Invest Money
Animal Spirits: Is the AI Trade Over?
Today’s Animal Spirits is brought to you by Nuveen and YCharts: This episode is sponsored by Nuveen. Invest like the...
Retail Investors Just Got Invited to the AI Gold Rush
A year ago, I recommended Robinhood (Nasdaq: HOOD) to members of my flagship research service, Strategic Fortunes. One of the reasons...
Talk Your Book: Will the Bubble Get Bigger?
Posted November 17, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by State Street Investment Management:...
Chart of the Week: The Calm Before the Margin Call
Lately it feels like investors can’t miss. The S&P keeps setting new highs while volatility has been relatively low. But...
What If Things Are Better Than They Seem?
I’ve always been a glass-is-half-full kind of person. I don’t worry too much about things outside of my control. I...
Coinbase Wants to Dominate the Internet Capital Markets
In 2017, crypto startups raised more than $20 billion through a frenzy of Initial Coin Offerings. It was the age...
The Economics of a 50 Year Mortgage
A reader asks: Ben has been harping on the people who pay off their mortgage early. Does that mean he’s...
Google’s Secret Plan to Kill the Smartphone
Back in 2014, a friend at Google let me try a prototype that was more science-fair project than fashion accessory....
Why We Can’t Have Another 1929
The New York Times has an op-ed warning that we could be heading for another 1929 peak: Here’s the explanation...
Why Did George Gilder Call This the End of the Microchip Era?
George Gilder just reached a huge audience with an idea that might sound familiar to you. In a recent Wall Street Journal essay, he...
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...
