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Ben Carlson: long-term investing still wins - even when it feels wrong
Published 1 month ago
Description
Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)
Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Risk and Reward: How to handle market volatility and build long-term wealth
Investing Experts' transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Risk and Reward: How to handle market volatility and build long-term wealth
Investing Experts' transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.