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On today's show we discuss Is it a bad idea to borrow money from my friend? (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills? Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. dollar is on borrowed time Robinhood is raising money at a $7.6 billion valuation Betterment ev
Brown Advisory’s 2019 PRI Assessment Report ajackson Wed, 07/24/2019 - 10:04 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. PRI is the nexus for a massive, global network of asset owners and investment managers—its 2,350+ signatories as of June 30, 2019 represent more than $86 trillion of invested assets.
Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The Go-To Website Often Omits Red Flags. The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Articles The market for unwavering, rock-solid opinions is bigger than the market for weighted probabilities. By Morgan Housel There are many unpredictable variables regarding investing, the truth shouldn’t be one of them. By Tony Isola Since 1899, more than 3.6 million people have died in traffic accidents in the United States, and more than eighty million have been injured By Nathan Heller It kind of goes without saying, that if you would have invested in one of the biggest, most successful co
Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss Netflix one pager Peak podcasts Is this home owner statistic really true? The volatility of housing prices Warren's plan to rein in Wall Street D.I.Y. Private Equity (nothing burger) Mira Sorvino is not a fan of the stock market Ray Dalio on paradigm shifts DIY risk parity Remember when Arian Foster almost did an IPO?
Brown Advisory’s 2019 PRI Assessment Report. ajackson. Wed, 07/24/2019 - 10:04. Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. PRI is the nexus for a massive, global network of asset owners and investment managers—its 2,350+ signatories as of June 30, 2019 represent more than $86 trillion of invested assets.
Brown Advisory’s 2019 PRI Assessment Report. ajackson. Wed, 07/24/2019 - 10:04. Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. PRI is the nexus for a massive, global network of asset owners and investment managers—its 2,350+ signatories as of June 30, 2019 represent more than $86 trillion of invested assets.
2019 Berkshire Hathaway Annual Shareholder Meeting ajackson Tue, 07/23/2019 - 09:50 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 50 questions during the five-hour gathering. A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business part
2019 Berkshire Hathaway Annual Shareholder Meeting. ajackson. Tue, 07/23/2019 - 09:50. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 50 questions during the five-hour gathering. A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business p
Being a first time home owner, I had no idea what to expect in terms of recurring utility bills. For the first three months the electricity averaged around $85, which I was very pleased with. But that was before the heat and I knew an increase was coming. So I wasn't too surprised yesterday when the bill came and it showed I owe the electric company $300.
Articles Katzenberg was hellbent on payback and quickly co-founded Dreamworks with Steven Spielberg and David Geffen after raising close to $1B from Paul Allen. By Michael Dempsey eah things could be worse. But things could be so much better too. By Casey Mullooly Eventually, the dinosaurs died and the Mammals lived. By Tony Isola While confidence tends to grow commensurately with portfolio balances, our actual tolerance for risk does not respond in kind By Brendan Mullooly There is no such thin
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
In the spring of 2017, Barry, Josh and I were on Patrick O'Shaughnessy's podcast, Invest Like the Best. After we finished recording, Patrick asked me, "why don't you and Ben have a podcast?" He knew how often Ben and I speak on the phone, so he said, "why not just press record and see what happens?" Thank you, Patrick. Our first order of business was figuring out what we were gonna call this thing.
On today's Animal Spirits, we discuss RIP NonrelatedSense Shielded Alpha The podcast booth at Wealth/Stack Join us for the next re-kindled People are selling stock Research Affiliates on bubbly markets Montier on what GMO got wrong this last decade How to squeeze the most out of credit cards The 150-year old startup Congress is coming for your (inherited) IRA Where relationships come from People have munchies Who does all the trading?
There was an article in the New York Times that highlighted the reversal of previous findings in medicine. Of more than 3,000 studies published from 2003 through 2017 in JAMA and the Lancet.more than one of 10 amounted to a “medical reversal”: a conclusion opposite of what had been conventional wisdom among doctors. This got me thinking about conventional wisdom in investing that might need further scrutiny.
Today's Animal Spirits, Talk Your Book is brought to you by Teucrium Click here for more information on Teucrium On today's show we talk about What drives commodity returns? How do commodities work inside of an ETF? Where do agricultural commodities fit within a traditional portfolio? How has commodity investing changed over time? How do tariffs impact commodities?
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Articles Great companies will attract good investors, but great companies at the right price will attract great investors. By Jamie McGurk While the rise of Technology stocks is a significant component of the reason that Growth outperformed Value over this turning point, about three quarters of the underperformance comes from Financials By Chris Meredith A moving target forecasting a moving target By Josh Brown The US stock market has underperformed equal weighting in 8 of 12 decades By Meb Fabe
Things we normally worry about The CAPE ratio The inverted yield curve Peak profits GDP growth Demographics Student loans Bond liquidity Black swans Flash crashes The Fed being behind the curve Gridlock in congress Geopolitical instability Inflation Deflation The decline in listed stocks The bubble in private markets Buybacks Auto loans Index funds distorting prices Am I saving enough money?
Schroders did a Global Investor Study (H/t Meb Faber ) They surveyed over 25,000 people from 32 countries and asked them various questions pertaining to investing. Some of the biggest findings are the usual suspects; people check their portfolio way too often (guilty), they don't give their investments nearly enough time, and their return expectations are too high.
Josh, Ben and I did a video on the 7 deadly sins of investing: Lust, Gluttony, Greed, Sloth, Wrath, Envy, Pride. My favorite comment was from Josh on the topic of envy. The worst thing you can do is read articles about investors who have just kicked ass in some stock or some asset class and feel like, "that should have been me. The next time something like that comes around I'm not gonna miss out.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Articles The overstated earnings hypothesis carries significant implications for individual stock selection and overall stock market valuation By Jesse Livermore These things are harder to stick with than they look like in presentations By Cliff Asness He built six hundred and twenty-seven miles of parkways and expressways, every modern bridge in New York, reshaped the whole park system, et cetera.
I listened to a great conversation this week with Russ Roberts and Adam Cifu , MD. They spoke about Cifu's recent paper, The Case For Being a Medical Conservative which takes a good hard look at evidence-based medicine. Cifu said two things that had clear parallels to investing: 1- " Should evidence come with an expiration date?" 2-"Once we take a drug which looks great in the lab and put it in a human being, boy it's a different game.
When people look at financial markets, they see numbers and they hear narratives. But data can hide the past and stories can distort the present. The Dow gained 8% from 1966-1982. What does this reveal about what it was like to live and invest over this 17-year period? Nothing. History books will describe the last ten years as "a period of moderate economic growth on the back of accommodative central bank policy.
On today's show we talk about Come see us at Wealth/Stack Drink your coffee How Netflix changed entertainment Comedy is dead What's going on in your savings account? Amazon is the new king of shipping Superhuman email When Vanguard changed their precious metals fund Zillow's consumer housing trends (2018) Honeymoon hashtag Bank fees, what a racket Listen here Recommendations One Giant Leap How History Gets Things Wrong Charts Tweets [link] [link] Email us at animalspiritspod@gmail.com with any f
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Today's Animal Spirits Talk Your Book is brought to you by Invesco. Click here to learn more. On today's show we talk about: Invesco Global Factor Investing Study Why is the debate about whether or not you should time factors not relevant? What are the differences between investment factors and risk factors? Who shouldn’t invest in factors? Who actually put factor investing on the map?
Today's Animal Spirits, Talk Your Book is presented by Acquirers Funds. Go to acquirersfund.com for more information. You can find all of Toby's books here Follow him on Twitter On today's show we talk about Toby's new long/short ETF, ticker ZIG Why has value underperformed for so long? The differences between the long and the short side Why 130/30?
A few months ago there was an article called You don't need that: Average American spends almost $18,000 a year on nonessentials. Shaming people for their spending habits is extremely clickable, so expect to see more of these in the future. This is the basic gist of: Starbucks is a waste of money. Drink Folgers. Buying lunch is a waste of money. Eat leftovers.
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