Laura Carstensen: 'I'm Suggesting We Change the Way We Work'
Our guest on the podcast today is Laura Carstensen. She is professor of psychology at Stanford University, where she is the Fairleigh S. Dickinson Professor in Public Policy and founding director of t...
14 Sep 202153min
Meb Faber: 'To Be a Good Investor, You Have to Be a Good Loser'
Our guest this week is Meb Faber. He is co-founder and chief investment officer of Cambria Investment Management, which manages exchange-traded funds and separate accounts. In addition to his duties a...
7 Sep 20211h 5min
Daniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'
Our guest on the podcast today is psychologist and author Dr. Daniel Crosby. Daniel is the chief behavioral officer at Orion Advisor Solutions. Daniel has written numerous books on behavioral finance,...
31 Aug 202152min
Michael Falk: 'Retirement Planning Can Be Done More Simply'
Our guest on the podcast today is Michael Falk. Falk is a partner at the Focus Consulting Group, where he specializes in helping investment and wealth management firms with investment decision-making,...
24 Aug 202150min
Rick Bookstaber: Avoiding Complexity Is 'Risk 101'
Our guest this week is Rick Bookstaber. Rick is the head of risk of Fabric, a startup he founded to provide risk-management software to individual investors through the financial advisors who serve th...
17 Aug 202152min
Sarah Newcomb: 'I Love Rules of Thumb'
Our guest on the podcast today is Sarah Newcomb, director of behavioral science at Morningstar. In her role she works to integrate the findings of her research into Morningstar financial management ap...
10 Aug 202159min
Martin Lau: Now Is a Better Time to Buy China
Our guest this week is Martin Lau. Martin is a managing partner of FSSA Investment Managers, part of First Sentier Investors. He's been at the firm since 2002 and is the lead fund manager of various F...
3 Aug 202148min
Carl Richards: It Should Be OK to Relax Out Loud
Our guest on the podcast this week is Carl Richards. Carl is a Certified Financial Planner and a Financial Advisor Communication Expert. His new venture is called The Society of Advice, which he descr...
27 Juli 202153min
