Ben Carlson

speaker

1,555 appearances 4 recordings 4 series first heard Apr 2026 last heard 11 Jun

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 — 4 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

Stock Club · #315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson) · 11 Jun 2026 podcast

there are always surprises too so i i try to keep an open mind about this that like yes boy there's a lot of stuff happening that sure seems uh crazy and this boom is just just keeps every time it seems like it's going to end something else comes along and just pushes it further and further and higher and higher well in fairness a lot of those incidents have been you know corporate earnings and all the rest you know what i mean it's it's based on performance like we talked about this recently on the podcast

Yeah.

It's one of the best earnings quarters we've had since 2021.

And that was coming off a low base from COVID.

So you're right.

The fundamentals are matching it.

That's the hard part.

So you look at a company like Micron that I think, as they said, is the fastest company ever to go from $500 billion to a trillion for market cap.

It just happened in like a split second.

But you look at their forward earnings guidance and it's like it's off the chart.

And so you're right, the fundamentals are kind of playing.

And that's why I think having an open mind here about like where we are in this.

People always try to like guess like what area are we in, right?

Or where are we in the cycle?

And that's the kind of thing I think you just have to have an open mind about.

What does this technology mean and how fast markets are going?

And I'm not going to be someone who's going to pound the table in either direction on this, because this is just such uncharted territory.

I think that's what history teaches you.

I had a boss once who told me, it's okay to be surprised about what happens in the markets, but don't be surprised that you are surprised.

The surprising kind of stuff happens all the time.

Showing 181–200 of 1,555 · page 10 of 78