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

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