Episode Details

Tune in to hear:

• Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
• Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
• How can we get investors and advisors to “buy an umbrella when the sun is shining?”
• Why does taking action during market downturns feel so right and what practically can we do, as financial advisors, to try and keep people from taking action?
• Are there any ways that Jay thinks AI and technology may help us make better decisions going forward, or does he think it's all bad news?
• What does success look like, from a behavioral perspective, if we are never going to rid ourselves of emotion?

Links

• Jay Mooreland on LinkedIn
• Behavioral Advisor Academy
• The Emotional Investor Book

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