Ben Carlson: regole di buon senso per il portafoglio perfetto

Ben Carlson is one of the leading voices on personal finance and investing. He is the author of Risk and Reward, director of Institutional Asset Management at Ritholtz Wealth Management, and creator of the popular blog A Wealth of Common Sense. In this episode, we discuss risk, return, inflation, bonds, stocks, and investor psychology. We explore why risk is the inevitable price to pay for superior returns, how to live with market uncertainty, and what it really means to invest with a long-term perspective. We discuss the infamous "Bob, the World's Worst Market Timer," the importance of sticking to your plan even when the temptation to act is strongest, and how to build a portfolio that can withstand the changes and crises of the coming decades. We also discuss AI, markets at all-time highs, high valuations, and the challenges facing investors in an increasingly fast-paced, complex, and noisy environment. An episode packed with practical insights, timeless reflections, and common-sense lessons from one of the world's most respected financial communicators. 📖 Risk and Reward by Ben Carlson (currently available only in English): https://amzn.to/4fM5Lig 00:00 The market feels like a bubble. How do you invest now? 01:35 Risk and return: why you can't have one without the other 04:03 The emotional pendulum that destroys portfolios 10:21 Why doing nothing is the bravest thing you can do 18:35 The bias that makes you buy at the highs and sell at the lows (and you don't realize it) 25:42 The best hedge against inflation? It's not gold 36:13 OpenAI and SpaceX go public: what happens to index funds? 40:16 The only rule for surviving the next decade Produced and distributed by Corax. 🔔 Subscribe to the channel to never miss the next episodes! Want to stay up-to-date on the markets? Get The Bull newsletter every Sunday morning: market analysis, recommended reading, and the performance of the main indices. Subscribe for free at https://www.thebull.it/newsletter/ Invest with Fineco https://finecobank.sjv.io/LKoB9a, 60 free trades in the first six months Invest with Scalable https://partner.scalable-capital.de/g... Links are sponsored and the author may earn a commission (#ad). 📲 Listen to “The Bull” on Spotify, Apple Podcasts, and all other dedicated platforms! Instagram   / thebull_finance   LinkedIn   / the-bull-srl   TikTok   / thebull_finance   Spotify https://open.spotify.com/show/2cQw8L6... Apple Podcasts https://podcasts.apple.com/it/podcast... Amazon Music https://music.amazon.it/podcasts/c9a2... ================================================= WARNING: The content of this channel is intended solely for information and entertainment purposes. The information provided on the channel is indicative and does not provide complete information regarding the characteristics of the products mentioned. Anyone using it for purposes other than purely informational purposes assumes full responsibility. All references to individual financial instruments should not be construed as investment advice or as a solicitation to purchase the products or services mentioned. Investing involves the risk of losing your capital. Invest only if you understand the risks involved.