Standard Deviations with Dr. Daniel Crosby

Tune in to hear:

What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?

How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost be forgotten in the present day?

Has John found that when clients have an income element to their portfolio, they are more settled and more able to stay the course?

How does Crawford Investment Counsel think about risk reduction in a portfolio, both behaviorally and otherwise?

Does John look at things like beta, or is he looking exclusively at absolutely fundamental things in terms of the quality of the company?

Where in a company’s lifecycles does Crawford Investment Counsel look and why do they believe this is a source of potential alpha?

How does Crawford Investment Counsel ensure that they never stray from their first principles in difficult times?

What in particular has John done to raise gentle, kind and grateful children in a world where children of means can sometimes act entitled?

If John was approached by a 30 year old investor today, and they were asking for one piece of personal financial advice, what would he tell them?

Links

Crawford Investment Counsel

Connect with Us

Meet Dr. Daniel Crosby

Check Out All of Orion’s Podcasts

Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2521-U-26243

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If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be?

What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important in this moment we are in?

The impulse to listen in order to respond, or to listen in order to solve a problem, is a really human impulse. How can we move beyond this and begin listening just for the sake of listening?

What does it look like when one enters a conversation with intent and how does that look different from more opportunistic forms of listening?

How can advisors best read what’s not being said in the room, through body language or otherwise, while remaining sensitive?

How would Matt advise advisors to think about creating the optimal conditions for psychological safety in their offices?

Is there ever a time that advisors should be more directive with their clients?

Links

Matt Halloran on LinkedIn

Matt Halloran on Instagram

Shut the F Up and Listen

Connect with Us

Meet Dr. Daniel Crosby

Check Out All of Orion’s Podcasts

Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2499-U-26243

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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

Connect with Us

Meet Dr. Daniel Crosby

Check Out All of Orion’s Podcasts

Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2443-U-26233

Tune in to hear:

Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?

How can we better prepare heirs to understand their newfound relationship with wealth?

Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations?

What are the four invisible inheritances that accompany the inheritance of wealth?

What is behavioral capital, and why do we inherit this long before we inherit financial capital?

What is relational capital, and why is this a form of invisible inheritance?

What are some of the crucial psychological differences between earned wealth and received wealth?

Links

The Soul of Wealth

Connect with Us

Meet Dr. Daniel Crosby

Check Out All of Orion’s Podcasts

Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2442-U-26233

Tune in to hear:

If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets?

When Alex tells stories about how sporting events or the weather might move the market, is there any signal there for the average investor or is he simply making a broader point about how our emotions may color the way we think about markets?

Alex subdivides our behaviorally biased reactions to markets into overreaction, underreaction and misreaction. What do each of these look like practically for investors?

Is wokeness the reason the market keeps ignoring evidence for important behavioral data, like employee satisfaction?

What is Alex’s take on AI and where does he think we are on the spectrum between true revolution and mania?

Is there a behavior that looks like discipline, but is really just bias wearing a better suit?

If someone was to use Alex’s upcoming book as a mirror into their own behavior, what is one practical thing that they could do to better understand themselves and do a self-audit?

Links

The Madness of Markets (Pre-order)

Alex Edmans on LinkedIn

Alex Edman’s Website

Connect with Us

Meet Dr. Daniel Crosby

Check Out All of Orion’s Podcasts

Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2336-U-26223