The Long View podcast

The Long View


Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

131 Episodes

  • The Long View podcast

    Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'


    Our guest this week is the Dhananjay Phadnis. DJ is the manager of the Fidelity Sustainable Asian Equity strategy, which he has run since 2013. DJ joined Fidelity as an analyst in 2004 and has served in a number of roles during his tenure, including stints managing Fidelity Indonesia Fund as well as Fidelity's director of research in Hong Kong. DJ graduated from Pune University in India and holds a postgraduate degree in management from the Indian Institute of Management. He is a CFA charterholder and an associate of the Institute of Chartered Accountants of India.BackgroundBioFidelity Sustainable Asia Eq A-Dis-EURChina“Fund Update--Sustainable Asia Equity,” by Dhananjay Phadnis,, Aug. 25, 2021.“Capitalising on Asia’s Sustainability Transition,” by Dhananjay Phadnis,, July 12, 2021.“On the Hunt for Sustainable Growth in Asia,” by Dhananjay Phadnis,, April 21, 2021.“Seven Themes That Investors in Emerging Asia Have to Watch,” by Gary Jackson,, Feb. 15, 2019.ESG“Sustainability Is Key for Value Creation,” by Dhananjay Phadnis and Flora Wang,, March 2, 2021.“DJ Phadnis: A Commitment to Sustainable Practices Can Improve Long-Term Value,” YouTube video, Fidelity International, March 25, 2021.“An Active Approach to ESG Investing Is Key for Investors Trying to Drive Sustainable Change in Asia,” by Dhananjay Phadnis,, Sept. 20, 2021.“Investors Eye Early Stage Sustainability,”, July 15, 2021.“ESGenius: A Sustainability Lens Can Help Discern the Trends That Matter,” by Dhananjay Phadnis,, June 10, 2020.Investing and Stocks“Jason Hsu: China Is ‘the Last Great Remaining Alpha Reservoir,’” The Long View Podcast,, April 21, 2021.“Martin Lau: Now Is a Better Time to Buy China,” The Long View Podcast,, Aug. 3, 2021.“Asia Equities: Bottom-Up, Stock Specific Opportunities Abound,” by Dhananjay Phadnis,“Macau, China’s Casino Capital, Has Enjoyed a Decades-Long Winning Streak. It Might Finally End,” by Eamon Barrett,, Sept. 16, 2021.
  • The Long View podcast

    Tadas Viskanta: Luck Plays a Big Role in Investing


    Our guest on the podcast today is Tadas Viskanta. Tadas is the director of investor education at Ritholtz Wealth Management. He's also the founder and editor of the popular financial and investing blog Abnormal Returns, which he launched in 2005. Tadas is the author of the book Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere and has coauthored a number of papers that have appeared in esteemed academic publications like the Financial Analysts Journal. Tadas earned his bachelor's degree in economics and political science from Indiana University and his MBA from the University of Chicago Booth School of Business.BackgroundBioAbnormal ReturnsTwitter: @abnormalreturnsAbnormal Returns: Winning Strategies From the Frontlines of the Investment Blogosphere by Tadas ViskantaInvestor Education“Financial Literacy vs. a Fiduciary Standard: Which Matters More?” by Tadas Viskanta,, May 26, 2019. “What Has the Stock Market Taught Us Since 2010? ” by Ben Carlson,, Sept. 10, 2021.Content“Earning the Permission of Your Audience,” by Tadas Viskanta,, Feb. 21, 2021.“Keys to Social Media Success: Curiosity, Conversation, and Patience,” by Sloane Ortel,, May 15, 2016.HumbleDollarJonathan ClementsThe Rational Reminder Podcast Retirement Planning and Personal Finance“Don’t Short-Circuit Your Financial Plan With an Inflexible Spending Rule,” by Tadas Viskanta,, July 31, 2019.“Shifting Gears in Retirement Isn’t Easy,” by Tadas Viskanta,, Nov. 23, 2019.“Social Influence and the Rise of Index Investing,” by Tadas Viskanta,, Feb. 12, 2017.Canvas platform, O'Shaughnessy Asset Management“Not All That Glitters Is Gold With Tadas Viskanta,”, 2021.OtherThe Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, by Michael J. Mauboussin“Consilient Observer,” by Michael Mauboussin and Dan Callahan
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    Lynnette Khalfani-Cox: 'There's a Huge Wealth Gap in America'


    Our guest on the podcast today is Lynnette Khalfani-Cox. She's a personal finance expert, speaker, and author of 15 money-management books, including The New York Times best-seller, Zero Debt: The Ultimate Guide to Financial Freedom. Khalfani-Cox and her husband co-own, which offers financial education consulting services, courses, and workshops. Before starting, Khalfani-Cox was a Wall Street Journal reporter for CNBC, where she covered business and personal finance news. She spent nearly 10 years at Dow Jones & Company working as a reporter, bureau chief, deputy managing editor, and personal finance editor. She received her undergraduate degree from the University of California at Irvine, and her master's degree in broadcast journalism from the University of Southern California. BackgroundBioTheMoneyCoach.netBooks by Lynnette Khalfani-Cox Improving the Racial Wealth Gap"Here's What the 'Black Tax' Does to so Many Families--Including Mine," by Lynnette Khalfani-Cox, Vox, March 24, 2021."How Income and Savings Affect the Racial Wealth Gap," by Steve Wendel,, Aug. 27, 2021. "100 Must-Know Statistics about Race, Income, and Wealth," by Christine Benz,, June 8, 2020. "Why the Racial Wealth Gap Exists, and What You Can Do About It," by Nicole Dieker, Haven Life, July 10, 2020."3 Ways to Close the Racial Wealth Gap After the Pandemic," by Kemberley Washington, Forbes, June 10, 2021."A Lesson in Economic Violence," by Lynnette Khalfani-Cox,"Financial Advice During the COVID-19 Pandemic," by Lynnette Khalfani-Cox,, May 30, 2020."How to Set Money Boundaries With Your Family," Meena Thiruvengadam, Yahoo News, Sept. 8, 2021.Ariel-Schwab Black Investor Survey "A Money Expert Who Bought her Daughter an Apartment for College Said It Worked So Well She's Doing the Same Thing for her Son," by Liz Knueven, Business Insider, Sept. 24, 2019."Are You Ready for Homeownership?" by Lynnette Khalfani-Cox, "Are You a Victim of Financial Abuse?" by Lynnette Khalfani-Cox, AARP. College Funding"What to Do If You Can No Longer Afford to Pay for College Due to COVID-19," by Lynnette Khalfani-Cox,"Student Debt Sinks Retirees," by Lynnette Khalfani-Cox, AARP, April 18, 2017."Seven Ways to Pay Off Your Student Loans," by Lynnette Khalfani-Cox,"Tackling Student Loan Debt," by Lynnette Khalfani-Cox, AARP."Are Your Kids Making You Broke?" by Lynnette Khalfani-Cox, AARP, January 2013.“7 Financial Tips for Parents of College Students," by Lynnette Khalfani-Cox, Wellness and Education"7 Tips for Tackling Your Credit Card Debt, From Someone Who Paid Off $100,000 in 3 Years," by Elizabeth Gravier, CNBC, June 1, 2021.
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    Hal Hershfield: People Treat Their Future Self as if It’s Another Person


    Our guest on the podcast today is Professor Hal Hershfield. Dr. Hershfield is Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management. His research concentrates on the psychology of long-term decision-making and how people's perceptions of the passage of time affect the decisions that they make. He has consulted with numerous organizations including Prudential, the Consumer Financial Protection Bureau, Merrill Lynch, and the Principal Financial Group. He received his B.A. at Tufts University and his Ph.D. at Stanford.BackgroundBioThe Pandemic“How Elvis Got Americans to Accept the Polio Vaccine,” by Hal Hershfield and Ilana Brody,, Jan. 18, 2021.“Should You Immerse Yourself in Bad News These Days or Ignore It Completely?” by Hal Hershfield,, May 5, 2020.“How to Craft the Vaccine Message for the Undecided,” by Bill Kisliuk,, May 4, 2021.“Your Messaging to Older Audiences Is Outdated,” by Hal Hershfield and Laura Carstensen,, July 2, 2021.“Time Is Meaningless Now,” by Shayla Love,, April 10, 2020.Saving for the FutureDaniel Kahneman“Temporal Reframing and Participation in a Savings Program: A Field Experiment,” by Hal Hershfield, Stephen Shu, and Shlomo Benartzi,, 2020.“Using Vividness Interventions to Improve Financial Decision Making,” by Hal E. Hershfield, Elicia M. John, and Joseph S. Reiff,, 2018.“Increasing Saving Behavior Through Age-Progressed Renderings of the Future Self,” by Hal Hershfield, Daniel Goldstein, William Sharpe, Jesse Fox, Leo Yeykelis, Laura Carstensen, and Jeremy Bailenson,, 2011. “The Future Self,” by Hal E. Hershfield and Daniel Bartels,, 2018.“Beliefs About Whether Spending Implies Wealth,” by Heather Barry Kappes, Joe J. Gladstone, and Hal Hershfield,, 2020.“Seeking Lasting Enjoyment With Limited Money: Financial Constraints Increase Preference for Material Goods Over Experiences,” by Stephanie M. Tully, Hal E. Hershfield, and Tom Meyvis,, 2015.“Do Images of Older Americans Reinforce Stereotypes?” by Colette Thayer and Laura Skufca,, September 2019.Retirement and Older Adults“People Search for Meaning When They Approach a New Decade in Chronological Age,” by Adam Alter and Hal Hershfield,, 2014.Mike North“You Owe It to Yourself: Boosting Retirement Saving With a Responsibility-Based Appeal,” by Christopher J. Bryan and Hal E. Hershfield,, 2012.
  • The Long View podcast

    Laura Carstensen: 'I'm Suggesting We Change the Way We Work'


    Our guest on the podcast today is Laura Carstensen. She is professor of psychology at Stanford University, where she is the Fairleigh S. Dickinson Professor in Public Policy and founding director of the Stanford Center on Longevity. Her research focuses on the motivational and emotional changes that occur with age and the influence such changes have on cognitive processing. She is the author of a A Long Bright Future: Happiness, Health, and Financial Security in an Age of Increased Longevity. She received her bachelor's degree from the University of Rochester, and her Ph.D. in clinical psychology from West Virginia University.BackgroundBioStanford Center on LongevityA Long Bright Future: Happiness, Health, and Financial Security in an Age of Increased Longevity, by Laura Carstensen, Ph.D.The Pandemic“Age Advantages in Emotional Experience Persist Even Under Threat From the COVID-19 Pandemic,” by Laura L. Carstensen, Yochai Z. Shavit, and Jessica T. Barnes,, Oct. 26, 2020.“A Life-Course Model for Healthier Ageing: Lessons Learned During the COVID-19 Pandemic,” by Laura L. Carstensen, Ashley Jowell, and Michele Barry,, October 2020.Longevity“Growing Old or Living Long: Take Your Pick,” by Laura L. Carstensen,, Winter 2007.“Laura Carstensen’s TED Talk: Older People Are Happier,”, April 2012.“Retire at 80!—So Says University Professor and Longevity Expert,” by Perry Brissette,, July 4, 2018.“Opinion: We Need a Major Redesign of Life,” by Laura Carstensen,, Nov. 29, 2019.“Longevity and Retirement: An Expert on Aging Explains How Retirement Is Being Redefined,” Fidelity Viewpoints,, Feb. 3, 2021.“Boomers: Less Tied to Friends and Family as Others Are,” by Laura L. Carstensen,, May 31, 2016. “Exercise Holds Immediate Benefits for Affect and Cognition in Younger and Older Adults,” by Candace L. Hogan, Jutta Mata, and Laura L. Carstensen,, June 2013.“How Merrill Lynch Is Planning for Its Customers to Live to 100,” by Susan Wilner Golden and Laura L. Carstensen,, March 4, 2019.“There’s a New Way of Living Thanks to Longevity,”, May 16, 2019.“Selective Narrowing of Social Networks Across Adulthood Is Associated With Improved Emotional Experience in Daily Life,” by Laura L. Carstensen and Tammy English,, March 2014. “Leveraging Goals to Incentivize Healthful Behaviors Across Adulthood,” by Laura L. Carstensen, Teja Chemudupati, Jessica T. Barnes, Candice L. Hogan, and Sarah Raposo,, July 2020.Cognitive Decline“Selective Narrowing of Peripheral Social Networks Predicts Poor Long-Term Cognition in Old Age,” by Laura L. Carstensen, Hsiao-Wen Liao, and Yochai Shavit,, November 2019.“Integrating Cognitive and Emotion Paradigms to Address the Paradox of Aging,” by Laura L. Carstensen,, November 2018.“The Theory Behind the Age-Related Positivity Effect,” by Laura L. Carstensen and Andrew E. Reed,, Sept. 27, 2012.“The Positivity Effect: A Negativity Bias in Youth Fades With Age,” by Laura L. Carstensen and Marguerite DeLiema,, February 2018.“Alternative Retirement Paths and Cognitive Performance: Exploring the Role of Preretirement Job Complexity,” by Laura L. Carstensen, Dawn C. Carr, Robert Willis, and Ben Lennox Kail,, April 2020.Messaging to Older AdultsHal Hershfield“Your Message to Older Adults Is Outdated,” by Hal Hershfield and Laura L. Carstensen,, July 2, 2021.
  • The Long View podcast

    Meb Faber: 'To Be a Good Investor, You Have to Be a Good Loser'


    Our guest this week is Meb Faber. He is co-founder and chief investment officer of Cambria Investment Management, which manages exchange-traded funds and separate accounts. In addition to his duties at Cambria, Faber is a prolific author who has written influential books on tactical allocation and endowment-styled investing, among other published works. He also hosts the popular Meb Faber Show podcast, is an active participant in financial Twitter, and is the architect of The Idea Farm, a web-based research resource he developed for investors. Faber is an experienced angel investor in small, private businesses as well as an investor in alternative assets like farmland and rare coins. He graduated from the University of Virginia with a dual major in engineering science and biology.BackgroundBioBooksThe Meb Faber Show podcast@MebFaberThe Idea FarmCelera Corporation GattacaRichard ThalerJames Montier Current Environment and Market ValuationsTriumph of the Optimists, by Elroy Dimson"The Best way to Add Yield to Your Portfolio," by Meb Faber,, July 6, 2017."Should a Robot Be Managing CalPERS Portfolio?" by Meb Faber,, June 8, 2015."Should Harvard’s Endowment Be Managed by a Robot?" by Meb Faber,, Sept. 29, 2016.Jim Rogers "I Don’t Feel Overweight," by Meb Faber,, July 8, 2019."The Case for Global Investing," by Meb Faber,, Jan. 10, 2020."Designing a Portfolio With Crypto, Cannabis, and Value in Mind," by Evie Liu,, July 1, 2021."Stocks Are Allowed to Be Expensive Since Bonds Are Low…Right?" by Meb Faber,, Jan. 6, 2021.Twitter thread on contrarian investment beliefs "Journey to 100x," by Meb Faber,, July 1, 2021."Stock Market Valuations," by Meb Faber,, March 21, 2020.Shiller P/E RatioResearch AffiliatesAAII Sentiment Survey Galapagos: A Novel, by Kurt VonnegutTrend-Following"A Quantitative Approach to Tactical Asset Allocation," by Meb Faber,, Feb. 1, 2013."How Does a Market Get Cheap? The P in P/E," by Meb Faber,, April 4, 2016."OPTO Sessions: Meb Faber on Spotting Market Bubbles,", Aug. 28, 2020."The Biggest Valuation Spread in 40 Years?" by Meb Faber,, Jan. 25, 2019."The Case for Global Investing," by Meb Faber,, Jan. 10, 2020."Is Buying Stock at an All-Time High a Good Idea?" by Meb Faber,, Nov. 4, 2019."You Would’ve Missed 961% in Gains Using The CAPE Ratio, and That’s a Good Thing," by Meb Faber,, Jan. 6, 2019.Global Asset Allocation, by Meb FaberDow Theory "Diversify, Tilt, Relax--Meb Faber’s Case for Global Investing," by Aaron Neuwirth,, Jan. 14, 2020."FAQs on Share Buybacks for Lawmakers, Journalists, and Investors," by Meb Faber,, Aug. 5, 2019.Qualified Small Business Stock (QSBS)AngelList Unclaimed.orgThe Coffee Can Portfolio," by James Kirby,, Fall 1984.Favorite Interviews"Episode #39: Ed Thorp, Hedge Fund Manager, Author, & Professor, ‘If You Bet Too Much, You’ll Almost Certainly Be Ruined,’" The Meb Faber Show,, Feb. 8, 2017."Episode #343: Dr. Nathan Myhrvold, Intellectual Ventures, ‘Pizza in the United States Is What Convinced the World That Pizza Was a Great Thing,’" The Meb Faber Show,, Aug. 25, 2021.
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    Daniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'


    Our guest on the podcast today is psychologist and author Dr. Daniel Crosby. Daniel is the chief behavioral officer at Orion Advisor Solutions. Daniel has written numerous books on behavioral finance, including The Behavioral Investor, The Laws of Wealth: Psychology and The Secret to Investor Success, and You're Not That Great. Daniel also hosts his own podcast called Standard Deviations. He received his Bachelor of Science and doctorate at Brigham Young University. BackgroundBioThe Behavioral Investor, by Daniel CrosbyThe Laws of Wealth: Psychology and the Secret to Investor Success, by Dr. Daniel CrosbyYou’re Not That Great, by Daniel Crosby, Ph.D.Standard Deviations podcastOrion Advisor Solutions Current Environment“3 Tips to Handle Financial Peer Pressure With Ease,”, Aug. 18, 2021.“Loneliness and Social Isolation as Risk Factors for Mortality: A Meta-Analytic Review,” by Julianne Holt-Lunstad and Timothy Smith,, 2015.“Episode #337: Professor Richard Thaler, University of Chicago, ‘When Somebody Would Fire Us, It Was Almost Always at Exactly the Wrong Time,’” The Meb Faber Show podcast,, Aug. 4, 2021.“Help Wanted: How Investor Behavior Is Rewriting the Job Description of Financial Professionals,” Natixis Global Survey of Individual Investors,, 2016.Orion Advisor TechnologyBetterment“Jason Zweig: Temperament Is Everything for Most Investors,” The Long View podcast,, June 29, 2021.Pandemic“The Strange Psychology of COVID-19 and Investor Behavior,” by Daniel Crosby,, Aug. 11, 2020.“Daniel Crosby: Investing Rules for Uncertain Times,” by Daniel Crosby,, June 4, 2020.“When It Rains,” by Daniel Crosby,, 2020.“How COVID-19 Will Impact the Future of Investor Behavior,” by Daniel Crosby,, 2020.Behavioral Finance and Investing“Daniel Crosby on the Three E’s of Behavioral Investing,”, August 2021.“The BIG List of Behavioral Nudges,” by Daniel Crosby,, 2019. “Robert Shiller: 'Wild West' Mentality Is Gripping Housing, Stocks and Crypto,” by Stephanie Landsman,, May 24, 2021.“Dr. Daniel Crosby’s Three Drivers of Human Behavior,” E-book by Daniel Crosby, “The Formula for Happiness: Wanting What You Have,” by Daniel Crosby,, 2019.“Can Money Buy Happiness? Sort Of,” by Daniel Crosby,, July 19, 2016.“What Is the PERMA Model?” ShullDaniel KahnemanStandard Deviations Podcast“Christine Benz--Goals Based Approaches to Retirement,” Standard Deviations podcast with Daniel Crosby,, April 11, 2019.“Morgan Housel--The Psychology of Money,” Standard Deviations podcast with Daniel Crosby,, Sept. 4, 2019. “Jim O’Shaughnessy--What Works on Wall Street,” Standard Deviations podcast with Daniel Crosby,, Aug. 14, 2019.
  • The Long View podcast

    Michael Falk: 'Retirement Planning Can Be Done More Simply'


    Our guest on the podcast today is Michael Falk. Falk is a partner at the Focus Consulting Group, where he specializes in helping investment and wealth management firms with investment decision-making, strategic planning, and succession. Previously, he was a chief strategist at Global Macro LP and a chief investment officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice. Falk has authored or coauthored several books, including Let's All Learn How to Fish To Sustain Long-Term Economic Growth, Get to Work on OUR Future, and Money, Meaning, and Mindsets. He is a frequent public speaker and is also a CFA charterholder. BackgroundBioLet's All Learn How to Fish … To Sustain Long-Term Economic Growth, by Michael FalkGet to Work … On OUR Future, by Michael FalkMoney, Meaning, and Mindsets: Radical Reform for the Investment Industry, by Michael Falk"Jason Zweig: Temperament Is Everything for Most Investors," The Long View podcast,, June 29, 2021.Retirement and Target-Date Funds"Psychological Safety & Career Risk in the Investment Management Industry," by Michael Falk and Bob Schmidt, Brandes Institute, February 2020.“Enough About the Assets, Already!" by Michael Falk, Retirement InSight and Trends, 2014."Falk: Immunize Your Retirement Portfolio Before Optimizing,", June 30, 2014."Off With Your (Rules of) Thumbs!" by Michael Falk, Retirement InSight and Trends, 2015."Target Date Fund Warning," by Terry Savage,, July 6, 2021."Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement," by Michael Falk, Retirement InSight and Trends, 2014."A Popular Retirement Rule of Thumb Isn't Wrong, but It Could Be Disruptive for Retirees," by Stephanie Yang,, July 9, 2014.Investments and Asset Allocation"Michael Falk: Emotional Intelligence as Investment Alpha," Standard Deviations With Dr. Daniel Crosby, Aug. 17, 2021."Still Learning to Fish: Three Years On," by Michael Falk, CFA Institute, Jan. 23, 2020."Everything You Need to Know About Investing," by Michael Falk, Investments & Wealth Monitor, November/December 2020."Taking Investment Teams From Good to Great," by Michael Falk, CFA Institute, Oct. 4, 2018."Michael Falk: I'll Never Buy Bonds Again, and You Shouldn't Either," Money Life With Chuck Jaffe, Dec. 31, 2020.Herfindahl-Hirschman Index"Crypto Dreamin'? The Good, the Bad, and the Ugly," by Michael Falk, CFA Institute, June 16, 2020."Green Carrots and Sticks: Incentivizing Climate Solutions," by Michael Falk and Joachim Klement, CFA Institute, June 23, 2021."An Alternative to the 60/40 Portfolio," by Ben Carlson, A Wealth of Common Sense, March 5, 2015."Michael Falk: How a Money Mind Deals With a Terminal Diagnosis," Money Life With Chuck Jaffe, Feb. 26, 2020.
  • The Long View podcast

    Rick Bookstaber: Avoiding Complexity Is 'Risk 101'


     Our guest this week is Rick Bookstaber. Rick is the head of risk of Fabric, a startup he founded to provide risk-management software to individual investors through the financial advisors who serve them. Prior to founding Fabric, Rick held a number of senior risk-management roles, most recently as chief risk officer at the University of California system, and before that at various hedge funds and banks, including Bridgewater, FrontPoint Partners, Morgan Stanley, and Salomon Brothers. He also served in the Obama administration, where his work included stints with the Financial Stability Oversight Council and at the SEC on the Volcker Rule and other regulations. Rick has authored several books, including A Demon of Our Own Design, which was published in 2007, as well as The End of Theory, which was published in 2017. Rick received his bachelor’s in economics at Brigham Young University and earned a doctorate in economics from MIT.BackgroundBioFabricA Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation, by Rick BookstaberThe End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction, by Rick BookstaberRisk Management Macro “7 Risks That Are Creating a New Market Paradigm,” by Rick Bookstaber,, June 17, 2021.“Agent-Based Models for Financial Crises,” by Rick Bookstaber,, Aug. 30, 2017.“Can Global Capitalism Survive in its Current Form?” by Rick Bookstaber, Age of Economics on, March 6, 2021.“Bill Bernstein: We’re Starting to See All of the Signs of a Bubble,” The Long View Podcast,, March 10, 2021.“A More Realistic Look at Risk,” by Amanda White,, Oct. 6, 2017. “Can High Liquidity + Low Volatility = High Risk?” by Rick Bookstaber,, Aug. 23, 2007.“Our Low Risk (Low Volatility) World,” by Rick Bookstaber,, Nov. 4, 2017.“Building Forward-Looking Scenarios: Why You’re Doing It Wrong,” by Rick Bookstaber, Alicia Karspeck, and Govinda Quish,, Aug. 3, 2021.Investments“How to Make Risk Management Work for Advisers,” by Rick Bookstaber,, June 24, 2021.Aladdin (BlackRock)“MSCI’s Principles of Sustainable Investing,” and Culture“Adaptability Versus Optimization: The Cockroach Approach,” by Alex Barrow,, Aug. 28, 2019.“Opinion: A Chief Risk Officer Offers the Simplest Way to Fight Back Against Stock-Market Memes,” by Rick Bookstaber,, July 10, 2021.“This Is the Way Facebook Ends (and Maybe Apple and Google),” by Rick Bookstaber,, Jan. 28, 2018.“Facebook and the Awakening of our Private Selves,” by Rick Bookstaber,, April 1, 2018.
  • The Long View podcast

    Sarah Newcomb: 'I Love Rules of Thumb'


    Our guest on the podcast today is Sarah Newcomb, director of behavioral science at Morningstar. In her role she works to integrate the findings of her research into Morningstar financial management applications and tools. Before joining Morningstar in 2015, Sarah earned her doctorate in behavioral economics from the University of Maine, where her work focused on the psychological barriers to sound personal money management. She's the author of Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind. Sarah also holds a bachelor’s degree in mathematics from Salem State University, a master's degree in financial economics from the University of Maine, and a master’s certification in personal financial planning from Bentley University.BackgroundBioLoaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind, by Sarah NewcombFinancial Education“Smart Shortcuts for the Good-Enough Investor,” by Sarah Newcomb,, Sept. 3, 2019. “Can a Rule of Thumb Be a Shortcut to Financial Well-Being?” by Samantha Lamas,, Jan. 25, 2021. “Keeping it Simple: Financial Literacy and Rules of Thumb,” by Greg Fischer, Alejandro Drexler, and Antoinette Schoar,, July 1, 2010.“Making the Science Practical: Behavioral Interventions in Practice,” by Sarah Newcomb and Benjamin Cummings,, January 2019.“A Simple Plan for Financial Independence,” by Sarah Newcomb,, Oct. 15, 2019.“The Complicated Art of Making Things Simple,” by Sarah Newcomb and Samantha Lamas,, May/June 2017.“Sarah Newcomb: Understanding a Client’s Money Mindset in Order to Maximize Their Well-Being,” The Human Side of Money podcast with Brendan Frazier,, March 17, 2021.“Encouraging Action Through Design and Testing,” by Sarah Newcomb,, April 29, 2015.“Don’t Give Up on Financial Literacy Efforts,”, Feb. 8, 2020.“Money Doesn’t Buy Happiness, but Power Might,” by Sarah Newcomb,, Jan. 13, 2017.“Coaching Clients to Teach Their Kids About Investing,” by Sarah Newcomb,, Jan. 21, 2020.“How to Start Teaching Your Kids About Money,” by Sarah Newcomb and Samantha Lamas,, Aug. 4, 2018.“What Is Mad Money?” by Keonhee Kim,, April 6, 2021.“John Lynch: Rethinking Financial Education,” The Long View Podcast,, Dec. 11, 2019.“Overcoming Clients’ Behavioral Biases Using Nudges, Smart Heuristics, and Behavioral Coaching,” by Michael Kitces,, March 24, 2021.“Separating ‘Needs’ From ‘Wants’ Could Be Harming Your Financial Planning,” by Bill Keen,, June 2, 2021.Financial Wellness and Tools “5 Financial Signs to Check Your Financial Independence,” by Sarah Newcomb,, Jan. 16, 2020.“What Makes People Happy?” by Carla Fried,, April 15, 2021.“Neighbors of Lottery Winners Are More Likely to Go Bankrupt,” by Leslie Albrecht,, Oct. 21, 2018.“An Innovative Way to Face Retirement,” by Emily Brandon,, Jan. 14, 2103.Hal Hershfield“Is Instagram Making You Poor?” by Sarah Newcomb,, Oct. 18, 2018. “How Stories Drive Financial Behavior--and What to Do About It,” by Sarah Newcomb,, Sept. 14, 2020.Pandemic“Year in Review: Pandemic Edition,” by Sarah Newcomb,, Dec. 3, 2020.“Sick of Uncertainty? Read This,” by Sarah Newcomb,, Nov. 3, 2020.“It’s the End of the World as We Know It,” by Sarah Newcomb,, Oct. 8, 2020.Behavioral FinanceDaniel KahnemanRichard ThalerGerd Gigerenzer

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