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

Like there's so many alternatives to choose from these days, right? voice-verified

You mentioned commodities, gold, uh crypto, there's buffer funds, there's hedge fund replication strategies, there's uh private credit, all these different alternatives. voice-verified

So it it's interesting that for a lot of advisors, it's kind of overwhelming to think like, okay, if I venture outside of stocks and bonds, where do I go? voice-verified

Because now they're voice-verified

so many options. voice-verified

So c tell me how you guys figured out like what are the actual diversifiers. voice-verified

Yeah, gold is an interesting one to me because a lot of people compare it to equities. voice-verified

And you said like the long run voice-verified

Siegel's work and your work shows like it doesn't keep up with the stock market, but uh it can be kind of a lot of people have said, What if you compared it to bonds? voice-verified

And it's funny if you if you kind of have bonds and gold on the same track, like you're doing here, like you're at you're bringing up the gold position or the commodities position to kind of compete with bonds a little bit more without sacrificing a lot of the bond side. voice-verified

It's interesting because uh I think a lot of people learned the the hard lesson this decade that voice-verified

if if inflation rips and interest rates rip, uh, bonds are not gonna be the diversifier, right? voice-verified

And sometimes you have to have something else. voice-verified

And and it's it's more interesting to me to kinda almost compare gold to that side of the portfolio than it is to stocks. voice-verified

so you're ninety you're you're doing these you're doing all kinds of different ninety sixty combinations now. voice-verified

I'm curious when you talk to advisors or just think about voice-verified

implementing alternatives. voice-verified

Like what are some of the biggest mistakes you see when advisors try to put these into their portfolios? voice-verified

Oh, so you're saying that in you're looking at this from a whole portfolio perspective. voice-verified

Some people just say, No, this we can replace stocks with this and it's almost like a uh I guess like a risk parity in some ways or something, but just the stock portion. voice-verified

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