Abnormal Returns

SEPTEMBER 6, 2023

Rates Higher starting rates make bonds more attractive. morningstar.com) How investors should think about their bond allocations. awealthofcommonsense.com) Bonds aren't boring any more. quietwealth.com) Equities Small value stocks are even cheaper than normal. blog.validea.com) China's stock market is cheap, but is it investable?

Financial Advising 238

Financial Advising Wealth Management Media Economy 238

The Irrelevant Investor

NOVEMBER 12, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to give us an update on digital assets in 2023. The post Talk Your Book: Bitcoin Fundamentals appeared first on The Irrelevant Investor.

Assets 96

Assets 96

The Irrelevant Investor

FEBRUARY 4, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy.

Investing 84

Investing Investments 84

A Wealth of Common Sense

APRIL 15, 2024

Today’s Talk Your Book is brought to you by Direxion On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss diversifying away from the Magnificent 7.

Distribution 80

Distribution Sales Management 80

A Wealth of Common Sense

APRIL 22, 2024

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 (..)

Assets 63

Assets Management 63

The Irrelevant Investor

OCTOBER 8, 2023

Today’s Talk Your Book is brought to you by MUSQ: On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss investing in the growing music industry. The post Talk Your Book: Investing in Music appeared first on The Irrelevant Investor.

Investing 106

Investing Investments 106

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 74

Asset Allocation Investing Investments Portfolio Management 74

The Irrelevant Investor

APRIL 21, 2024

The post Talk Your Book: The Bull Case for India appeared first on The Irrelevant Investor.

Assets 69

Assets Management 69

A Wealth of Common Sense

MARCH 11, 2024

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss the new Bitcoin ETF and to give us an update on Bitcoin for 2024.

Assets 74

Assets Management Marketing Marketing 74

The Irrelevant Investor

MARCH 17, 2024

Today’s Talk Your Book is presented by Invesco QQQ: On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss everything Nasdaq 100. The post Talk Your Book: The Mount Rushmore of ETFs appeared first on The Irrelevant Investor.

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Calculated Risk

MARCH 6, 2024

Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Consumer spending, particularly on retail goods, inched down in recent weeks.

Economics 111

Economics Manufacturing Insurance Engineering 111

The Irrelevant Investor

MARCH 24, 2024

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China. The post Talk Your Book: Finding a Bottom in China appeared first on The Irrelevant Investor.

Economics 65

Economics Clients Investing Investments 65

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 80

Budgeting Management Investing Investments 80

The Irrelevant Investor

DECEMBER 24, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US. The post Talk Your Book: International Growth Investing appeared first on The Irrelevant Investor.

Investing 78

Investing Investments Portfolio Management Valuation 78

The Irrelevant Investor

OCTOBER 1, 2023

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. The post Talk Your Book: Compounding Machine appeared first on The Irrelevant Investor.

Assets 81

Assets Portfolio Management Marketing 81

Wealth Management

OCTOBER 15, 2023

Wealth Management recently asked readers to nominate the investment book that most helped them in their investing careers.

Investing 140

Investing Investments Wealth Management Management 140

XY Planning Network

NOVEMBER 20, 2023

Now known as XYPN Books, the eleven-strong team keeps our members' books clean, accurate, and compliant month after month. So settle in, grab a cup of tea, and enjoy the story of the team behind the books.

Planning 69

Planning Financial Advisor Financial Planning 69

The Irrelevant Investor

MARCH 3, 2024

The post Talk Your Book: Private Investing for Fiduciaries appeared first on The Irrelevant Investor.

Investing 85

Investing Investments Wealth Management Management 85

The Irrelevant Investor

FEBRUARY 18, 2024

Today’s Talk Your Book is brought to you by Innovator Capital Management We had Co-Founder and CEO Bruce Bond back on the show to discuss their latest defined income and outcome products. The post Talk Your Book: Putting a Floor on the Nasdaq 100 appeared first on The Irrelevant Investor.

Management 87

Management Marketing Marketing 87

The Irrelevant Investor

NOVEMBER 26, 2023

Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. The post Talk Your Book: Strategic Income appeared first on The Irrelevant Investor.

Portfolio Management 73

Portfolio Management Portfolio Management Marketing 73

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 86

Investing Investments Portfolio Management Valuation 86

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

Budgeting 68

Budgeting Investing Investments Banking 68

Million Dollar Round Table (MDRT)

DECEMBER 5, 2023

Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally.

CFP 86

CFP Economics Sales Management 86

The Irrelevant Investor

OCTOBER 22, 2023

Today’s Talk Your Book is brought to you by J.P. The post Talk Your Book: Equities With Guardrails appeared first on The Irrelevant Investor. Morgan Asset Management: See here for more information on JPMorgan Hedged Equity Laddered Overlay ETF and here for JPMorgan Equity Premium Income ETF.

Assets 83

Assets Management Investing Investments 83

The Irrelevant Investor

JANUARY 14, 2024

Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities. The post Talk Your Book: Building Portfolios with AI appeared first on The Irrelevant Investor.

Portfolio 74

Portfolio Financial Advisor 74

The Irrelevant Investor

MARCH 3, 2023

Today’s Talk Your Book is brought to you by Prudential: See here and here for more information on annuities and lifetime income benefits On today’s show, we discuss: How yields have helped income-based strategies Common misconceptions about annuities What annuities make the most sense for retirees When does it make sense to purchase an annuity?

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The Irrelevant Investor

DECEMBER 17, 2023

Today’s Talk Your Book is brought to you by Alternative Fund Advisors: We are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors to discuss the momentum behind private credit. The post Talk Your Book: What is Private Credit? On today’s show, we discuss: What is Private Credit?

Banking 79

Banking Management 79

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.

CFP 81

CFP Financial Advisor Communication 81

A Wealth of Common Sense

MARCH 25, 2024

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China.

Economics 69

Economics Clients Investing Investments 69

A Wealth of Common Sense

MARCH 4, 2024

Today’s Talk Your Book is brought to you by Opto Investments: See here for more information on Optos private market solutions for wealth managers On today’s show, we discuss: How Opto Investments was started Why private markets are not scalable for traditional RIAs How Opto is optimizing for private markets The extraordinary growth of private (..)

Investing 71

Investing Investments Wealth Management Management 71

A Wealth of Common Sense

FEBRUARY 5, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy.

Investing 72

Investing Investments 72

The Irrelevant Investor

MAY 14, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. The post Talk Your Book: Fidelity Digital Assets Mailbag appeared first on The Irrelevant Investor.

Assets 110

Assets Portfolio 110

A Wealth of Common Sense

DECEMBER 24, 2023

But I did manage to finish some books this year. I don’t read nearly as much as I used to. I guess it happens as the kids grow up and have more stuff going on. Podcasts help I suppose.

Management 91

Management 91

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 65

Asset Allocation Portfolio Management Investing Investments 65

A Wealth of Common Sense

NOVEMBER 27, 2023

Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. On today’s show, we discuss: Will rates be higher for longer or has consensus changed?

Portfolio Management 79

Portfolio Management Portfolio Management Marketing 79

The Irrelevant Investor

NOVEMBER 5, 2023

Today’s Talk Your Book is brought to you by the US Benchmark Series: On today’s show, we spoke with Alex Morris, Co-Founder and CIO of the US Benchmark Series by F/m Investments to discuss making bets on interest rates and duration risk. The post Talk Your Book: Betting on Duration appeared first on The Irrelevant Investor.

Investing 77

Investing Investments Marketing Marketing 77

A Wealth of Common Sense

MARCH 18, 2024

Today’s Talk Your Book is presented by Invesco QQQ: On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss everything Nasdaq 100.

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