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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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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SEI

NOVEMBER 14, 2019

Recognized for employee-led philanthropic efforts

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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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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

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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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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Investments Investing Assets Economics 52

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.

Investments 52

Investments Investing Assets Economics 52

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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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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