Capital Allocators – Inside the Institutional Investment Industry17 Touko 2021

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and a founding member of the Center for Advanced Hindsight. Dan is the author of six books, most of which have the word "Irrationality" in the title and has a weekly column in the The Wall Street Journal called "Ask Ariely." Dan's TED Talks have been downloaded more than 10 million times.

Dan also is a Founding Partner of Irrational Capital, an investment firm that identifies and quantifies the nuanced relationship between companies and their employees, and invests in human capital factors that are linked to long-term stock price performance. Last month, Irrational Capital announced a strategic partnership with Jeff Ubben's ValueAct Capital, a firm that shares their belief in the importance of the impact of corporate culture on long-term enterprise value.

Our conversation starts with Dan's journey studying pain and intuition and turns to applications of his research in the corporate setting. We discuss his research process, measurement of human capital, applying experiments to an investment strategy, employee motivation and compensation schemes as investment factors, and constructing a portfolio of factors based purely on human capital. We close by touching on Dan's projects in government and with start-ups.

Learn More
Discuss show and Read the Transcript
Join Ted's mailing list at CapitalAllocatorsPodcast.com
Write a review on iTunes
Follow Ted on twitter at @tseides
For more episodes go to CapitalAllocatorsPodcast.com/Podcast

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(809)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capit...

27 Heinä 0s

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO An...

20 Heinä 47min

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...

16 Heinä 52min

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Heinä 54min

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here. Editing and po...

10 Heinä 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Heinä 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Kesä 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Kesä 47min