The Irrelevant Investor

OCTOBER 16, 2020

Today’s Animal Spirits is brought to you by The Index Standard On today’s show we discuss: How advisors can use The Index Standard to look under the hood of their investments The coming boom in alternative ETFs The problem with backtests Why not every index is created equal What makes an index unattractive The rise of ESG, and much more Listen here: Follow The Index Standard: Website Twitter LinkedIn Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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AdvisorPR

OCTOBER 15, 2020

Alana Kohl for Elements. Hosted By: Reese Harper of Dentist Advisors. In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes.

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Workable Wealth

OCTOBER 14, 2020

Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.

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SEI

OCTOBER 14, 2020

We’re proud to have launched our Neurodiversity@Work program in 2018.

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Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

The Irrelevant Investor

OCTOBER 16, 2020

On this week's Animal Spirits, Ben made the case for traders being more educated and better behaved than they were in the past. [link] This line of thinking was plucked from an article by Rob Walker , who got some interesting quotes from one of the cofounders of Robinhood: For more than a year prior to the current crisis, the company was focusing on people who had registered for the service, but hadn’t used it to buy any stock, essentially asking: What’s preventing you from getting in the market

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The Irrelevant Investor

OCTOBER 14, 2020

The chart of the day comes from Ehren Stanhope. Companies issued a ton of debt in the third quarter. $267 billion for investment grade corporates and $119 billion for high yield, to be exact. There was obviously a good reason for the explosion in debt. Earnings collapsed and businesses needed to bridge the gap. But at some point in time, you would think the chickens will come home to roost, at least for some of these businesses.

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The Irrelevant Investor

OCTOBER 13, 2020

I'm a glass half full person. I'm thankful for this because I don't think it's a decision that people consciously make. Nobody wakes up in the morning with the intent to focus on everything that can go wrong that day. Because I'm an optimist, I tend to take good news at face value, like for example, the decline in the number of people living in poverty.

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The Irrelevant Investor

OCTOBER 11, 2020

Articles Public markets are the new private markets (By Myles Udland) Not all tech companies are the same (By Ben Thompson) Unlike the rest of the permanent portfolio, I wouldn’t change the original 25% in gold (By Adam Collins) It’s only in hindsight that you realize whether Newton or Darwin was in control (By Morgan Housel) Doing the important things adequately will serve you well (By Tadas Viskanta) It doesn’t take much to see fantastic results, assuming you can stay the course for long enoug

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The Irrelevant Investor

OCTOBER 15, 2020

When assessing all the potential risks to the economy in 2020, not a single person had a global pandemic on their list. And because the shock came from outside the economy, the ensuing recession was didn't follow the traditional playbook. Howard Marks wrote about this in his latest memo. He said: Most of the time, downturns stem primarily from economic weakness, and they are repaired with economic tools.

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

The Irrelevant Investor

OCTOBER 13, 2020

On today's show Josh and I discuss: Is Facebook really a monopoly if they compete with Google and The Trade Desk on ads, Snapchat and Twitter on users? Will millennials embrace single-family home rentals as they outgrow their apartments and head to the suburbs? Why investors should consider REITs rather than directly investing in real estate. What sets today's tech giants like Apple and Amazon apart from the trusts and monopolies of 100 years ago.

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