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 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 3.
Appearances
And you're saying no, you have to look at this holistically.
voice-verified
Yes, the margin of safety it is funny, people 'cause people have talked about the fact that stock correlation stock and bond correlations are higher now, right?
voice-verified
This this decade.
voice-verified
But the the margin of safety just wasn't there in twenty twenty when rates were sub one percent on the ten year.
voice-verified
Now rates at four to five percent, you have a much bigger cushion than you did in the past.
voice-verified
Right.
voice-verified
So so what else are you working on here?
voice-verified
So I I I'm I think some of these funds are US only.
voice-verified
You have international versions as well.
voice-verified
Like what else do you guys have in the toolkit?
voice-verified
Yeah.
voice-verified
For the people who yeah, you're right.
voice-verified
That that's been a challenge in re in this cycle of people saying like, I don't want to give up on the US.
voice-verified
So that that overlay is international now in that fund.
voice-verified
essentially like an alpha model on top of a beta model.
voice-verified
it's interesting because you talk about the fact that at first a lot of the ETF stuff was uh smart beta, people are calling it, right?
voice-verified
That was like the one big leap forward for a lot of ETFs.
voice-verified
And now it feels like in the past, I don't know, five to seven years.
voice-verified
i the the leaps forward have been crazy, right?
voice-verified
I I a lot of these str strategies you and I are talking about today, these are things that only would have been implemented through hedge funds maybe.
voice-verified
Showing 801–820 of 840 · page 41 of 42
← Previous
Next →