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.

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

ten or fifteen years ago, right? voice-verified

Individual investors or advisors didn't or their clients didn't really have access to this type of stuff, right? voice-verified

Using leverage, using long short strategies, using overlays, uh portable level, all this stuff. voice-verified

There there's now these option income strategies, there's buffers, there's all these things. voice-verified

Um voice-verified

i th actually the just just the innovation in ETF space has been pretty cool to see. voice-verified

So like where where is this going next? voice-verified

Like what else are you guys tinkering with and like where do you see the next like growth strategies coming from? voice-verified

within the fund is not gonna hit a capital gains tax for you. voice-verified

Like it's it's kind of insane. voice-verified

Yeah, and and what you're looking at is just you're not saying get rid of the beta. voice-verified

You're saying let's put the active on top of the beta that you already have that you want. voice-verified

If you're gonna be active, do it in a different way, which is which I think is interesting. voice-verified

Um voice-verified

Okay, where do we send people to learn more about your research? voice-verified

next week. voice-verified

Can't wait. voice-verified

All right, and all the advisors watching today, sign up for our newsletter here too at talkingwealthpod.com. voice-verified

Thanks to Jeremy, appreciate the time. voice-verified

We'll see everyone next time. voice-verified

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