Ben Carlson

Mentioned in 12 analyzed podcast episodes across 4 shows

Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the Animal Spirits podcast, known for evidence-based investing commentary and market analysis across equities, commodities, and alternative assets. Recognized as a trusted voice in investment education who advocates for rules-based strategies and pushes back against market doom narratives. Author of *A Wealth of Common Sense*.

Appears On

Animal Spirits Podcast Motley Fool Money BiggerPockets Money Podcast The Compound and Friends

Episode Appearances

Animal Spirits Podcast · Apr 15, 2026

Everyone Back in the Boat (EP. 460)

“Co-host; published 3,660+ blog posts, 765+ podcasts, releasing 5th book on market volatility”

Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor Dominance

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Animal Spirits Podcast · Apr 13, 2026

Talk Your Book: The Biggest Active ETF

“Co-host of Animal Spirits podcast; self-identified Bogelhead investor (80% passive indexing philosophy)”

Covered Call Option StrategiesActive ETF ManagementOption Income Generation

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Animal Spirits Podcast · Apr 8, 2026

$1 Million is the Worst Amount of Money (EP. 459)

“Co-host analyzing market data, generational sentiment, and housing market dynamics; writing monthly reports for Exhibit A”

Market Concentration Risk and Mag 7 PerformanceValue Stock Outperformance and Sector RotationUpper-Middle Class Wealth Psychology and Lifestyle Creep

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Animal Spirits Podcast · Apr 1, 2026

Home Buyer's Remorse (EP. 458)

“Co-host analyzing market data, AI labor impacts, and wealth inequality trends; has book releasing May 12th”

Market Correction vs. Recession SignalsTech Sector Valuation Compression and AI CapexWealth Inequality and Political Backlash

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Animal Spirits Podcast · Mar 2, 2026

Talk Your Book: The Bull Market in Real Assets

“Co-host of Animal Spirits podcast; explores AI adoption risk and inflation dynamics in real assets context”

Real Assets ETF Strategy and Portfolio ConstructionAI Infrastructure Investment and CapEx Cycle DurationGold Bull Market Catalysts and Historical Comparison

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Animal Spirits Podcast · Feb 25, 2026

Everyone Hates AI (EP. 453)

“Co-host; more optimistic on macro; sold individual stocks for rules-based momentum strategy; pushes back on doom narrative”

AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions

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Animal Spirits Podcast · Feb 23, 2026

Talk Your Book: Investing in Next Gen Tech Stocks

“Co-host of Animal Spirits; discusses equal-weight strategies and sector rotation themes”

NASDAQ Next Gen 100 ETF (QQQJ) positioning and performanceMarket concentration risk in mega-cap tech stocksEqual-weight versus market-cap weighting strategies

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Motley Fool Money · Feb 21, 2026

Investment Accounts for Kids

“Ritholtz Wealth Management analyst cited on international stock outperformance trends in 2026”

Investment Accounts for ChildrenCustodial Accounts (UGMA/UTMA)Trump Accounts (503A)

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BiggerPockets Money Podcast · Feb 17, 2026

Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth

“Identified as 'truth teller' in investment education space; trusted voice alongside Merriman in evidence-based investing”

Index Fund Strategy and Asset Class DiversificationFactor-Based Investing and Non-Traditional Index FundsBuy-and-Hold vs. Market Timing Strategies

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Animal Spirits Podcast · Feb 16, 2026

Talk Your Book: Why Commodities Are Working

“Co-host of Animal Spirits podcast discussing commodity trends and market analysis”

Commodity Momentum and Trend Following StrategiesGold as Geopolitical and Inflation HedgeActive vs. Passive Commodity Index Management

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The Compound and Friends · Jan 2, 2026

Welcome to 2026

“Director of Institutional Asset Management at Ritholtz Wealth; co-host of Animal Spirits; author of A Wealth of Common Sense”

Turnaround Stock Candidates for 2026Lululemon Activist Proxy Fight and Brand DeclineNike Recovery Thesis and Caitlin Clark Endorsement

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The Compound and Friends · Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

“Ritholtz colleague who posted LinkedIn analysis of 2025 all-time highs (38) vs historical yearly averages”

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing

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