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

Today’s Animal Spirits is brought to you by Franklin Templeton: See here for more information on the Franklin High Yield Corporate ETF (FLHY) On today’s show, we discuss: Wall Street traders keep underestimating America’s economic strength  Generation Z is unprecedentedly rich Where are growth, inflation and interest rates headed? We asked the economists Home renovations are booming thanks to high rates Bank ... The post Animal Spirits: A Healthy Pullback appeared first on The Irrelevant Investor ..read more

Today’s Talk Your Book is brought to you by Simplify Asset Management:   On today’s show, we spoke with Anupam Ghose, Managing Partner at System Two Advisors to discuss active equity exposure in India On today’s show, we discuss: Why India is different than China Growth opportunities within India How GDP growth translates to higher stock prices Why it’s important to have local staff in India The... The post Talk Your Book: The Bull Case for India appeared first on The Irrelevant Investor ..read more

Articles We are saving and investing for wealth when we should be thinking about income. (By Allison Schrager) Something strange happens when we shift our attention from individual workers to households (By Derek Thomspon) Why so many people don’t believe the inflation numbers. (By Ben Carlson) This is a country that is inhospitable to those who haven’t accumulated any wealth yet. (By Josh Brown) Every time someone cl... The post These Are the Goods appeared first on The Irrelevant Investor ..read more