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Ben Carlson: Self-awareness and survival are essential in investing with margin

Ben Carlson: Self-awareness and survival are essential in investing with margin
Margin investing requires self-awareness and caution

Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, discusses questions around using 5x margin in investing. Carlson highlights the importance of self-awareness and survival for investors, especially when market returns seem uniform. He suggests that seeking higher returns through leverage carries significant risks, underlining why personal risk limits and understanding one’s approach are crucial.

Carlson has previously remarked on the stock market reaching new highs despite recent macro risks and sector volatility, as reported here. He has also noted that wishing for factors like lower mortgage rates and home prices can trigger financial or economic turmoil, detailed in this report. These comments reflect Carlson’s ongoing caution regarding risk in financial decision-making.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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