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

And if you look at valuations today,

Sure, the S&P looks pretty rich based on its history, but a lot of these other areas, they don't.

They look relatively cheap.

So if you're really worried about the concentration and the AI hyperscalers and all their valuations, there's plenty of other places to invest these days, even in the stock market, that don't have valuations anywhere near those companies.

Yes, but I just have to tell you about it after the fact.

It's funny, the first guy I worked for had the efficient frontier that he would use to create build portfolios for our clients.

And he would always have to give them the spiel about, we're using the historical data here.

If I had the future data, I wouldn't have to diversify.

I just give you the best asset.

And I think that's the idea behind it is that you don't know what it's going to be.

You just have to pick the portfolios perfect for you.

And for most people, perfect is like the enemy of good.

And you have to find something that you can just stick with.

diversifying doesn't always make it easier because you're always apologizing about something.

But I think it does take like those tail risks off the table.

And so you give up on the home runs, but you also can kind of take away the strikeouts.

And that's the point.

It's just like getting something that you're personally comfortable with and then not worrying as much about whatever else is doing, which is easier said than done.

There are a lot of different ways that you can be successful as an investor.

I used to be of the mindset when I first started blogging that like, okay, there's one way everyone should follow.

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