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.

Trend

recordings per month · last 12 months
2 · Jun OctJan 26AprJulnow

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

Appearances

newest first · ▶ plays the moment
What we tell our wealth management clients all the time is we can't offer you investment advice unless we get to know you better.
We have to know what your goals are.
We have to know your circumstances.
When you're trying to take investment advice from people who are on financial television, you have to watch what they do and not what they say anyway.
They create processions, but their portfolio doesn't match it.
Then you have to realize, is what this person is saying really relevant to me anyway?
Do they know my circumstances and my goals?
How much I'm saving?
How much I'm investing?
What my risk profile is?
And of course, the answer is no.
But you hear one of these really smart people talk and you go, oh man, really?
They're worried about a recession?
They think stock market is too overvalued?
I should probably listen to them.
And I also think the one big belief I have is that you don't always have to be bullish or bearish as an investor.
If you're a hedge fund manager, sure.
I'm bullish right now in this company.
I'm bullish on this area of the market or the market, but I'm bearish.
But I think as an individual investor, it's funny with our clients.
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