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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.

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

It's all trade-offs all the way down.

Yeah, I do an update of it every single year.

I think I did it when I first started the blog.

It ranks the different asset classes, and I look at the different market caps, international stocks, emerging markets, and the different types of bonds, and cash, and all this stuff, and it ranks them every single year.

I color code them, and it shows each and every year, the worst can be first, and the first can be worst.

There's no rhyme or reason to it, which asset class is going to perform the best.

And I think it's just, it's a good lesson in humility when it comes to investing to show how hard it is to, you know, make the pull, pull the levers and make the changes.

Like, oh, why didn't I just invest in this?

And I think that that's a game.

A lot of investors play like, ah, I knew I should have invested in that or, you know, why didn't I have less money in this?

Yeah, exactly.

So I think it's okay to like, give yourself a little grace there that like no one is good enough to predict what's going to be the winner or the loser or the leader.

And so, there's a few lessons.

One is, if you're a diversified investor, there's always going to be something in your portfolio that's going to be lagging, and you have to just be okay with that.

The other thing is, if you're a more concentrated investor, and you have a single strategy you're part of, your single asset class, whatever it is, you're going to have to get used to, sometimes, you're going to be the loser.

Right.

Sometimes you're the winner, sometimes you're a loser.

And I think you have to just be comfortable with the fact that no investment strategy does well all the time.

And there are going to be bad environments for everything and everyone.

And so you have to just kind of get used to that one way or the other.

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