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

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

newest first · ▶ plays the moment

Most of the time, it's not the market that dictates a portfolio change.

It's their personal circumstances.

They had a life event.

They make more money.

They make less money.

They got fired from the job.

They got an inheritance.

They're going to get married.

Someone in the family died.

It's usually a life event that constitutes like, okay, actually, your plan needs to change versus, oh, we're thinking about the market valuations.

Now we're going to change your portfolio.

The idea of being bullish or bearish, I think it's different.

And that's why shameless plug here for the name of the book, Risk and Reward.

When we think about making changes to client portfolios, it's usually not us trying to make a prediction of what's going to happen in the market.

It's like the risk-reward ratio.

setup has changed in some way.

We're not being paid enough risk to continue to invest in this asset class for this fund or something.

And we need to make a change in the portfolio in terms of allocation or whatever.

I think that makes more sense than saying, I'm wildly bullish.

It's time to go all in right now because no one knows how to time that stuff.

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