This stock market looks like 1999 | Ben Carlson

Ben Carlson is the director of institutional asset management at Ritholtz Wealth Management, and the author of the new book, "Risk & Reward." He joins Phil Rosen to discuss the historic bull market, semiconductor rally and meltup, dot-com comparisons, lessons from Japan's asset bubble, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Why Markets Ignore Headlines1:14 - Momentum and the AI Trade2:12 - Bull Market Tracker Insights3:38 - Semis Rally and Air Pockets5:53 - Nasdaq Melt Up Comparisons8:01 - Dot-Com Then vs Now9:10 - Investor Sentiment and Flows11:20 - Leveraged ETFs and Bubble Talk13:50 - What Would Turn Bears On15:56 - New Inflation Regime Reality16:40 - Ben's New Book "Risk and Reward"19:02-  Japan Bubble Lessons Diversify23:17 - Investor Identity Time Horizon25:23 - Ben's Writing Process & Where to FollowDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed