korrents

What Ben Carlson thinks about government

@ben-carlson · 11 positions · 0 changes of mind

Director of institutional asset management at Ritholtz Wealth Management and author of the blog A Wealth of Common Sense, which argues most of investing is behaviour rather than analysis.

Everything they publish, on ppll ↗

Ben Carlson did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

3 dated positions, 2026, in their own words. Our reading of what Ben Carlson has said — not written or endorsed by them.

3 positions so far — this page is not yet offered to search engines.

  1. Our readingThe United States is not at risk of a financial crisis caused by the size of its government debt.

    Their wordsSo my baseline assumption is that people will continue complaining about the trillions of dollars we have in debt but it won’t lead to a financial crisis.

    ↗My Most Contrarian Opinion Right Nowawealthofcommonsense.com 1st of 3 in this piece

    America

    Interesting

  3. Our readingGovernment borrowing through the financial crisis and the pandemic was a good trade, because it repaired household balance sheets.

    Their wordsI think the fact that the government took on debt during two crises to help households was a good trade-off.

    ↗My Most Contrarian Opinion Right Nowawealthofcommonsense.com 2nd of 3 in this piece

    Interesting

  5. Our readingThe real danger of high government debt is the policy errors it provokes, not a debt crisis.

    Their wordsBut I am worried about high government debt levels causing policy errors.

    ↗My Most Contrarian Opinion Right Nowawealthofcommonsense.com 3rd of 3 in this piece

    Interesting