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
I just think if you have all of your money in a single country, you do potentially open yourself up to outsized risks like that.
It's an unnecessary risk in my mind if you're going to put all of your eggs in one basket, because you have the ability to diversify so much easier these days.
So it's like strategy diversification as well.
International stocks, the same thing.
Haven't done very well with this like bull market for the US, but actually, yeah, you're right.
Like value stocks internationally have done a lot better than value stocks in the US.
That form of diversification can save you in a lot of ways.
That period is kind of like singed into my memory because that's when I first came up in the industry and I saw it firsthand right from 2000, 2009, the S and P 500 went nowhere and it lost like 10% of its value.
I think it was like 1% per year.
So the U S has had technically three of them.
The 1930s was the last decade.
The seventies was the last decade on a real basis.
Nominally, the returns did okay, but inflation was so high on a real basis, you lost money.
And then that first decade of the 21st century.
So three times in the past 100 years, probably more than most investors would think.
But it's happened to a lot of asset classes.
I was looking at energy stocks the other day.
Energy stocks basically went through a lost decade in the 2010s.
They've boomed this decade, and they boomed the decade before.
Gold had an amazing 1970s period, but then basically went nowhere in the 1980s and the 1990s.
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