SOUND INVESTING PODCAST

6/28/2023

https://anchor.fm/s/10bb8090/podcast/play/72729661/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2023-5-28%2F49c5c978-fef0-f883-eead-6c995bd805b5.mp3 Paul Merriman
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Show Notes

About This Episode

Dave Ramsey's Investing Advice

Small Cap and Value Stocks

Plus  Ben and Cameron Passmore interview other financial experts on their podcast, Rational Reminder.  They have made a special effort to interview many of the academics who have studied the investment process.

Here is a wonderful interview with:

Prof. Meir Statman: Financial Decisions for Normal People

5:16  Meir defines Behavioral Finance

15:37  The difference between a "normal" investor and a rational one

21:48  Why normal investors like lottery-like assets despite low or negative expected returns

26:24  The downsides to the "consume from dividends but don't dip into capital" rule

32:59  Why dollar-cost averaging is so persistent, when it is well-known to be rationally suboptimal

36:48  What makes strategies like covered calls and structured products so attractive to normal investors

43:19  Why normal wealthy people seek to invest in hedge funds and private equity, despite their questional benefits to a rational investor

48:24  How normal investors should deal with currency hedging in global portfolios

53:03  How behavioral portfolio theory differs from mean-variance portfolio theory

1:00:21  How an optimal behavioral portfolio differs from an optimal CAPM portfolio

1:09:21  How the typical risk-profile questionnaire can be adapted to improve the behavioral dimension of portfolios

1:15:53  How financial advisors can use behavioral finance principles to improve client outcomes

1:17:55  What puts financial advisors in a position to give well-being advice

1:23:27  Meir defines success in his life

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