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 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
And then you have this automatic investing revolution of money constantly going in, in 401ks, in brokerage accounts, in IRAs.
Having a consistent buyer of stocks, that has to change the shape of valuations as well.
And that's something that's happened over the past 40 years or so.
And I think even in the past 10 years, the reduction in costs and the ease of access to the market have to change the valuations.
That's why I think trying to time these things, this is a long-winded answer to explain your question, trying to time these things on valuations is very, because you have people who pick a line in the sand and go, all right,
I'll buy when it gets back to the historical average of 16 times earnings or whatever.
And then you realize, okay, that happened once in 2009 for like six months.
And then it hasn't happened again since.
Again, because that average is slowly but surely moving up.
So I think trying to time based on valuations, it sounds really intelligent.
Geez, stocks feel really expensive here.
I'm going to sell.
You could have made that same argument for the past 10 years every year.
So I do think that trying to do that, you can use valuations to set expectations, I think.
I think that's perfectly reasonable.
You know, valuations are way higher, as they should be, because we've been in a long bull market.
Maybe my returns will be lower in the future.
But does it mean that you should all of a sudden turn off your contributions and sell stocks?
And I think that's a harder proposition to get to for me.
Well, it's interesting.
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