Tune in to hear:

• What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events?
• What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making?
• How do the emotional states of euphoria and despair effect our risk tolerance? Do these emotions also effect how much we are willing to pay or sell an asset for also?
• What are somatic markers and how do they influence our decision making process?
• What can we learn from “circular techniques” in martial arts?
• What is the “Save More Tomorrow” Campaign and how does it exploit our status quo bias for good?
• How can goals based investing create more emotional buy in to your portfolio?

Links

• The Soul of Wealth

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 2339-OAS-9/12/2024

Tune in to hear:

• From Michael’s vantage point, what did he observe during this recent market downturn?
• How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
• How can we better inoculate people against volatility before it happens?
• During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
• Why is mean reversion such a powerful force, particularly in US markets in recent years?
• What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?

Links

• Michael Finke on LinkedIn
• The American College of Financial Services

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

Compliance Code: 2332-OAT-9/11/2024

Tune in to hear:

• Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis?
• How has Behavioral Finance come full circle in recent years?
• What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come?
• What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today?
• How does Greg think about the problem of multiple risk preferences within a household?
• What is Greg’s understanding of the role of emotion in financial decision making? When is it useful and when is it not?
• Where does Greg see Behavioral Science intersecting with AI as we move forward in finance?

Links

• Greg Davies on LinkedIn
• Oxford Risk

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

Compliance Code: 2327-OAS-9/10/2024