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Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation

Episode 284

In this episode, we welcome back the esteemed Professor Scott Cederburg, Associate Professor of Finance at the University of Arizona. In this highly …

2 years, 10 months ago

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When Volatility is Risk, and Introducing The Money Scope Podcast

Episode 283

Today's episode features a series of in-depth segments, and includes a visit from our two favourite Marks; Mark Soth (aka The Loonie Doctor) and Mark…

2 years, 10 months ago

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Dr. Jim Grubman: The Psychology of Wealth

Season 2 Episode 282

In this episode, we delve deep into the world of wealth management and family advisory services and explore the evolving landscape of financial wealt…

2 years, 10 months ago

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Lifecycle Asset Allocation, and Retiring Successfully with Justin King

Season 2 Episode 281

Today, we take a closer look at asset allocation through an empirical lens, by drawing on the work and data of Scott Cederburg and his new article 'B…

2 years, 10 months ago

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Shane Parrish: Clear Thinking in Everyday Life

Season 2 Episode 280

In this episode, we delve into the complexity of navigating life's challenges, taking risks, fostering self-confidence, and honing problem-solving sk…

2 years, 11 months ago

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Stock Returns in Recessions, and FSRA's Approach to Regulation

Season 2 Episode 279

In this episode, we start by learning about the complex relationship between recessions and stock returns before welcoming Huston Loke and Jordan Sol…

2 years, 11 months ago

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Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns

Season 2 Episode 278

If you dive deep into financial advisor fixed effects, you'll begin to understand that an advisor's own portfolio has a bigger impact on the portfoli…

2 years, 11 months ago

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The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning

Season 2 Episode 277

During this episode, Financial Advisor and Associate Portfolio Manager Phil Briggs joins us to discuss the 'cash wedge' financial strategy. He also s…

2 years, 11 months ago

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Darin Soat: The Problem with Finfluencers, and Why it Won't Get Better Anytime Soon

Season 2 Episode 276

If you're in the world of finance, you'd know today's guest from YouTube — but you've probably never heard his real name. However, today and for the …

2 years, 11 months ago

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Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield

Season 2 Episode 275

In this episode, we welcome back Hal Hershfield, Associate Professor of Marketing and Behavioral Decision Making at UCLA Anderson School of Managemen…

3 years ago

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