Academic discipline
POPULARITY
For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, we revisit the renting versus buying debate, why this remains a highly controversial topic, the ins and outs of income investing, and understating the fervor of dividend investing. We also unpack FIRE as a branch of self-help; how it informs happiness; and how personality influences one's approach to the FIRE principle. To end, we closely examine Bill Bengen's 4% rule, and the Aftershow encourages us to maintain high podcasting standards while revealing what you can look forward to in our latest Rational Reminder t-shirt release. Key Points From This Episode: (0:01:25) Cameron's positive LinkedIn experience regarding insurance. (0:08:10) How identity informs decision-making. (0:15:24) Why renting versus buying a home remains a controversial topic. (0:27:50) Income investing, covered calls, and the fervor of dividend investing. (0:46:34) FIRE: Financial independence, retire early. (0:54:36) Unpacking FIRE as a branch of self-help, and the role of FIRE in happiness. (1:07:07) How personality and identity inform one's approach to FIRE. (1:10:34) Addressing the 4% rule. (1:14:16) The Aftershow: Setting and keeping high standards, and Rational Reminder t-shirts. Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — https://www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Rational Reminder Merchandise — https://shop.rationalreminder.ca/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 358: Eli Beracha: An Academic Perspective on Renting vs. Owning a Home — https://rationalreminder.ca/podcast/358 Episode 214: Jay Van Bavel: Shared Identities and Decision Making — https://rationalreminder.ca/podcast/214 Episode 260: Prof. James Choi: Practical Finance — https://rationalreminder.ca/podcast/260 Episode 273: Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings — https://rationalreminder.ca/podcast/273 Episode 95: Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom — https://rationalreminder.ca/podcast/95 Episode 258: Prof. Meir Statman: Financial Decisions for Normal People — https://rationalreminder.ca/podcast/258 Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being — https://rationalreminder.ca/podcast/2024/4/18/bonus-episode-prof-meir-statman-a-wealth-of-well-being Episode 230: Prof. Robert Frank: Success, Luck, and Luxury — https://rationalreminder.ca/podcast/230 Episode 135: William Bengen: The 5% Rule for Retirement Spending — https://rationalreminder.ca/podcast/135 Episode 164: Comprehensive Overview: The 4% Rule — https://rationalreminder.ca/podcast/164 Episode 357: AMA #6 — https://rationalreminder.ca/podcast/357 Morgan Housel — https://www.morganhousel.com/ ‘Renting vs. Buying a Home: What People Get Wrong' — https://www.youtube.com/watch?v=j4H9LL7A-nQ MobLand — https://www.imdb.com/title/tt31510819/ Ray Donovan — https://www.imdb.com/title/tt2249007/ Animal Kingdom — https://www.imdb.com/title/tt5574490/ Books From Today's Episode: Rich Dad Poor Dad — https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Self Help, Inc.: Makeover Culture in American Life — https://www.amazon.com/Self-Help-Inc-Makeover-American/dp/0195337263 Papers From Today's Episode: 'Motivated Numeracy and Enlightened Self-Government' - https://www.cambridge.org/core/journals/behavioural-public-policy/article/abs/motivated-numeracy-and-enlightened-selfgovernment/EC9F2410D5562EF10B7A5E2539063806 ‘Nevertheless, They Persist: Cross-country differences in homeownership behavior' — https://www.sciencedirect.com/science/article/abs/pii/S1051137721000590 ‘Rent or Buy? Inflation Experiences and Homeownership within and across Countries' — https://www.researchgate.net/publication/379974645_Rent_or_Buy_Inflation_Experiences_and_Homeownership_within_and_across_Countries ‘Dividend Policy, Growth, and the Valuation of Shares' — https://www.researchgate.net/publication/24102112_Dividend_Policy_Growth_and_the_Valuation_Of_Shares ‘Chapter 3 - Behavioral Household Finance*' — https://www.sciencedirect.com/science/article/abs/pii/S2352239918300046 ‘Common Risk Factors in the Returns on Stocks and Bonds' — https://www.sciencedirect.com/science/article/abs/pii/0304405X93900235 ‘The Dividend Disconnect' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2876373 ‘A Devil's Bargain: When Generating Income Undermines Investment Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4580048 ‘The Financialization of Anti-Capitalism? The Case of the “Financial Independence Retire Early” Community' — https://www.tandfonline.com/doi/full/10.1080/17530350.2021.1891951 ‘High Income Improves Evaluation of Life But Not Emotional Well-Being' — https://www.pnas.org/doi/10.1073/pnas.1011492107 ‘Income And Emotional Well-Being: A Conflict Resolved' — https://www.pnas.org/doi/10.1073/pnas.2208661120
In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to your list!Here are some of our favourites if you want to add to your list!
With elevated market volatility, this week's podcast focuses on how investors can retain perspective despite the challenging environment. Listen in as Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss how markets can magnify behavioural biases and why it's important for investors not to make any knee-jerk decisions.
Understanding Behavioral Finance with Lisa Kramer: From Seasonal Affective Disorder to OverconfidenceIn this episode of Barenaked Money, host Colin White from Verecan Capital Management interview Lisa Kramer, the inaugural Verecan Chair in Behavioural Finance at the University of Toronto. They discuss the importance of behavioural finance, which integrates psychology into economic and financial contexts to understand decision-making processes. Key topics include the impact of sunlight on financial risk preferences, the differences between behavioural economics and behavioural finance, and practical advice for mitigating the effects of seasonal mood changes on investment decisions. Lisa also shares her research on the broader implications of overconfidence in trading. The episode emphasizes the need for awareness and informed decision-making in personal finance.00:00 Introduction to Barenaked Money00:16 Special Guest: Lisa Kramer00:50 Behavioural Finance and Its Importance02:49 Behavioural Finance vs. Behavioural Economics05:35 Seasonal Effects on Financial Decisions10:42 Strategies to Mitigate Behavioural Biases21:47 Financial Decision Making32:42 Conclusion and Final Thoughts
How can investors navigate current market volatility? Alex Joshi, Head of Behavioural Finance, discusses the importance of a long-term perspective, and shares some insights on keeping a cool head during market turmoil. Host Julien Lafargue covers US inflation, tariffs and interest rate expectations.
This is episode 75! And I'm thrilled to introduce my guest today. He is a true pioneer in the field of behavioural finance, Dr. Greg Davies. Greg is the Head of Behavioural Finance at Oxford Risk and has spent his career shaping how we understand investor psychology, financial decision-making, and the emotional complexities that come with managing money—especially in retirement. In this episode, we'll explore the behavioural traps that retirees often fall into, how to build financial resilience, and why understanding your own psychology is just as important as having a well-structured portfolio. Throughout our conversation, Greg and I explore the multifaceted aspects of retirement planning, emphasizing the importance of guaranteed income and its psychological benefits. We discuss how behavioural finance plays a crucial role in spending habits during retirement, the impact of inflation on purchasing power, and the distinction between risk and volatility in investment strategies. We also touch on future trends in retirement planning, particularly the potential need for and benefits of health insurance and a shift in focus from bequest to spending during retirement. Key Takeaways Greg Davis shares his journey from economics to behavioral finance. Behavioral finance combines psychology, economics, and finance. The importance of practical applications of behavioral science in finance. People often make poor financial decisions due to cognitive biases. Simplifying complex financial concepts is crucial for better decision-making. Emotional comfort plays a significant role in financial decisions. Retirement planning today is more complex than in previous generations. Technology can help simplify financial decision-making processes. Understanding personal values is essential for effective retirement planning. The removal of guaranteed income streams complicates retirement planning. Financial advisors often overlook the emotional aspects of retirement planning. Guaranteed income can alleviate fears of running out of money. Behavioral finance significantly influences spending habits in retirement. People with guaranteed income tend to spend more comfortably. Inflation poses a significant risk to retirement savings. Understanding the difference between risk and volatility is crucial for investors. Many retirees are too conservative with their investment strategies. Health insurance will become increasingly important in retirement planning. The focus of retirement planning is shifting from bequest to spending. Planning for retirement should consider both financial and emotional factors. Chapters 00:00 - Introduction to Greg Davis and His Journey 01:22 - The Intersection of Behavioral Science and Finance 05:45 - Building a Behavioral Finance Team at Barclays 10:53 - Understanding Behavioral Challenges in Retirement 21:57 - Navigating Retirement in a Complex World 29:50 - The Emotional and Financial Aspects of Retirement Planning 32:04 - The Role of Guaranteed Income in Retirement 36:16 - Behavioral Benefits of Guaranteed Income 40:05 - Real-Life Impacts of Guaranteed Income 44:23 - Inflation and Its Impact on Retirement Planning 48:37 - Understanding Risk vs. Volatility in Investments 57:27 - Future Trends in Retirement Planning Books & Authours Mentioned Nudge by Richard Thaler Misbeahving by Richard Thaler Thinking, Fast and Slow By Daniel Kahneman Research & Papers Referenced "A License to Spend" by David Blanchett, Michael Finke, and Wade Pfau The Jam Study (Choice Overload Study) by Shenna Lyengar and Mark Lepper Other Things to Note Oxford Risk Connect with Greg on LinkedIn Humans vs Retirement The Super Sunday Retirement Roundup Newsletter The Skill of Spending Money in Retirement Whitepaper The Humans vs Retirement Sketchstore Book in a Time For us to Chat About Your Retirement
The post FTS Trading Lessons – Lesson 12 – Biases & Behavioural Finance appeared first on FTS Income.
Tune in as Alex Joshi, our Head of Behavioural Finance, examines New Year's resolutions for investors. Topics include navigating market uncertainty through loss aversion and keeping a cool head during periods of volatility, including the Trump inauguration in the US. Meanwhile, host Julien Lafargue covers positive inflation data, the outlook for the Chinese economy, solid earnings from US banks and interest rate expectations in the major regions.
Episode 116 - Behavioural Finance with Greg Davies In today's show, we have another fascinating conversation with Greg Davies, as he comes back to chat with us for a third time! Greg dives into the concept of behavioural vulnerabilities and the importance of anxiety-reducing returns when making money choices. He also shares insights on how [...]
In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, is joined by Owen Rask, Chief Investment Officer of Rask, to talk about the 10 common behavioural finance mistakes people making for retirement planning. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: - Immediacy and recency bias - Loss aversion bias - Familiarity Bias - Anchoring - And many more James will be back next week to finish off episodes 1 thru 10 with Drew Meredith. ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
In this week's podcast, Alex Joshi, our Head of Behavioural Finance, discusses the geopolitical factors currently influencing investment decision-making, with a particular focus on the UK Budget and US election. Key topics include the behavioural biases that can impact portfolio positioning and the effect of political news headlines. As podcast host, Julien Lafargue also ponders the latest meeting notes from the US Federal Reserve, the opening of the corporate earnings season and US inflation.
How personal experiences change your perception of stock returns. The people you surround yourself with shape your risk profile, crucially your spouse. Learn about the phenomenon known as the 'disposition effect' and how it influences stock returns.Constantinos Antoniou is an Associate Professor of Finance and Behavioural Science at Warwick Business School. Professor Antoniou focuses his research on behavioural finance addressing corporate decisions and empirical asset pricing.Music credit: David Cutter Music / @dcuttermusic Hosted on Acast. See acast.com/privacy for more information.
Are you sabotaging your own investments? A look at Behavioural Finance! The Canadian M&A Market is hot! A look at the recent merger of A&W Revenue Royalties Income Fund (AW.UN) and A&W services, should you tender or HOLD? Atlas Engineered Products (AEP:TSXV) has surged in price! Is the surge justified? Covered Call ETFs are soaring in popularity, are they worth investing in?
We dive into behavioural finance, exploring five common financial biases: anchoring, loss aversion, overconfidence, framing, and recency. We break down how these biases can impact your investing decisions and daily life, offering practical tips to recognise and avoid them.This episode is proudly sponsored by Partners Life. For more money tips follow us on: Facebook Instagram LinkedIn TikTok YouTube The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
The Rebel Capitalist helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. ✅Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro ✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com
Tune in as Alex Joshi, our Head of Behavioural Finance, examines the importance of maintaining long-term investment horizons during periods of short-term volatility. Meanwhile, host Julien Lafargue explores US inflation, the health of the Chinese economy and upcoming data releases from the AI sector.
Saving money is becoming increasingly hard. But spending is constantly on the rise. So how can we change our habits to have more money in the bank every month?In today's episode, Ziba and Raphy discover how retail environments are designed to part us from our hard earned money and talk about what psychology we can use to save more effectively. We take a deep dive into the world of consumer behaviour with Greg Davies, expert in applied behavioural finance and decision science, and Head of Behavioural Finance at Oxford Risk. We then listen in as Raphy sets two volunteers a challenge to shop for a Sunday lunch, one of them prepped with psychology and the other left to the mercy of subliminal messaging. How to Hack the Brain is brought to you by Cowry Consulting, part of the VCCP Group, an award-winning, global, tech-enabled behavioural science consultancy.Learn More at www.cowryconsulting.com Follow Ziba Goddard on LinkedInFollow Raphy March on LinkedinFollow Greg Davies on LinkedinThis episode was produced by Frankie Taylor, Rowan Bishop and Richard Willan.If you want to create a chart-topping podcast for your business or brand? Contact info@flamingo-media.co.uk to make it happen.
What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, delves into the emotional biases that could impact investment decision-making when markets remain buoyant despite a predicted economic slowdown. Meanwhile, host Henk Potts examines crude oil prices, US inflation and the latest announcement from the European Central Bank, amongst other things.
Investors spend too much time trying to predict the future, using history as their guide. Instead, they should focus on what is actually happening in the world, and think differently about portfolio construction. Much of current economic and markets thinking is rooted in the post-Global Financial Crisis era. Practitioners need to let go of that history and instead embrace the fact that four trends – weak population growth, deglobalisation, the end of "free money", and the decoupling of asset prices from economies – are fundamentally changing the long-term outlook for markets. - Wayne Fitzgibbon, CAS Market Insights on Portfolio Construction Forum
WISSEN SCHAFFT GELD - Aktien und Geldanlage. Wie Märkte und Finanzen wirklich funktionieren.
Es sind „turbulente“ Zeiten für Investoren. Technologiewerte haussieren, die Zinswende durch die Notenbanken sorgt für Hoffnung aber auch für Unsicherheit, ein Wahlja, etwa in den USA steht vor der Tür und die Künstliche Intelligenz wird große technologische Umwälzungen zur Folge haben. TiAM FundResearch TV hatte dazu acht führende Fondshäuser befragt, die Hintergrundanalysen und Investmentideen präsentieren. Viel Spaß beim Hören,Dein Matthias Krapp(Transkript dieser Folge weiter unten)
This episode is also available as a blog post: https://learnfinance101.com/2023/10/08/biases-and-behavioural-finance/
As we approach 2024, we turn our attention to the psychological biases that could impact investment decision-making in the year ahead. Join Alex Joshi, our Head of Behavioural Finance, as he examines key insights from our recently released ‘Outlook 2024' report and the potential risks on the horizon over the next 12 months. He also offers practical steps for maintaining a psychological edge when investing feels uncomfortable. While host Julien Lafargue also considers the latest US employment data, upcoming central bank decisions and US inflation.
This week, Kelly Shue, Professor of Finance at Yale School of Management, joins the podcast. Earlier this year, Professor Shue and her co-author, Professor Samuel M. Hartzmark, published “Counterproductive Sustainable Investing: The Impact Elasticity of Brown and Green Firms.” Their research paper concludes that the sustainable investing practice of divesting high-emitting companies (referred to as “brown” firms) in favor of low-emitting companies (referred to as “green” firms) is counterproductive to reducing greenhouse gas emissions.Here are some of the questions that Peter and Jackie ask Professor Shue: Why did you conclude that the sustainable investing practice of divesting away from high-carbon companies towards low-carbon ones is counterproductive? What are some examples of “brown” and “green” companies? What are the shortcomings of measuring the percentage GHG emission reduction of a company, as opposed to absolute reductions? Were you surprised to learn that oil, gas, and energy-producing firms are key innovators in the United States' green patent landscape? What are your thoughts on the anti-ESG movement, where some US states are asking their pension funds to divest ESG-orientated companies? Do you think institutional investors, who have made hard goals around reducing their financed emissions, should consider changing these goals? What are the shortcomings in using the company-level ESG ratings provided by firms such as Sustainalytics, MSCI, and Bloomberg to identify green companies?Other content referenced in this podcast:- Counterproductive Sustainable Investing: The Impact Elasticity of Brown and Green Firms (2023) - The ESG-Innovation Disconnect: Evidence from Green Patenting (2021) - Yale Insights: Green Investing Could Push Polluters to Emit More Greenhouse Gases (2023) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple Podcasts Google Podcasts Amazon Music Spotify
Africa Melane is in conversation with Sean Kelly, director at Paragon Wealth Managers – discussing “behavioural finance” and they role that our emotions play when it comes to investing and saving.See omnystudio.com/listener for privacy information.
Dive into the dynamic world of investing with the FIRE Mastery Podcast, where we explore the evolution from relying on exclusive information to mastering behavioural finance for investment success. Join us as we dissect the transformation of the Indian stock market and decode the significance of behaviour over data. Learn from historical examples like Harshad Mehta's informational play to Rakesh Jhunjhunwala's behavioral prowess. Discover practical tips to develop a behavioural edge, from self-awareness to continuous learning. Whether you're a seasoned investor or new to the stock market, this episode will equip you with the insights to navigate the financial landscape with confidence. Tune in for a blend of history, psychology, and actionable strategies to elevate your investing game.
In this week's podcast, we reflect on the latest developments in global markets, as inflation and interest rate speculation dominate the headlines. Joining host Julien Lafargue, our Chief Market Strategist, is Alex Joshi, our Head of Behavioural Finance. Tune in as he explores the emotional comfort that some people find in holding cash, as well as the potential lost opportunities that arise as a result.
Today's episode is an exhilarating journey into the captivating realms of finance and human behaviour with Professor Samuel Hartzmark, who takes centre stage to explore the complex intersection of asset pricing and behavioural finance. Professor Hartzmark's career and academic journey are nothing short of inspiring. With a double major in mathematics and economics, a prestigious MBA from the University of Chicago Booth School of Business, and a Ph.D. from the University of Southern California's Marshall School of Business, he has paved a remarkable path through the world of academia. Our conversation takes a deep dive into his groundbreaking research, where he dissects complex financial topics with astonishing clarity. We delve into some of his most-cited papers, including those on dividends and sustainable investing, which consistently reveal counterintuitive conclusions that challenge conventional wisdom. We unpack price-only index returns, dividend juicing, price-only data, the value of sustainability rankings, and the power of capital to make the world a better place. And don't miss our exploration of multi-factor asset pricing, where Samuel's unique perspective sheds new light on these models in the context of human behaviour. This episode promises an enlightening and engaging conversation that investors and finance enthusiasts alike won't want to miss! Key Points From This Episode: (0:03:48) Morningstar's sustainability rating system and its impact on the flow of mutual funds. (0:07:35) Choosing sustainability ratings over other metrics and how they motivate investors. (0:16:24) What drives the behaviour of mutual fund investors toward green firms. (0:18:17) Unpacking the concept of sustainable investing and how impact elasticity is relevant. (0:23:15) Insights into the impact elasticity differences between brown and green firms. (0:26:40) The divestment of brown firms and ESG integration. (0:28:58) Unlocking the power of investor capital to shift toward a green economy. (0:32:57) Price returns versus dividend returns from a behavioural finance perspective. (0:39:05) Whether dividends are a safe hedge in a volatile market. (0:44:26) Reasons behind the demand for dividends and how it impacts expected returns. (0:47:55) Ways mutual funds exploit the preferences of dividend investors. (0:50:52) Dividend juicing and the overall cost to investors. (0:53:21) Advice and recommendations for dividend-loving investors. (0:54:53) Diving into data preferences: unveiling the prevalence of price-only index usage. (0:58:09) How price-only data reliance affects media coverage of the market and fund flows. (1:02:17) Investor expectations regarding price-only index funds and how to avoid the pitfalls. (1:05:23) Varied asset returns and understanding people's asset allocation motivations. (1:10:54) What survey results tell us about asset pricing. (1:13:12) Examining implications of portfolio tilting towards priced risk. (1:18:56) Professor Hartzmark's version of success and happiness. Participate in our Community Discussion about this Episode: https://community.rationalreminder.ca/t/episode-273-professor-samuel-hartzmark-asset-pricing-behavioural-finance-and-sustainability-rankings-discussion-thread/25457 Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on X — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on X — https://twitter.com/benjaminwfelix Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on X - https://twitter.com/MarkMcGrathCFP Mark McGrath on LinkedIn - https://www.linkedin.com/in/markmcgrathcfp/ Professor Samuel Hartzmark — https://www.samhartzmark.com/ Professor Samuel Hartzmark Email — samuel.hartzmark@bc.edu Professor Samuel Hartzmark on X — https://twitter.com/SamHartzmark Professor Samuel Hartzmark on LinkedIn — https://www.linkedin.com/in/sam-hartzmark-b21bb127/ Professor Samuel Hartzmark on Google Scholar — https://scholar.google.com/citations Boston College — https://www.bc.edu/ Morningstar — https://www.morningstar.com/ Sustainalytics — https://www.sustainalytics.com/ Episode 192: Professor Alex Edmans — https://rationalreminder.ca/podcast/192 ‘Counterproductive Sustainable Investing: The Impact Elasticity of Brown and Green Firms' — https://dx.doi.org/10.2139/ssrn.4359282 ‘Do Investors Value Sustainability? A Natural Experiment Examining Ranking and Fund Flows' — https://dx.doi.org/10.2139/ssrn.3016092 Travelers Insurance — https://www.travelers.com/ ‘Reconsidering Returns' — https://dx.doi.org/10.2139/ssrn.3039507 ‘A New Test Of Risk Factor Relevance' — https://dx.doi.org/10.2139/ssrn.3487624
Get ready for an enlightening journey into the world of behavioral finance with our special guest, Dr. Daniel Crosby. Not only is he a psychologist, but he's also a recognized expert in behavioral finance and the author of the incredible book, "The Laws of Wealth". Through his insightful lens, we'll discuss the complexity of human behaviour when it comes to money, our misconceptions about wealth and happiness, and how we can build a rules based portfolio that lets our own laziness work in our favour.Lots of fun topics in this episode and a true pleasure to hear from Dr. Crosby who makes these topics easy to understand and applicable to every day life.**Note: The draw for a copy of The Laws of Wealth has been completed--Just starting your financial journey? Learn all the critical things you need to make better money decisions as a Canadian with the Financial Foundations Course. Get Instant Access HereConnect With EvanFind Your Perfect Financial Fit - Work With Evan Neufeld
Unravel the mysteries of behavioural finance to help you craft a winning investment portfolio We're diving deep into the world of biases that influence our financial decisions. Get ready to gain insights on how to overcome these biases and build a solid investment strategy that stands the test of time. Loss aversion Bias Herd mentality bias Overconfidence bias Anchoring bias And how these can impact your investment decisions Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
Would you rather enjoy today or secure tomorrow? Dr Daniel Crosby is a well-known psychologist and behavioural finance expert who has written several books on the subject. Today's episode covers a wide range of topics, from the latest developments in behavioural finance to practical steps people can take to improve their financial decision-making.
Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and the concept of loss aversion.Full episode available at: https://www.sharesforbeginners.com/blog/subedarPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That's a saving of over 25%. There's no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
Summary In this episode of the Humans vs Retirement podcast, I have a great conversation with Dr Thomas Mather, Head of the Centre for Behavioural Research for Aegon UK, about the emotional and behavioural challenges retirees face. Tom shares his expertise and research into the specifics around connecting and empathising with your future self and how we must challenge the narrative that retirement is the natural last phase of life. Dan & Tom discuss the importance of research in understanding these challenges and strategies to help individuals live a happy, healthy & wealthy retirement. What You'll Learn The listener will learn about: The emotional and behavioural challenges of retirement. How to make confident and informed decisions about retirement planning. The importance of connecting with and empathising with one's future self. Having a strong and meaningful connection to the future. Spending money on things that bring joy and purpose. The societal expectation of retirement as the natural last phase of life. Encouraging a more open and adaptable approach to aging. The importance of self-knowledge and having a flexible mindset and playbook to adapt to unforeseen risks in retirement planning. About My Guest Tom heads up the Centre for Behavioural Research, at Aegon UK, a small team of behavioural scientists and psychologists who work in the space where Behavioural Finance and Financial Wellbeing meet. He has a PhD in Social Anthropology from Berlin and later completed further training in Behavioural Economics at LSE. He lives in Edinburgh with my wife and 6-year-old twins (who're non identical twins and hence useless for experimental purposes). Find out more at www.humansvsretirement.com
Our guest on Episode 11 is Krystle McGilvery Krystle McGilvery is the award-winning Founder of Mind Over Money, a finance training and education consultancy, a Behavioural Finance specialist, Podcaster, Mentor and Coach. She combines finance and psychology to improve financial decision-making, confidence, and wellbeing. Krystle has worked with the likes of Equifax, Moonpig, and AllBright, appeared on ITV, featured in several papers such as the Telegraph, on Refinery29, and on BBC Radio. Krystle is also the Board Director of several charities, a Chartered Accountant, and Mental Health First Aider. She joins Catherine to courageously shine a light on what is very much the beginning of her autistic late discovery. Get in touch with Krystle Go to Mind Over Money Follow Krystle on Instagram 3 ways you can support the podcast and the work we do... Become a member. Buy us a coffee. Rate & review the show A BIG shoutout to our Community Champions who are supporting the work we do: Helen Hillman The Late Discovered Club is hosted by Catherine Asta and edited by Caty Ava - visit our website Contact Catherine Asta Music by Allora Follow us on Instagram: Catherine Asta The Late Discovered Club
Join Professor of Psychology and Behavioral Economics, Dan Ariely as he gives his thoughts and advice on investing in a volatile market.Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Join Professor of Psychology and Behavioral Economics, Dan Ariely as he gives his thoughts and advice on investing in a volatile market.Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
In this week's Talking Wealth Podcast, Dale and Janine discuss behavioural finance and how it relates to those wanting to successfully trade the stock market. They investigate several investment strategies and delve into what makes the biases of certain individuals profit while others lose and how that affects each trader.
215 - Shortcutting to financial success and maximising your potential through trading, behavioural finance and business psychology (Ft. Louise Bedford) READY TO WORK WITH ME? Fill out this form and schedule a call to chat: JOIN NOW Are you ready to go big as a spiritual entrepreneur? Join me in my Aligned Coaches Academy so you can get clear about your vision, create a roadmap for your career and lay a strong foundation for massive abundance in your business. JOIN THE BUSINESS BUILDER HUB NOW WITH 50% OFF YOUR FIRST MONTH: JOIN NOW EPISODE DESCRIPTION: Louise Bedford is a best-selling author of five books on the stock market. She is one of Australia's most compelling speakers on the sharemarket, has been trading the markets since 1990, and trained thousands of people to maximise their own trading potential. She is a behavioural finance expert and has degrees in Psychology and Business, and she can help you shortcut your way to success. In this episode, we cover: The Imposter Complex – How to Beat The Nagging Voice of Doubt Threatening to Sabotage You. Overcoming Adversity – How I Traded With a Pen in My Mouth For Years, After Losing The Use of My Arms. Beware of Decision Fatigue – How to Keep Your Energy at an All-Time High and Achieve Exceptional Results. Why Performance Pressure Will Squash Your Results. READY TO WORK WITH ME? Fill out this form and schedule a call to chat: APPLY HERE Has the podcast been helpful for you? Screenshot this episode, add it to your Instagram and tag me @empowerwithem. This helps spread the word of this podcast to other people like you, who are ready to take massive, aligned action into becoming their most empowered self. If you haven't done so already, follow the podcast so you don't miss out on any new episodes. Follow now! JOIN THE BUSINESS BUILDER HUB NOW WITH 50% OFF YOUR FIRST MONTH: JOIN NOW More Empower With Em Resources: Connect with me on Instagram | Empower With Em Podcast Instagram | Join our Podcast Facebook Community | Join our Free Build Your Business Community
Paul Craven | Behavioural Economics Expert | Speaker BIO: Paul Craven aims to promote Behavioural Economics in business, believing that a better understanding of psychology – how real people make real decisions in the real world – provides a strong competitive advantage to those firms and individuals who embrace it. Paul has over 30 years of experience in the investment industry and is a well-known industry public speaker on Behavioural Economics, as well as giving keynote talks including at TEDx, and offers private consultancy and decision-making workshops. Highlights: Why everyone makes poor financial decisions How and why people make financial decisions based on evolutionary bias Learn how we can recognize our cognitive bias that may be negatively impacting our financial lives How using stoicism helps us examine our finite time in life Learn how to make meaningful financial decisions that align with your values Lessons from Aristotle on embracing behavioural finances and living a good life Links: Paul's Website: CLICK HERE Twitter: @CravenPartners
Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and the concept of loss aversion.Full episode available at: https://www.sharesforbeginners.com/blog/subedarPlease consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
Founder & PM of Cadence Capital, Karl Siegling, talking to James Whelan on the future of energy, longs and shorts in the market, how high interest rates can go, silver and much much more. James & Red Leaf Securities' John Athanasiou with a market wrap at the top for all the intel you'll need.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
Craig Hill joins Dee Ludlow on The 5am Club Podcast.Craig has really gone through an exit of his Bio Tech company to Private Equity and has also been trading the financial markets for 25+ years. 0:50 What is behavioural finance 2:31 How does it affect investors 6:00 2008 financial crisis and investors behaviours 8:28 Confirmation bias 11:42 Reticular activating system 13:20 Self serving bias 14:17 Loss aversion 17:40 Asch conformity test, herd mentality 21:52 Rat park theory, environment 23:30 Asset bubbles 30:48 Gamification Don't forget to watch part 2 _________________________________And if you want to work ONE to ONE with me and transform your life financially & mentally: www.deeludlow.com ABOUT OUR CHANNELOur channel is about optimising cash flow & performance. We make the journey as stress free and smooth as possible but I cutting out all of the gimmicks that the personal finance/ mindset industry preach which do not work.Don't forget to subscribe!FIND US ATwww.jointhe5amclub.co.uk www.deeludlow.com FOLLOW US ON SOCIALGet updates or reach out to Get updates on our Social Media Profiles!Instagram: dee_ludlowTikTok : dee_ludlow Apple/Spotify: The 5am Club Podcast
The world of behavioural analysis has shifted significantly since its origins in the 1970s and 1980s. Discussing its evolution, Rick Di Mascio, Chief Executive of Inalytics - the firm which has compiled the largest private database of institutional investor transactions globally in order to identify investment skill – examined some of the reasons behind the growth of behavioural analysis and discussed how approaches are changing.
In this episode of the [i3] Podcast, we speak with Simon Russell, Founder and Director of Behavioural Finance Australia, about his new book: ‘Behavioural Finance: A Guide for Listed Equities Teams'. We talk about how institutional investors are not immune to biases, even if they are aware of them. The application of behavioural finance to selling discipline and the relationship between intelligence and these biases. Enjoy the Show! Overview of Podcast with Simon Russell: 01:00 How this the new book come about? 04:00 Biases are not just the domain of retail investors 04:50 Regression to the mean 07:00 Retail investors usually don't have their own earnings forecast models and so are not susceptible to biases around regression to the mean in that context 08:00 Awareness of biases is rarely sufficient, but it is a good starting point 11:30 Issues around selling decisions 13:00 There is a bias towards seeing sell decisions as the result of an investment mistake 15:00 On overconfidence and uncertainty; we actually know much less than we think we do 19:00 Biases are not always the main culprit of poor decisions. Often it is just about noise. 20:00 Precommitment strategies in case of losses 25:00 Confirmation biases; they are hard to deal with because they are subconscious. 31:00 Often we are told to take the emotion out of investment decisions, but Antonio Damasio shows in his book ‘Descartes' Error' that without emotions people are completely indecisive 32:00 Can we ever rely on gut instinct? 35:00 Can fostering a certain corporate culture mitigate the worst effects of behavioural biases, for example Ray Dalio and his philosophy of radical transparency? Yes, culture is important. 40:00 IQ and behavioural biases: can we outsmart them? 42:00 Cognitive reflective test 44:00 Checklists can come in handy. They are not there to teach you how to do things, but to remind you of things you might forget. 45:00 Next book might be on unlisted asset investors Check out Simon Russell's new book, ‘Behavioural Finance: A Guide for Listed Equities Teams, here: https://www.amazon.com.au/Behavioural-Finance-guide-listed-equities/dp/0994610254/
How can Behavioural Science help us better manage our financial affairs? Why should we still invest in oil companies if we believe in green energy? What does how we taste wine tell us about human decision-making?All of these questions, and a lot more, are answered on this episode of the Human Risk podcast, where I'm joined by my guest Behavioural Finance expert Dr Greg Davies.Greg has been on the show before. You'll find that episode which he recorded together with Stuart Tootal, here: https://www.humanriskpodcast.com/stuart-tootal-greg-davies/He works for Oxford Risk, a fintech that, in their words, ‘empowers financial institutions to provide hyper-personalised advice to their clients, for today and for a lifetime of financial decisions'. In our discussion, we explore three topics: 1. The challenges of making sound financial decisions and how an understanding of Behavioural Science can deliver better outcomes. Because, as Great explains, we're not naturally good at making the best financial decisions for the longer term. Greg also shares some fascinating insights about how a combination of machines making diagnoses and humans prescribing solutions can lead to optimal outcomes. 2. Sustainability - Greg explains why counter-intuitively, we should continue to invest in fossil-fuel businesses and why promoting sustainable investments solely based on the returns they generate is missing an opportunity. 3. Finally, we talk about Behavioural Winetasting and why the way in which we taste wine can help us to understand flaws in human decision-making.It's an eclectic mix, but as you'll hear, they've all got one thing in common — they're things Greg can talk insightfully and passionately about. To find out more about: - Greg, see his LinkedIn and Twitter profiles: https://www.linkedin.com/in/gregbdavies/ and https://twitter.com/GregBDavies - Oxford Risk see their website: https://www.oxfordrisk.com/ - Behavioural Winetasting: https://www.johndownes.com/behavioral-wine-tastingDuring our discussion, we also refer to other episodes of the podcast: - Professor Olivier Sibony on 'Noise' - https://www.humanriskpodcast.com/professor-olivier-sibony-on-noise/ - Nicole Ludvik-Smith on 'Skydiving & Stunts' - https://www.humanriskpodcast.com/nicole-smith-ludvik-on-skydiving-stunts/
Schroders Global Investor Study, which surveyed more than 23,000 investors in 33 locations around the world, found 60% of respondents agreed they feel empowered to influence corporate behaviour. Sheila Nicoll, Head of Public Policy, and Stuart Podmore, an Investment Propositions Director and Behavioural Finance expert, discuss what it means to be an “empowered investor” and what investors might do with their power? RUNNING ORDER: 01:30 - Part one: What it means to be an empowered investor 08:41 - Part two: What can investors do with that power? 14:51 - Part three: What can we do to harness the power? NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Today's conversation is with Dr. Daniel Crosby. Daniel is a psychologist, behavioural finance expert and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is the author of The Behavioural Investor, co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioural Finance and Investment Management, and the Chief Behavioural Office at Orion Advisors Solutions. This conversation was exciting to have because Daniel is at forefront of behavioralising finance. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and in the "Top 40 Under 40" by Investment News. Daniel is perfectly positioned to explain so many big topics, emotions, feelings and trends when it comes to our relationship with money. Expect to learn what behavioural finance is, if money can buy happiness, just what was going on with the Reddit stock picking drama in recent years, the role of hedonic adaptation in our spending, and much more. I also aspect Daniel about his own approach and how he navigates the psychological pitfalls that humans can fall into as investors. In terms of understanding why you behave the way you do with money, this episode cannot be beaten. I hope you get the opportunity to absorb this information and education before considering your own plans. As ever with conversations like this, it should not be construed as financial advice for your personal circumstances and instead viewed as education. Today's podcast is supported and sponsored by Clean Foods Meal Prep. Anyone keeping a close eye on my Instagram will know I've been eating prepped meals from Clean Foods since the end of March. The removal of over 90 minutes of cooking and meal prep each week has been a big win for me, while the meals are tastier and more varied ingredients than I would manage cooking them myself. And the meals are cooked fresh each Saturday and midweek in Glasgow before being delivered across the UK. Visit https://cleanfoodsmealprep.com today and use CAMBRO to save 15% on your order. Order before 2pm on Saturday for Monday delivery or 2pm on Tuesday for Thursday delivery Connect with Daniel: LinkedIn - https://www.linkedin.com/in/danielcrosby/ Podcast - https://podcasts.apple.com/gb/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146 Connect with Col: Instagram: https://www.instagram.com/col.cambro/ Email List - https://mailchi.mp/548e38ba5942/colincambro Support me: MyProtein and MPCOL for 37% off - http://bit.ly/MyProteinCol
Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Investors who are prone to behavioural biases will take risks they don't acknowledge and experience outcomes they did not anticipate.Zaffar Subedar has over 15 years of experience in the financial services industry and academia. He's currently with eInvest where he works with advisers and researchers. In his spare time, Zaffar enjoys furthering his knowledge of behavioural finance (his PHD subject area).Read the blog post and transcription here: https://www.sharesforbeginners.com/blog/subedarFor more information about Zaff go to: https://einvest.com.au/bf/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.
Our guest today is Luis García Álvarez. Luis is an Equity Portfolio Manager at MAPFRE Asset Management. MAPFRE is the world's largest Spanish insurance company and the second largest insurance group in Latin America. Luis has recently received the 'Fund Manager of the Year' award at the Third Edition of the RankiaPro Awards. The economic-financial publication has recognized Luis as "anticipating volatility and creating a portfolio consistent with the long-term view" in an adverse context in financial markets such as that experienced since March 2020. Luis is also the Co-Director and Professor at the Executive Program in Value Investing and Behavioural Finance at ICADE Business School. Since 2013 Luis is a CFA Charterholder. Luis also has co-authored several papers on the field of finance which he has presented at the University of Warsaw, University of Munich, Humboldt University of Berlin, the European Central Bank and the Spanish Finance Association. Before joining MAPFRE, Luis worked at Banco Santander as a Market Risk Analyst and also at BBVA as an Equity Research Analyst. Luis holds a Bachelor's degree in Economics from the Francisco de Vitoria University, a Master's degree in Economics and Finance from CEMFI and the Value Investing Diploma awarded by the Ben Graham Chair at the Richard Ivey School of Business. In this episode Luis explains to us what Value Investing, Behavioural Finance, and Investing in sports have to do with each other. Luis talks about combining the Value Investing approach with knowledge from Behavioural Finance and how that helps him invest into European Football (Soccer) clubs. He explains his investing approach, idea creation, systems to keep his own emotions in check while gauging the emotions of greed and fear in the market to make successful investments. We deep dive into the financial side of European football and sports in general.
Dr Tracey West has a strong background in household finance, with several publications on household wealth, financial literacy, financial socialisation and financial planning issues, including a PhD thesis completed in 2016. Recent work has been published in Economic Notes, Financial Counselling and Planning, Financial Planning Research Journal, Journal of Family and Economic Issues, JASSA, the Consumer Interests Annual. This work contributes to knowledge on consumer behaviour, informing curriculum development and guidance for educators and policymakers. She currently teaches Behavioural Finance and Wealth Management at Griffith University, Australia. Connect with Tracey here: My social media/best contact details are: Griffith: https://experts.griffith.edu.au/9642-tracey-west Email: t.west@griffith.edu.au LinkedIn: https://www.linkedin.com/in/tracey-west-phd-13840277 Twitter: @tracey_west4 Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. See omnystudio.com/listener for privacy information.
On todays podcast I am happy to be hosting Dr Constantinos Antoniou, Associate Professor of Finance and Investing at Warwick Business School. On the podcast we talked about why behavioural science and finance are important to research, the impact QE has on investors behaviour and the future of finance.After completing his undergraduate in Economics at Nottingham University, Costas completed a Masters and PhD in Financial Economics at the University of Durham. Costas is now an Associate Professor of Finance and Behavioural Science at Warwick Business School, U.K, teaching modules in Investment Management, Behavioural Finance and The Psychology of Investing and Financial Decision Making. Costas is primarily interested in behavioural finance, studying the ways that the behaviour of different market participants deviates from "rational" benchmarks, and the consequences of these deviations for financial markets.Costas Antoniou: Website - https://sites.google.com/site/constantinosantoniou23/Linkedin - https://www.linkedin.com/in/constantinos-antoniou-b626093a/WBS - https://www.wbs.ac.uk/about/person/constantinos-antoniouEmail - Constantinos.Antoniou@wbs.ac.ukWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas