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 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
The Rational Reminder Podcast · Ben Carlson: Investing at All-Time Highs | #412 · 4 Jun 2026
podcast
It's interesting because sometimes the stock market really is the economy and sometimes it's not.
If you think about it, the US stock market is roughly 40% made of tech stocks.
I guess, depending on how you define them, it could be 50%.
50% of the US economy is not made up of technology sector.
70% of the economy is driven by consumer spending.
A lot of that is on services, not even goods.
The stock market economy can diverge because the best companies and the biggest, best companies, ESP 500, aren't really representative of the US economy and small businesses and these types of things.
So they can diverge at times.
I guess my biggest lesson when studying the economy, and it's funny because...
It's never been easier to track the economy.
That kind of data we have now at our fingertips is better than anyone could have possibly wanted.
One of the biggest differences between now and the Great Depression, we talked about that period, people didn't know what the economy, quote unquote, was back then.
They didn't really measure even GDP.
That didn't happen until World War II.
And so the fact that we have all this data at our fingertips, we have so much more information and data about the economy, people still can't predict what's going to happen with it.
There's people way smarter than me that are in terms of macro pundits and forecasters, and they're wrong all the time.
Even with the ability to slice and dice this data, the hard part about the economy is the stock market, the data is there immediately.
The economy kind of operates on a lag, and the data is changed over time.
And as far as these multi-trillion dollar economies, they're kind of like turning a battleship, whereas the stock market is more like a speedboat, and the battleship turns very slowly.
The economy doesn't start and stop on a dime, typically.
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