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.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run · 19 Apr 2026 podcast

We're seeing now some huge brand name stocks, Nike and Disney and some of these really well-known companies

that are doing really poorly right now, but owning them historically could have given you fantastic returns, right?

So the timing of the ownership too, and sort of when you get in and get out, obviously that can matter too.

But my personal takeaway is just like casting a wide enough net to make sure that you own these winners and finding a strategy that sort of forces your hand to hold them and not give up on them.

Because it's easy to buy, I think it's easy to sell.

for an investment, right?

I think the holding is the hard part for a lot of people because no matter the company, no matter the index, no matter the asset class, you're going to have drawdowns eventually.

And then you question yourself, do I lean into the pain and buy more?

Do I sell it here and try to just recruit my losses elsewhere?

I think that's the hard part for people is just knowing when to get in, when to get out and when to like really hold still and not do anything.

I think that is a very intelligent-sounding argument that basically never works.

The hard part is, Peter Bernstein talked about this in his book Against the Gods.

I really leaned on him heavily for the ideas of mean reversion.

He said the hard part about mean reversion is when the mean is moving.

It's a moving target.

I think you can make the case that the valuation, especially for the U.S.

stock market, has been a moving target over time.

It slowly but surely moved up over time.

And the thing is, to your earlier point about this time is different, this time really is different because there's just more tech stocks than there were in the past, and they're more efficient.

They're not having to spend a ton of money on this property plan equipment that goes away really quickly.

Showing 1301–1320 of 1,555 · page 66 of 78