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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The Rational Reminder Podcast · Ben Carlson: Investing at All-Time Highs | #412 · 4 Jun 2026 podcast

Over the short term, sometimes the stock market might falter against inflation.

That's what happened in 2022.

But leading up to that inflationary period, the stock market did way better than inflation.

I think you have to look at it not as a short term.

And I don't think about inflation hedging as much as how am I going to hedge it over the next 12 months if it spikes or the next 24 or 36 months or whatever it is.

I look at it more like a long term game.

How do you keep up with changes in prices and your standard of living over the long term, not just hedge it over the short term?

Yeah.

And actually housing itself is a pretty decent hedge against inflation, owning a home because the materials go up, the cost of the land goes up, all these things.

It sounds great to just say, I got out of the top or I got in at the bottom.

It feels so good.

I interacted with a few of these people in the 2008 crisis.

And the funny thing is, is like they might've timed the top pretty close plus or minus a few months.

And then the bear market kept going on and the whole time they felt so good about themselves.

And then the problem with market timing is you have to be right twice.

And a lot of them just overstayed their welcome and couldn't get back in.

And the thing is, I had a colleague who did this.

She sold in September of 2008 when Lehman Brothers was blowing up.

And the stock market fell another 30% from there.

So even as those banks were blowing up and all this bad stuff was happening, she didn't get back in.

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