talk Your Book we had Jason Barsema from Halo Investing on to discuss the structured products market, how they're trying to make them more transparent, the pros and cons of structured products, best use ca…
Nov. 13, 2019
I've Never Used an Emoji (EP.112)
On this week's show we discuss the growth in auto loans, denominator blindness in debt statistics, experts on an earlier version of the world, the one-percenters, timing value stocks, infinite leverage, more surveys and much…
Nov. 11, 2019
Talk Your Book: Coaching the Yankees
On this Talk Your Book we sat down with Dana Cavalea, former strength & conditioning coach for the New York Yankees to discuss his book Habits of Champion and how he got the job of a lifetime at age 23. Find complete shownot…