Welcome to Ask The Compound, the weekly show where Ben Carlson, Duncan Hill, and a rotating cast of
"Supply is constrained but not for the reasons you think." - Ben CarlsonFor more visit: A Wealth of
"Whenever someone starts talking about the dollar, your go to move should be to view the data." - Ba
"Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful p
"In a normal market, it does not take much of a shift to create an imbalance. Housing here is both t
"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors,
"The best deals used to be reserved for the best investors. But as more liquidity entered private ma
"This is important to all top-callers. If you manage capital for clients, your top call will raise a
"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my
"The key observation here is that behavior among different sectors changes at tops, bottoms and midd
"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients
"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’
"This era is fraught with misinformation, driven by social networks that iterate algorithms to exper
"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty
"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less co
"You have to keep your head down when investors get manic over shiny objects. From Bitcoin, to GameS
"Some people can create alpha in real estate, equities, etc. but I think much of the strong returns
"If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less
"Yes, buying individual stocks offers the potential for greater gains but it also opens you up to al
"They will flood the market with collectibles. The earth itself will crack with the weight of what t
"We just witnessed the only recession in the history of this planet where the personal savings rate