ALL EPISODES

Building a Baby Berkshire with Brent Beshore

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.

  ... SHOW MORE

#37 / June 6, 2019

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.

SHOW LESS

#37 / June 6, 2019

Of Dollars and Data with Nick Maggiuli

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.

  ... SHOW MORE

#36 / May 30, 2019

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.

SHOW LESS

#36 / May 30, 2019

The Psychology of Money with Morgan Housel

Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!

  ... SHOW MORE

#35 / May 23, 2019

Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!

SHOW LESS

#35 / May 23, 2019

The Intuitive Investor with Jason Voss

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative      

  ... SHOW MORE

#34 / May 16, 2019

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative      

SHOW LESS

#34 / May 16, 2019

Improving Decisions with Behavioral Science With Clare Flynn Levy

Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: Why Clare believes in active management at a time when fund flows suggest otherwise How she tells some of the richest people in the world, “You’re wrong” The most common behavioral errors she sees among fund managers

  ... SHOW MORE

#33 / May 9, 2019

Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: Why Clare believes in active management at a time when fund flows suggest otherwise How she tells some of the richest people in the world, “You’re wrong” The most common behavioral errors she sees among fund managers

SHOW LESS

#33 / May 9, 2019

The Lessons of Financial History with Jamie Catherwood

Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: How can learn from financial history without drawing spurious correlations? Why the roots of modern ETFs actually begin in Medieval Europe Jamie’s favorite books on financial history

  ... SHOW MORE

#32 / May 8, 2019

Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: How can learn from financial history without drawing spurious correlations? Why the roots of modern ETFs actually begin in Medieval Europe Jamie’s favorite books on financial history

SHOW LESS

#32 / May 8, 2019

Investing with Twitter Sentiment with Andy Swan

Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? Why Andy believes in concentrated portfolios The benefits of running a tech company from a non-traditional location

  ... SHOW MORE

#31 / April 25, 2019

Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? Why Andy believes in concentrated portfolios The benefits of running a tech company from a non-traditional location

SHOW LESS

#31 / April 25, 2019

Of Tragedy and Preparation with Joleen Mainz

When her life was upended by a series of tragic events, Joleen Mainz, Retired Partner, Hegland Mainz Financial, wasn’t sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why “eating your own” cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do today to prepare for the unthinkable

  ... SHOW MORE

#30 / April 18, 2019

When her life was upended by a series of tragic events, Joleen Mainz, Retired Partner, Hegland Mainz Financial, wasn’t sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why “eating your own” cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do today to prepare for the unthinkable

SHOW LESS

#30 / April 18, 2019

Goals-Based Retirement with Christine Benz

Christine Benz, the Director of Personal Finance at Morningstar and author of “30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances” takes on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talking points include: What is a goals-based approach to retirement and what are its potential psychological advantages? What is mental accounting and how can it be used to manage financial behavior? How can those who are underprepared for retirement get started today? Christine has a wealth of knowledge on the topic and you’re sure to leave with ideas for how you can better prepare for tomorrow.  

  ... SHOW MORE

#29 / April 15, 2019

Christine Benz, the Director of Personal Finance at Morningstar and author of “30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances” takes on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talking points include: What is a goals-based approach to retirement and what are its potential psychological advantages? What is mental accounting and how can it be used to manage financial behavior? How can those who are underprepared for retirement get started today? Christine has a wealth of knowledge on the topic and you’re sure to leave with ideas for how you can better prepare for tomorrow.  

SHOW LESS

#29 / April 15, 2019

Understanding the Myers-Briggs Type Indicator (MBTI) with Dr. Jordan Turner

The Myers-Briggs Type Indicator ® is the world’s most popular personality instrument but isn’t without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifically, we discuss: The origins of the MBTI Common criticisms of the MBTI including validity and reliability Each of the four personality scales The ideal applications of personality testing

  ... SHOW MORE

#28 / April 10, 2019

The Myers-Briggs Type Indicator ® is the world’s most popular personality instrument but isn’t without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifically, we discuss: The origins of the MBTI Common criticisms of the MBTI including validity and reliability Each of the four personality scales The ideal applications of personality testing

SHOW LESS

#28 / April 10, 2019

About Dr. Daniel Crosby

Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards, and his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.

All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. This podcast is for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates.  GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission.  All materials are subject to United States copyright laws.  © 2018 Guardian. 2018-67236 Exp 9/2020