Ben Carlson: long-term investing still wins - even when it feels wrong

About this episode

Ben Carlson discusses the importance of long-term investing and various market dynamics.

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.

People in this episode

Guest: Ben Carlson

Topics covered

• long-term investing
• market cycles
• economy vs stock market
• dividend stocks
• AI evolution

Keywords

• long-term investing
• market cycles
• economy
• dividend stocks
• AI

Mentioned in this episode

Organizations: Seeking Alpha, Blue Owl Capital

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