Technology has transformed so many areas of our lives over the years that it’s easy to forget how good we now have it and how bad everything once was by comparison. Netflix is one of the most disruptive companies on planet Earth, having turned its industry upside down and inside out. While there might be some nostalgia for the era of must-see appointment TV, I don’t think anyone can say with a straight face th... The post Great Quarter, Streamers appeared first on The Irrelevant Investor ..read more

Articles Our goal is to build one of the best new housing developments in America (By Coby Lefkowtiz) It was an accidental metaphor that hit a little bit too close to home. (By Kyla Scanlon) Traditional TV is dying on the vine (By Alex Sherman) Amex customers in the US earn twice the average national income (By Marc Rubinstein, paid) The narrative that companies need $1B of ARR (or close to it) is no longer as relevant ... The post These Are the Goods appeared first on The Irrelevant Investor ..read more

I once heard somebody say, “You are what you drive.” I thought it was ridiculous when I first heard it and I feel the same way more than twenty years removed. But just because cars don’t tell you everything about their driver, it doesn’t mean they tell you nothing either. I’ve been thinking about cars lately because after a lousy experience, I’m starting to think differently about what ... The post What a Car Says About its Driver appeared first on The Irrelevant Investor ..read more

Today’s Compound and Friends is brought to you by WisdomTree See here for more information on WisdomTrees US Quality Dividend Growth Strategy On today’s show, we discuss: Blackstones big gamble  Disney pares streaming losses, shares fall on loss, earnings outlook  Disney earnings Starbucks earnings Uber earnings  Warner Brothers Discovery earnings Hood earnings AirBNB earnings Subscribe here to The Compound ... The post The Compound and Friends: Hall of Fame Bull Market appeared first on The Irrelevant Investor ..read more

Today’s Animal Spirits is brought to you by Simplify ETFs:   See here for more information on Simplify’s suite of active-income solutions! On today’s show, we discuss: At $2M per minute, treasuries mint cash like never before  Cost of capital and capital allocation The new math of driving your car till the wheels fall off  Consumers fed up with food costs are ditching big brands Long-predicted c... The post Animal Spirits: Fighting Inflation appeared first on The Irrelevant Investor ..read more

Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape.  On today’s show, we discuss: The resiliency of Bitcoin The global com... The post Talk Your Book: Bitcoin Flows appeared first on The Irrelevant Investor ..read more

Articles Netflix’s perception as largely a “subscriber story” completely missed the boat (By Alex Morris, paid) As debt increases, you narrow the range of outcomes you can endure in life. (By Morgan Housel) It is the largest private equity fund ever raised (By Marc Rubinstein, paid) There’s no one on this list (or anywhere in the industry) doing things how we’re doing them. (By Josh Brown) There is a time and a ... The post These Are the Goods appeared first on The Irrelevant Investor ..read more

Today’s Compound and Friends is brought to you by Global X: See here for more information on Global X’s full ETF suite On today’s show, we discuss: Jay Powell on stagflation concerns The interview heard around the world Apple earnings expectations Subscribe here to The Compound Insider newsletter Favorites Ripley John Wick  Fried Chicken and Evil Women Listen here:   Jeff deGraaf: LinkedIn Tw... The post The Compound and Friends: Priced to Perfection appeared first on The Irrelevant Investor ..read more

Today’s Animal Spirits is brought to you by YCharts: See here for the YCharts report builder and proposal capabilities to save time and add value to client relationships! On today’s show, we discuss: 30 years of financial market returns Cathie Wood’s popular ARK funds are sinking fast  Young Americans are getting left behind by rising home prices, higher stocks Vanguard: How America Saves  Five thing... The post Animal Spirits: Negative Arbitrage appeared first on The Irrelevant Investor ..read more

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors. On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent use-ca... The post Talk Your Book: Hedging Your Portfolio with Options appeared first on The Irrelevant Investor ..read more