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Ask The Compound

Ask The Compound

When Will the Next Bear Market Hit?

Sep 30, 2026 · 40m

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About this episode

On episode 242 of Ask The Compound, Ben Carlson and Duncan Hill discuss: when the next bear market and recession could hit, why rising Treasury yields haven’t rattled the stock market, and whether the AI boom could ultimately become the catalyst for the next major sell-off. Plus, insurance expert Jonathan Novy joins the show to explain when permanent life insurance actually makes sense, how to think about long-term care insurance versus self-insuring, and whether annuities can help cover future care costs. Ben and Duncan also break down why consumer sentiment remains so negative even as wages have largely kept pace with inflation, and whether taking advantage of 0% APR financing is actually…