Loading...

Follow The Irrelevant Investor on Feedspot

Continue with Google
Continue with Facebook
or

Valid

On today’s Animal Spirits, we discuss RIP NonrelatedSense Shielded Alpha The podcast booth at Wealth/Stack Join us for the next re-kindled People are selling stock Research Affiliates on bubbly markets Montier on what GMO got wrong this last decade How to squeeze the most out of credit cards The 150-year old startup Congress is coming for your (inherited) IRA Where relationships come from People have munchies Who d...

The post Animal Spirits: Shielded Alpha appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

There was an article in the New York Times that highlighted the reversal of previous findings in medicine. Of more than 3,000 studies published from 2003 through 2017 in JAMA and the Lancet…more than one of 10 amounted to a “medical reversal”: a conclusion opposite of what had been conventional wisdom among doctors. This got me thinking about conventional wisdom in investing that might need further scrutiny. Be...

The post Opposite of Conventional Wisdom appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Today’s Animal Spirits, Talk Your Book is brought to you by Teucrium Click here for more information on Teucrium On today’s show we talk about What drives commodity returns? How do commodities work inside of an ETF? Where do agricultural commodities fit within a traditional portfolio? How has commodity investing changed over time? How do tariffs impact commodities? How do currencies affect commodities? List...

The post Animal Spirits, Talk Your Book: Agricultural Commodities appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 
The Irrelevant Investor by Michael Batnick - 4d ago

Articles Great companies will attract good investors, but great companies at the right price will attract great investors. By Jamie McGurk While the rise of Technology stocks is a significant component of the reason that Growth outperformed Value over this turning point, about three quarters of the underperformance comes from Financials By Chris Meredith A moving target forecasting a moving target By Josh Brown The US sto...

The post These Are the Goods appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 
The Irrelevant Investor by Michael Batnick - 1w ago
Things we normally worry about The CAPE ratio The inverted yield curve Peak profits GDP growth Demographics Student loans Bond liquidity Black swans Flash crashes The Fed being behind the curve Gridlock in congress Geopolitical instability Inflation Deflation The decline in listed stocks The bubble in private markets Buybacks Auto loans Index funds distorting prices Am I saving enough money? Social security running out o...

The post Things We Worry About appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Schroders did a Global Investor Study (H/t Meb Faber) They surveyed over 25,000 people from 32 countries and asked them various questions pertaining to investing. Some of the biggest findings are the usual suspects; people check their portfolio way too often (guilty), they don’t give their investments nearly enough time, and their return expectations are too high. Like, way too high. 16% of people expect 20% annual ...

The post Global Investor Expectations appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The earnings season playbook COME SEE US AT WEALTH/STACK When does trading happen? HQ traffic is crashing RIP Mad Magazine Rich Dad, Poor Dad ¯\_(ツ)_/¯ Walmart is losing a lot of money on its e-commerce efforts Are banks a big short again? Is value dead? Vanguard on factor timing Low vol flows When government got i...

The post Animal Spirits: The Next Big Short appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 
Josh, Ben and I did a video on the 7 deadly sins of investing: Lust, Gluttony, Greed, Sloth, Wrath, Envy, Pride. My favorite comment was from Josh on the topic of envy. The worst thing you can do is read articles about investors who have just kicked ass in some stock or some asset class and feel like, “that should have been me. The next time something like that comes around I’m not gonna miss out.” Here&...

The post The 7 Deadly Sins of Investing appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Today’s Animal Spirits, Talk Your Book is presented by Acquirers Funds. Go to acquirersfund.com for more information. You can find all of Toby’s books here Follow him on Twitter On today’s show we talk about Toby’s new long/short ETF, ticker ZIG Why has value underperformed for so long? The differences between the long and the short side Why 130/30? Backtests And much more Listen here ...

The post Animal Spirits, Talk Your Book: The Acquirer’s Fund appeared first on The Irrelevant Investor.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 
A few months ago there was an article called You don’t need that: Average American spends almost $18,000 a year on nonessentials. Shaming people for their spending habits is extremely clickable, so expect to see more of these in the future. This is the basic gist of: Starbucks is a waste of money. Drink Folgers. Buying lunch is a waste of money. Eat leftovers. Books are a waste of money. Go to the library. Amazon P...

The post Stop Counting Other People’s Money appeared first on The Irrelevant Investor.

Read for later

Articles marked as Favorite are saved for later viewing.
close
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Separate tags by commas
To access this feature, please upgrade your account.
Start your free month
Free Preview