The Irrelevant Investor

JULY 5, 2019

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.

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Brown Advisory

JUNE 30, 2019

Global Leaders Investment Letter - Q2 2019 ajackson Sun, 06/30/2019 - 09:50 Global Leaders Strategy Investment Letter - Q2 2019 The Global Leaders team are constantly striving to improve in everything they do. One method to facilitate this is their annual offsite. In this letter, the team distill some of their learnings and share some key reflections from their recent offsite.

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The Irrelevant Investor

JULY 3, 2019

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.

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The Irrelevant Investor

JULY 2, 2019

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

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Speaker: Erroll Amacker

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

Accounting

The Irrelevant Investor

JULY 1, 2019

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?

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The Irrelevant Investor

JUNE 29, 2019

Articles This postseason 84% of Curry’s free throws were swishes By Ryan Krueger An investor must experience the highs of success and lows of failure several times before they can exploit these emotions in others. By Ian Cassel Risk management means paying insurance premiums all the time, not just when you want to By Ben Calrson People get mad about payment for order flow, because nobody writes books about Interest Rate Spreads Are Just Too Darn High.

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