Ben Carlson

speaker

840 appearances 6 recordings 1 series first heard May 2026 last heard 13 Aug

Ben Carlson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 3.

Appearances

newest first · ▶ plays the moment

Talking Wealth · Jeremy Schwartz on Rethinking the 60/40 Portfolio · 28 May 2026 podcast

So we're talking about a 60-40 portfolio here. voice-verified

Let's say someone wants, they say, All right, I want 20% of my portfolio to be in alternative something, right? voice-verified

The question is, where do you take it from? voice-verified

So I actually have an example here from one of your presentations. voice-verified

that kinda looks at this. voice-verified

So John if you can throw this up there. voice-verified

Um it looks at how, you know, some pe some people are doing, okay, it'll do a fifty, thirty, twenty, right? voice-verified

You take ten from the bonds and ten from the stocks. voice-verified

But you're saying actually if we can add 20% on exposure, you know, or you know, or more based on the leverage, then that's where that additional alternative can come from. voice-verified

So this is this is a way to kind of not upset the Apple cart in terms of the traditional stock and bond mix. voice-verified

This is a way to add on top of it, right? voice-verified

And as you said, you have to just pick an alternative that you hope can outperform cash over the long term, and then it's additive to the portfolio. voice-verified

Was that essentially the idea? voice-verified

Yeah, my m my favorite quote I think William Bernstein had this. voice-verified

He said that like an ounce of gold could buy a fine men's suit back in the time that Jesus walked the earth. voice-verified

And it can still do that today. voice-verified

Right. voice-verified

And and so to that that point, you're right, it it held its value. voice-verified

Right from a from a long-term perspective. voice-verified

Um so I was gonna ask this is my next question. voice-verified

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