How the perception of risk shapes our decisions.
Search Results for: "behavior"
Predicting Inflation is Hard
Is higher inflation here to stay or transitory?
200+ Years of Asset Class Returns
I’m a sucker for historical market data. I know, I know. It doesn’t help you predict the future but it can help shape your expectations to allow you to emotionally prepare for a range of outcomes. This week someone sent me this Long-Term Asset Return Study done by Jim Reid and team at Deutsche Bank that…
12 of My Biggest Post-Pandemic Questions
What I’m thinking about in a post-pandemic world.
The Future of Bear Markets & Recessions
How fiscal policy will impact bear markets and recessions going forward.
The Difference Between Managing Money and Managing Investors
What if your advisor is waiting to buy the dip on your behalf?
The Case For a Having a Fun Portfolio
The behavioral benefits of having a fun portfolio.
All Models Are Wrong But Some Are Useful
Financial and economic relationships are never static.
The Most Annoying Bull Market of All-Time
Some thoughts on dogecoin.
The 4 Types of Robinhood Traders
Anish Acharya and Matthieu Hafemeister from Andreessen Horowitz wrote an excellent piece this week about the rise of active investing among young people and why this trend is here to stay: A new generation of Gen Z investors are willing to take risks to counter a deck that may be stacked against them. Active investing is a…
