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Ben Graham & Bull Market Brains
Bull markets make you feel smarter than you really are. Bear markets make you feel dumber than you really are....
Palantir & Nvidia Are Building the Operating System of Reality
In Wednesday’s issue of the Daily Disruptor, I mentioned that one of my favorite films is The Matrix. Apologies for spoiling a...
Are Young People Screwed? – A Wealth of Common Sense
I don’t make a lot of predictions but here are two I have about the next 10 years or so:...
Chart of the Week: AMD’s Biggest Month Since 2001
Back in June, I told you that AMD was positioning itself to challenge Nvidia’s dominance in the AI hardware race. At the...
Animal Spirits: Never Go All in on Stocks
Today’s Animal Spirits is brought to you by Ycharts and Vanguard: This episode is sponsored by YCharts. Download YCharts’ Great...
Are We Ready to Let Robots Into Our Homes?
I bought a Roomba a few years ago. It made me feel like I was living in the future for...
Talk Your Book: Emerging Markets Are Back
Posted November 3, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by Schafer Cullen Capital Management:...
Chart of the Week: The Fed’s AI Singularity Wake-Up Call
It’s one thing when I talk about a coming AI-driven singularity. But when the Federal Reserve starts talking about it, you...
Should You Ever Pay Off Your 3% Mortgage Early?
Working in the wealth management business has changed the way I view and interact with so many other aspects of...
The Internet Just Got Its Own Money
Ten years ago, the most influential banker of the 21st century — Jamie Dimon — proclaimed to a crowd of...
Trend Following in a Bubble
A reader asks: Could you talk about how to use momentum indicators and stop losses to profit from an AI...
Will AI Kill the Corporation?
For more than four centuries, the corporation has been the central engine of capitalism. From the Dutch East India Company...