42 min listen
Keeping a Level Head with Ben Carlson
Keeping a Level Head with Ben Carlson
ratings:
Length:
41 minutes
Released:
Oct 10, 2023
Format:
Podcast episode
Description
How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four books and the blog A Wealth of Common Sense, Ben Carlson has a gift for whittling down market complexities into simple solutions. He and Liz discuss the importance of not getting swept up in market fads, establishing a set of rules for your portfolio, and what it looks like to weather market extremes.
For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizYoungStrat.
Notable mentions in episode:
(00:00) - Introduction
(03:20) - The market’s problems are complex, but the answers scan be simple
(08:39) - Investor psychology - how can individual investors manage their emotions?
(16:29) - Reliable resources for individual investors
(21:14) - One of the most common mistakes individual investors make
(24:04) - The status of real estate investing
(32:21) - How to weather a bear market storm
(36:16) - Liz’ takeaways from the interview
Additional resources:
The SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.
The SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.
Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.
Wealth Investing Guide: The information you need to know to make your money work harder for you.
Recommended reading:
-How to Trade ETFs: A Guide for Retail Investors
-10 Tips for Investing Long Term
-Investing for beginners: Considerations and Ways to Get Started
For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizYoungStrat.
Notable mentions in episode:
(00:00) - Introduction
(03:20) - The market’s problems are complex, but the answers scan be simple
(08:39) - Investor psychology - how can individual investors manage their emotions?
(16:29) - Reliable resources for individual investors
(21:14) - One of the most common mistakes individual investors make
(24:04) - The status of real estate investing
(32:21) - How to weather a bear market storm
(36:16) - Liz’ takeaways from the interview
Additional resources:
The SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.
The SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.
Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.
Wealth Investing Guide: The information you need to know to make your money work harder for you.
Recommended reading:
-How to Trade ETFs: A Guide for Retail Investors
-10 Tips for Investing Long Term
-Investing for beginners: Considerations and Ways to Get Started
Released:
Oct 10, 2023
Format:
Podcast episode
Titles in the series (34)
Crypto is Too Big to Ignore with Meltem Demirors: Within a decade, crypto adoption has accelerated from attracting young investors to now government bodies, and sparking debates about its future and environmental footprint. Liz sits down with Meltem Demirors, Chief Strategy Officer of CoinShares to talk about Bitcoin’s cyclicality, how current geopolitical events have been pivotal moments for the asset class, and what Meltem sees in terms of regulation. Liz offers her take on the current state of inflation, why the Fed’s decision is a smart move, and what investors can do for the remainder of 2022 and beyond. For more, read Liz’s weekly column every Thursday on SoFi’s blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat by The Important Part: Investing with Liz Young