Investment Strategies and Market Insights from Ben Carlson
Market outlook and bearish case debated, Ben Carlson discusses
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, shares highlights from a new Animal Spirits episode. Discussion topics include whether ...
Ben Carlson: S&P 500 had 72 up years and 26 down years from 1928 to 2025
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, shares historical performance data for the S&P 500 covering 1928 to 2025. He points ...
S&P 493 outperforms Mag 7 and S&P 500 this year, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, highlights that the S&P 493 has outperformed both the Mag 7 and the broader S&P 500 ...
Ben Carlson: Leverage and passive income drive stock rally as recession fears ease
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, observes that leverage is increasingly prevalent in equity markets, contributing to a ...
Retail option trading volumes hit new records in May and June, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, highlights that Citadel Securities saw 9 of its 10 largest retail trading days ever last month. Retail ...
Ben Carlson: Bitcoin sentiment swings from million-dollar highs to zero
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, observes that sentiment around bitcoin tends to be highly polarized, with investors often predicting it will ...
Emerging markets and small caps outperform S&P 500 year to date, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, shares year-to-date returns through Monday's close for key equity segments. Emerging ...
Ben Carlson: Baby boomers hold $90 trillion in wealth and 70 percent of U.S. stocks
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, and investor, highlights that baby boomers in the U.S. control approximately $90 trillion in ...
Hundreds of hand-cut finance comics reviewed, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, shared that a reader sent him an entire personal collection of finance comics from the ...
Ben Carlson: Value stocks outperform growth as EM surpasses U.S. market
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, examines how value stocks are outperforming growth and how emerging markets are ...
S&P 500 sees strong returns each year in 2020s, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, highlights the S&P 500's annual returns for each year from 2020 through 2026. He ...
Ben Carlson: Mag 7 underperforms and $1 trillion ETF launches
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, discusses several market themes including questions about the impact of AI on the ...
Stock ownership triples among under 40s in 2020s, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, reports that the value of stocks held by individuals under 40 has tripled in the ...
Ben Carlson: Sharp declines hit S Korea, semis, China, Taiwan, and Nasdaq 100
Ben Carlson, director of institutional asset management, CFA and author at Ritholtz Wealth Management, highlights significant declines in several market hotspots. He points to South Korea (EWY) ...
S&P 493 surpasses Mag 7 and S&P 500 performance, Ben Carlson notes
Ben Carlson, director of institutional asset management and CFA at Ritholtz Wealth Management, points to a notable market shift in 2024. According to Carlson, the S&P 493 has delivered stronger ...
Ben Carlson: Stock market surge prompts questions of peak FOMO
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, discusses the intense rally in the stock market and whether it signals a peak in ...
Stock market rallies and unemployment steady even as sentiment falls, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, highlights that stock markets are at record levels and wealth is at an all-time high, ...
Ben Carlson: South Korea outperforms S&P 500 over past decade
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, highlights that South Korea has outperformed the S&P 500 over the past ten years. Carlson points out that ...
Rising long bond yields spark debate about growth and inflation, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, highlights key questions about the meaning of rising long bond yields. He asks ...
Ben Carlson: SpaceX IPO presents both bullish and bearish narratives for investors
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, discusses contrasting views on the upcoming SpaceX IPO. Carlson points out that ...
Rising government bond yields do not slow stocks, Ben Carlson notes
Ben Carlson observes that while there is widespread concern over rising government bond yields, stock markets in the U.S. and Japan continue to climb. He questions whether higher bond yields ...
