The Irrelevant Investor

NOVEMBER 27, 2019

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The TD/Schwab deal The nastiest, hardest problem in finance A vertical bathtub Why no one is moving.And boomer homes Zillow's plan for world domination Spending per child Spotify and podcasts The Joker Sequel Charts Recommendations No Layaway November The Smarter Book Club Abnormal Returns The Ride of a Lifetime The Happiness Lab It's

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Brown Advisory

NOVEMBER 12, 2019

NOW London 2019 | Behavioural Bias, Decision Making & Influence achen Tue, 11/12/2019 - 11:51 Tali Sharot, Professor of Cognitive Neuroscience, Department of Experimental Psychology at University College London spoke about how motivation and emotion determine our expectations of the future, our everyday decisions, our memories and our ability to learn.

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Truemind Capital

NOVEMBER 7, 2019

🔊 Play Audio. How often is that you chose someone for a particular task just because he is nice and end up making a bad choice? This is the phenomenon of Halo effect where one attribute of a person overshadows the other attributes and influences the decisions we take. The attribute niceness of your partner has overshadowed the other essential attributes like competence and intelligence.

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Indigo Marketing Agency

NOVEMBER 1, 2019

It’s been a long and winding road that led me to create Indigo Marketing Agency. I know how important financial advisors are in the lives of their clients because my dad is a financial advisor. I created this firm because I know advisors like you are busy and they need help with their marketing so they can serve more people. Here’s why I created my firm and what we do to help advisors like you!

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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.

Accounting

SEI

NOVEMBER 14, 2019

Recognized for employee-led philanthropic efforts

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The Irrelevant Investor

NOVEMBER 25, 2019

On today's Animal Spirits Talk Your Book, we sat down with Jack Vogel and Wes Gray of Alpha Architect. Topics discussed What's going on with value? How should value be measured? How should we benchmark these strategies? How Jack and Wes discovered and adopted momentum The differences between momentum and trend following and growth, and much more For more information on their strategies visit AlphaArchitect.com Wes wrote some great books including Quantitative Value and Quantitative Momentum, w

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The Irrelevant Investor

NOVEMBER 24, 2019

Articles This first dividend was paid in spices By Jamie Catherwood Holding so many low return assets is no longer realistic if workers hope to retire one day. By Allison Schrager Being long a put option offers limited downside and unlimited upside, but this attractive payoff profile comes at a cost since traders are (mostly) smart and price options accordingly By Adam Collins Over the past few years, all percentages have suggested exiting the stock market.

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The Irrelevant Investor

NOVEMBER 21, 2019

Who is the greatest investor of all time? This is a question Ben, Josh and I tried to answer in the video below. [link] In doing some preparation, I pulled up a tweet I had saved from the artist formerly known as SuperMugatu. It contained a table that showed some of the best track records of all time (from the book Excess Returns: A comparative study of the methods of the world's greatest investors 1st Edition ) I've heard about Richard Dennis and his *Turtle Trading program, but I had no idea

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The Irrelevant Investor

NOVEMBER 20, 2019

Today’s Animal Spirits is brought to you by Halo Investing. For more information visit HaloInvesting.com Listen here On today’s show we discuss Disney+ has 10 million users.Should the company be broken up? A billion people IPO'd This MarketWatch article got destroyed Choosing money over consciousness is like choosing dirt over gold The worst investment call ever Google's search for global domination 86% of young Americans want to become an influencer, lol Schwab added 142,000 new brokerage acco

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

The Irrelevant Investor

NOVEMBER 20, 2019

I got lucky. If it wasn't for an introduction my father made to a patient of his, a gentleman who introduced me to the world of finance, god only knows what I would be doing today. If the Knicks weren't getting blown out in the third quarter of a playoff game, god only knows what I would be doing today. And if Josh Brown didn't get on the same train as I did that night, god only knows what I would be doing today.

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The Irrelevant Investor

NOVEMBER 20, 2019

Elon Musk moves to Mars The Fed buys the ECB Vanguard requires customers to use infinite leverage Kylie Jenner sells the other half of her company for $10 billion WeWork goes public Henry Blodget resumes reinvesting dividends Peter Luger introduces plant-based rib eye RobinHood buys Schwab David Stockman turns bullish Facebook hires Scott Galloway as Chief Marketing Officer James Altucher says you should max out your 401(k) The VIX goes negative Ramp Capital replaces Jerome Powell Apple buys bac

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The Irrelevant Investor

NOVEMBER 19, 2019

It's October 2009. You've been putting money into your 401(k) for almost ten years. 118 months to be exact. The amount of money in your account is less than the contributions you've made. All the risk, none of the returns. Thanks for playing, if you're not into the whole brevity thing. And then the decade turned over and people that were steadfast in the face of incredible pain were rewarded and then some.

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The Irrelevant Investor

NOVEMBER 18, 2019

On today's show we speak to Jason Barsema of Halo Investing about what they're doing to bring the structured product market to the 21st century advisor. For more information visit HaloInvesting.com Listen here Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

The Irrelevant Investor

NOVEMBER 17, 2019

Articles Beliefs formed on insufficient evidence seem tough to move By Jesse Frederik and Maurits Martijn For more than a century, the advertising industry has been a stable 1.25% of total GDP. By Matthew Ball The idea that advantage has a shelf life is a fundamental part of growth By Morgan Housel The rhetorical style of any Twitter account that continues to gain followers converges on that of a fortune cookie.

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The Irrelevant Investor

NOVEMBER 14, 2019

Barry and I sat down with Ed Yardeni of Yardeni Research to bring some data to the buyback conversation. This was a nice counter to the discussion we had earlier this week with Ben Hunt. While they disagree on the implications about buybacks, they agree about one big thing, which Yardeni wrote about in his book Stock Buybacks: The True Story: Most companies don't view buybacks as a means of returning cash to shareholders, but rather, as a means of offsetting all or most of the dilution caused by

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The Irrelevant Investor

NOVEMBER 13, 2019

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Too many cars are under water.But Ben says don't worry SUVs vs Minivans Ray Dalio says the world has gone mad and the system is broken.Ben says he is an expert on an earlier version of the world Bill Gates owns a lot of stock An article on the richest 1% Twitter cannot be fixed There is value in value Infinite (free) leverage A streami

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The Irrelevant Investor

NOVEMBER 12, 2019

According to a Deloitte article, in 2012, 500 of the highest paid executives received an average remuneration of $24.4 million, of which 52 percent was in the form of stock options and a further 26 percent was in the form of stock rewards. I believe that executive compensation is out of control. In his latest post, Ben Hunt wrote "Jamie Dimon owns more than 7.8 million shares of JP Morgan, worth more than $1 billion.

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

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Brown Advisory

NOVEMBER 12, 2019

NOW London 2019 | Behavioural Bias, Decision Making & Influence. achen. Tue, 11/12/2019 - 11:51. Tali Sharot, Professor of Cognitive Neuroscience, Department of Experimental Psychology at University College London spoke about how motivation and emotion determine our expectations of the future, our everyday decisions, our memories and our ability to learn.

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Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. ajackson. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

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The Irrelevant Investor

NOVEMBER 11, 2019

On today's show we talk with Coach Dana Cavalea, former strength & conditioning coach for the New York Yankees. Listen here: We discussed: What it's like to be an asset manager of over $300 million dollars in human capital Mariano Rivera's in-game routine Alex Rodriguez's financial advice The difference between taking time off in business and sports Guru culture, and much more For more information visit Coach's site here Get coach's book, Habits of a Champion The post Animal Spirits Talk You

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

The Irrelevant Investor

NOVEMBER 10, 2019

Articles In my investing lifetime, I’ve seen countless companies fall from grace By Jonathan Clements You don’t necessarily get a real cheapening of the value factor despite its losses. If you lose on fundamentals you just lost. That happens. It’s fair. By Cliff Asness Snapshot-based analyses don’t correspond to the experience that most investors have in the markets.

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The Irrelevant Investor

NOVEMBER 7, 2019

“I don’t know why planets orbit the sun,” Simons told a colleague, suggesting one needn’t spend too much time figuring out why the market’s patterns existed. “That doesn’t mean I can’t predict them.” On today's show we discuss: - The Man Who Solved the Market -Medallion's OddStats -How Simons built the greatest money making machine of all-time -How much you would invest in the Medallion fund if it was opened to you, and much more Listen here The post Animal Spirits Talk Your Book: The Man Who So

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The Irrelevant Investor

NOVEMBER 5, 2019

In December 2018, with the stock market in its deepest drawdown of the decade, Jim Simons turned to one of his financial advisors for help. Should we be selling short?” Simons asked. Chhabra hesitated, suggesting that they avoid acting until the market had calmed, a course of action Simons agreed to follow. A day later, stocks firmed. The collapse was over.

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The Irrelevant Investor

NOVEMBER 3, 2019

Articles The expectation of bad news weighs more heavily on our psyche than the actual bad news when it arrives By Drew Dickson Total return isn’t just a concept; it’s also a technology By Jason Zweig Data isn’t everything By Nick Maggiulli If we all followed our dreams when it came to our career path nothing would ever get done By Ben Carlson My question was promptly greeted crickets and awkward blank stares as a cloud of general discomfort filled the room By Doug Boneparth Podcasts Why and how

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Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

The Irrelevant Investor

NOVEMBER 3, 2019

"Stock prices have reached what looks like a permanently high plateau."* Everybody is familiar with this quote from Irving Fisher, which appeared on the front cover of the New York Times on October 16th, 1929. This will live on forever because just eight trading sessions later, the Dow crashed 13.47%. The following day it fell another 11.73%. That permanently high plateau would not be seen again until the winter of 1954.

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The Irrelevant Investor

NOVEMBER 1, 2019

The majority of stocks have lifetime returns that are less than that of one-month treasuries. The best performing 4% of stocks were responsible for all of the wealth created in the stock market from 1926 through 2018. This information comes from Hendrik Bessembinder's Do Stocks Outperform Treasury Bills? A lot of people use this information, rightly so in my opinion, as the case to hold cap-weighted indexes.

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Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. ajackson. Fri, 11/01/2019 - 13:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.

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