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Ben Carlson: Animal Spirits Episode 32: Big Mistakes

FYI: n this week’s Animal Spirits with Micahel & Ben we discuss:

.Michael’s new book (released today!): Big Mistakes: The Best Investors and Their Worst Investments
.Where Michael came up with the idea for his book and how it felt to write about his own mistakes
.Where the value and momentum premiums come from
.Why investing is all about expectations and overreactions
.Mary Meeker’s Internet Trends 2018
.The growth in voice technology (even though we only use our Echos for music)
.Amazon dot toast
.Why most hedge funds don’t hedge
.Why time horizon is so important when making personal finance decisions
.Our advice for people trading companies in their own field
.What is our definition of “long-term” when it comes to investing?
Regards,
Ted
http://awealthofcommonsense.com/2018/06/animal-spirits-episode-32-big-mistakes/
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