We discuss what do in an environment of lower expected future returns, how can investors protect themselves from complacency, what would cause us to sell all of our stocks, and whether reading investing books make you a better investor. We also get Ben’
We discuss the difference between portfolio managers and portfolio management, Michael’s favorite investment book ever written, how to think about financial television, the amazing run in tech stocks, the future of the asset management business, the psy
Both Ben Carlson and Michael Batnick joke that we probably talk to each other more than we talk to our own wives. Michael lives and works in New York while Ben lives and works in Michigan so the two are probably on the phone with each other a minimum of 5