The Irrelevant Investor

MARCH 12, 2021

On today's show, we talk with Perth Tolle from Life + Liberty Indexes. To learn more, go here. On today’s show we discuss: How the makeup of emerging markets have changed over time How freedom affects capital markets The enormous gap between EM market cap and EM population Investor Resources: Freedom ETFs Listen here: Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

Investing 52

Investing Investments Marketing Marketing 52

Indigo Marketing Agency

MARCH 11, 2021

I was recently invited to be a guest host on ProudMouth’s Top Advisor Marketing Podcast. We spent time talking about: . Underused marketing tactics that are absolute gold for advisors. Leading and lagging indicators of marketing success. Two marketing tactics that give you the most bang for your buck. The one page that’s guaranteed to get the most traffic on your website.

Marketing 52

Marketing Marketing Financial Advisor Financial Planning 52

Mauldin Economics

MARCH 9, 2021

U.S. employers created 379,000 new jobs in February. This news generated much celebration and, for those who fear inflation, some worry. Keep in mind that these numbers have many statistical limitations. Even if they’re exactly right, the trends over time mean more than any single report. That said, this one does concern me. Not so much for the data itself, but rather for the way it excites some people.

Marketing 52

Marketing Marketing Economy Retail 52

The Irrelevant Investor

MARCH 11, 2021

The two most common questions that Ben and I get in our Animal Spirits inbox are: "What do I do with my cash?" And "How do I become a financial advisor?" I want to talk about the latter one today. Before offering up some advice, I want to briefly share my story of how I got into the industry. I started my career at an insurance company. The people at this agency held themselves out as financial planners.

Financial Advisor 52

Financial Advisor Insurance Financial Planner Clients 52

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

The Irrelevant Investor

MARCH 10, 2021

Today’s Animal Spirits is brought to you by Interactive Brokers. On today’s show we discuss: Come work with us (email hiring@ritholtzwealth.com) My wife and I spoke to the FT about Top Shot, LOL Some details on the America Rescue Plan How Ark's size is affecting how it invests People are going nuts for non-fungible tokens Housing, we have a problem Zillow also takes 6% Why housing prices are up and rents are down Jack Dorsey is the CEO of two companies Some details on how replaced credit cards

Planning 52

Planning Investing Investments 52

The Irrelevant Investor

MARCH 8, 2021

Stock prices are said to climb a wall of worry. These days, that worry is inflation. Igor Vasilachi at Verdad is out with a new piece detailing how investors can best position themselves for an inflationary environment. The chart below shows inflation beta, or how sensitive an asset class is to inflation. For example, with an inflation beta of 4, the regression would suggest that a 1% increase in inflation would lead to a 4% increase in commodities over a given period.

Assets 52

Assets Economy 52

The Irrelevant Investor

MARCH 8, 2021

It's incredible how quickly things can change in the market. In October , I posted a chart showing the laggards in the stock market relative to the leaders. I said: This is not the laggards first attempt to take the baton back from the leaders. None of the previous rallies stuck. Is this the one that finally does? I’ll tell you in two months. Humblebrag, I know.

Healthcare 52

Healthcare Investing Investments Portfolio 52

The Irrelevant Investor

MARCH 7, 2021

Articles Virtually every successful active stock-picker has closed a fund at one time or another (By Ben Johnson) It’s so much harder to actually run companies than it is to write about them and come up with fun product ideas. (By Packy McCormick and Marc Rubinstein) Interest rates don’t turn people into gamblers. (By Ben Carlson) Remember what this moment feels like and never forget it.

52

52

The Irrelevant Investor

MARCH 7, 2021

We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year high. This chart, which I think is the most important one from the last decade, comes from J.P. Morgan's Guide to Retirement. During a recession, the economy contracts, and people lose their job. And when they lose their job, they lose the ability to save money.

Economy 52

Economy Planning Retirement Economics 52

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