The Irrelevant Investor

JUNE 25, 2021

Today’s Animal Spirits is brought to you by Simplify Asset Management On today’s show we discuss: Picking pennies up in front of a steam roller while not getting steamrolled How to get exposure to Bitcoin and stocks in one wrapper Finding income in a low rate world, and much more Investor Resources: Advisor hub Volatility premium harvesting Simplify Volatility Premium ETF Simplify US equity plus GBTC Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or

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Steve Feinberg

JUNE 25, 2021

What everyone should know. The American Rescue plan signed in March, 2021 requires the IRS to pay out ½ of enhanced Child Tax Credits (CTC) to eligible taxpayers beginning this month. A tall order, and one filled with land mines. If you have children or know of anyone who has children, here is how you can help: What’s happening now. IRS web-sites. The IRS is establishing two web sites.

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The Irrelevant Investor

JUNE 25, 2021

Investor expectations are way out of whack with reality, according to the global survey of individuals. U.S. investors* expect 17.5% real returns over the long term. If these survey numbers are to be believed, investors are about to be very disappointed. The S&P 500 has returned 10.4% over the long term. The idea that we're going to get 17% real, after getting 17% nominal over the last 5 years, is nothing short of absurd.

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The Irrelevant Investor

JUNE 22, 2021

When the S&P 500 fell in March last year, it brought Bitcoin down with it. So if stocks can bring down Bitcoin, it's reasonable to ask if Bitcoin can bring down stocks.* If you thought the Bitcoin run-up to 60k was emblematic of investor** euphoria, then you probably wondered what would happen if it were to come crashing down. Would that take other high-flying areas of the market down with it?

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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

The Irrelevant Investor

JUNE 22, 2021

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Bond traders aren't better than anyone else at predicting inflation Ben on why it's so hard to predict inflation Inflation is personal Cuban calling for crypto regulation. Tough scene.

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The Irrelevant Investor

JUNE 19, 2021

Articles Credit doesn’t come last, it comes first (By Marc Rubinstein) It’s easiest to convince people that you’re special if they don’t know you well enough to see all the ways you’re not (By Morgan Housel) The Hype Cycle works because it’s a big mirror. (By Packy McCormick and Jill Carlson) Profits are of no use. (By Mark Cuban) The combination of memes and investing is a powerful cocktail that I have been ignoring for a long time, probably incorrectly.

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