Now Know This - Investments, Economics, Behavior
33 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 43 ratingsThe Now Know This Podcast will explore what the science says about the world of investing in an entertaining and easy-to-digest format. We’ll cut through the noise and discuss everything you need to know, from Nobel Prize-winning research to timeless wisdom from the giants of investing. Many listeners will be surprised to discover that the best way to invest is relatively simple and straightforward, yet the vast majority of investors don’t follow the science because of their behavior.
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Episodes
Why investing is like dieting
November 11, 2021 21:00 - 35 minutes - 24.2 MBLink to Cole's article here: https://inscriptioncapital.com/insights/2021/9/22/why-investing-is-like-dieting If you want to lose weight, it’s relatively simple: Burn more calories than you consume. All else equal, if you follow this formula, you’ll lose weight. Yet, as we all very well know, doing this day in and day out is anything but easy. Life, and more especially our behavior, gets in the way. This behavioral problem is of course well known and regularly exploited by the dieting indust...
Why investing is like dieting
November 11, 2021 21:00 - 35 minutes - 24.2 MBLink to Cole's article here: https://inscriptioncapital.com/insights/2021/9/22/why-investing-is-like-dieting If you want to lose weight, it’s relatively simple: Burn more calories than you consume. All else equal, if you follow this formula, you’ll lose weight. Yet, as we all very well know, doing this day in and day out is anything but easy. Life, and more especially our behavior, gets in the way. This behavioral problem is of course well known and regularly exploited by the dieting indust...
International Taxes from a US perspective (Sebastien Chain)
July 04, 2021 15:00 - 51 minutes - 35.1 MBIf you are a US citizen or resident living abroad or thinking about moving abroad, or if you are a non US citizen/resident thinking about moving to the US or investing in the US then this episode is full of important things you need to be aware of. Sebastien Chain joined Chamberlain Hrdlicka in 2011 and concentrates his practice on federal, state and local tax controversies, both civil and criminal, and he represents clients at the examination level, administrative appeals, and trial. He a...
Efficient Market Hypothesis (EMH) - Is the price right?
May 30, 2021 14:00 - 28 minutes - 19.6 MBThe efficient market hypothesis is a hypothesis that states that share prices reflect all information and consistent market outperformance is virtually impossible. Dr. Eugene Fama, is the father of this theory and in today's podcast we take a deep dive explaining everything you need to know about it.
Efficient Market Hypothesis (EMH) - Is the price right?
May 30, 2021 14:00 - 28 minutes - 19.6 MBThe efficient market hypothesis is a hypothesis that states that share prices reflect all information and consistent market outperformance is virtually impossible. Dr. Eugene Fama, is the father of this theory and in today's podcast we take a deep dive explaining everything you need to know about it.
Real Estate Investing (Adam Allen; Marble Capital, LP)
April 08, 2021 17:00 - 34 minutes - 23.5 MBToday we are talking about real estate. If you are at all interested in learning more about real estate investing you will definitely find todays conversation interesting. Our guest expert today is Adam Allen. Adam is a managing principal and founder of Marble Capital, LP a multimillion-dollar real estate private equity firm based in Houston, TX.
Investment Costs & Fees - Episode 16
March 10, 2021 19:00 - 32 minutes - 22.6 MBIn this episode we will cover everything you need to know about all the different types of fees and costs the investment industry charges. Understating these fees and costs is crucial to your longterm investment success.
The Texas Energy Grid - (Nick Altman & Peter Selber)
February 27, 2021 14:00 - 48 minutes - 33.7 MBToday we are going to talk about the Texas energy grid. Last week the grid came very close to a complete meltdown that could have made Texas go dark for months. An unprecedented winter storm hit the state so hard that many power producers from Natural Gas to Nuclear and wind were brought to their knees. With us to help explain what happened, why it happened, and what can be done so this does not happen again are Nick Altman and Peter Selber. Nick and Peter are the founders of Infinity Power ...
Business risks - (Subhi & Mohammed Khudairi)
February 11, 2021 17:00 - 47 minutes - 32.9 MBIf you are an entrepreneur and at all interested in international business and how to evaluate risks more efficiently then you will certainly find todays podcast super informative. We are going to take a deeper dive into the types of risks investors take by hearing the story behind two successful entrepreneurial brothers, Mohammed and Subhi Khudairi. Mohammed and Subhi, together with their father Aziz, started Khudari Group in 2004 and have since grown the company from a small office in Hous...
Business risks - (Subhi & Mohammed Khudairi)
February 11, 2021 17:00 - 47 minutes - 32.9 MBIf you are an entrepreneur and at all interested in international business and how to evaluate risks more efficiently then you will certainly find todays podcast super informative. We are going to take a deeper dive into the types of risks investors take by hearing the story behind two successful entrepreneurial brothers, Mohammed and Subhi Khudairi. Mohammed and Subhi, together with their father Aziz, started Khudari Group in 2004 and have since grown the company from a small office in Hous...
GameStop - What is going on!??
January 31, 2021 19:00 - 35 minutes - 24.1 MBToday we are going to be talking about the recent news involving GameStop and a few other companies that have recently skyrocketed in the stock market.
GameStop - What is going on!??
January 31, 2021 19:00 - 35 minutes - 24.1 MBToday we are going to be talking about the recent news involving GameStop and a few other companies that have recently skyrocketed in the stock market.
The two main risks you should be aware of - With Dr. Julio Cacho (CIO, Inscription Capital)
January 18, 2021 21:00 - 35 minutes - 24.7 MBIf you are at all interested in learning how to create optimal investment portfolios to achieve your long-term goals you are definitely going to want to listen to our podcast about the two main types of risks investors take: idiosyncratic and systematic.
ESG Investing - With Rick Perez (CEO Avangard Innovative)
January 07, 2021 16:00 - 45 minutes - 31.5 MBToday we’ll be talking about ESG Investing which stands for Environmental, Social, and Governance. ESG has gained a lot of traction in the investment world lately and is often referred to as sustainable investing. The idea here is that ESG investors look for companies that not only seek great cash flows or EBITA numbers but also positive returns and long-term impact on society and the environment. Investors are starting to demand that companies try and seek profitability financially and mora...
ESG Investing - With Rick Perez (CEO Avangard Innovative)
January 07, 2021 16:00 - 45 minutes - 31.5 MBToday we’ll be talking about ESG Investing which stands for Environmental, Social, and Governance. ESG has gained a lot of traction in the investment world lately and is often referred to as sustainable investing. The idea here is that ESG investors look for companies that not only seek great cash flows or EBITA numbers but also positive returns and long-term impact on society and the environment. Investors are starting to demand that companies try and seek profitability financially and mora...
The Psychology of Money - By Morgan Housel (Book summary number 1)
December 30, 2020 02:00 - 50 minutes - 34.5 MBIn this episode, we summarize a great new book that came out in 2020 called The Psychology of Money by Morgan Housel. The book takes a deep dive into exploring how we behave with money. "Doing Well with money isn't necessarily about what you know. It's about how you behave. And behavior is hard to teach, even to really smart people". - Book summary of The Psychology of Money.
The Psychology of Money - By Morgan Housel (Book summary number 1)
December 30, 2020 02:00 - 50 minutes - 34.5 MBIn this episode, we summarize a great new book that came out in 2020 called The Psychology of Money by Morgan Housel. The book takes a deep dive into exploring how we behave with money. "Doing Well with money isn't necessarily about what you know. It's about how you behave. And behavior is hard to teach, even to really smart people". - Book summary of The Psychology of Money.
Luck vs Skill - with Dr. Alan Crane, Rice University
December 22, 2020 20:00 - 54 minutes - 37.6 MBUnderstanding whether your investment outcomes are attributable to luck or skill is extremely difficult to disentangle which makes it virtually impossible to identify a skilled investor before they become skillful. Lots of research has been done on this topic and I am very excited to have the author of those published academic papers with us today. Dr. Alan Crane is a Professor of Finance at Rice University’s Jones School of Business. He has degrees in economics, finance, and accounting a...
Zero-Sum Game - with Dr. Kevin Crotty, Rice University
December 15, 2020 03:00 - 41 minutes - 28.6 MBUnderstanding the zero-sum game theory is crucial to understanding why it's so difficult to outperform the markets in the long run. The theory basically states that the market consists of the holdings of all investors, and that the aggregate market return is equal to the asset-weighted return of all market participants and that based on this, for each position that outperforms the market, there must be a position that underperforms the market by the exact same amount.
Zero-Sum Game - with Dr. Kevin Crotty, Rice University
December 15, 2020 03:00 - 41 minutes - 28.6 MBUnderstanding the zero-sum game theory is crucial to understanding why it's so difficult to outperform the markets in the long run. The theory basically states that the market consists of the holdings of all investors, and that the aggregate market return is equal to the asset-weighted return of all market participants and that based on this, for each position that outperforms the market, there must be a position that underperforms the market by the exact same amount.
Bitcoin - Can it really be the new money?
December 05, 2020 16:00 - 42 minutes - 29.4 MBIn this episode, we talk about Bitcoin. What it is, the pros and cons, and how it is making us rethink what money is.
Bitcoin - Can it really be the new money?
December 05, 2020 16:00 - 42 minutes - 29.4 MBIn this episode, we talk about Bitcoin. What it is, the pros and cons, and how it is making us rethink what money is.
The Economics of the Media - with Enrique Acevedo
November 21, 2020 21:00 - 57 minutes - 39.4 MBThe economics of the media episode explores how the industry's current business model might be damaging our democratic norms and examines possibilities of how it could change.
The Economics of the Media - with Enrique Acevedo
November 21, 2020 21:00 - 57 minutes - 39.4 MBThe economics of the media episode explores how the industry's current business model might be damaging our democratic norms and examines possibilities of how it could change.
Risk & Reward - with Dr. Julio Cacho
November 11, 2020 22:00 - 27 minutes - 18.6 MBRisk and reward are two sides of the same coin. This episode takes a deep dive into how they are related and how you should think about them when investing.
Financial Assets - Part 2 (Equity)
November 02, 2020 17:00 - 17 minutes - 12.1 MBEverything you need to know about equity in less than 25 minutes.
Financial Assets - Part 1 (Debt)
October 29, 2020 16:00 - 31 minutes - 21.5 MBPart 1 of a 2 part series on financial assets covering all things debt.
Financial Assets - Part 1 (Debt)
October 29, 2020 16:00 - 31 minutes - 21.5 MBPart 1 of a 2 part series on financial assets covering all things debt.
Active vs Passive Investing - Can you beat the market?
October 19, 2020 22:00 - 32 minutes - 22.6 MBWhat does science say about active and passive investing?
Active vs Passive Investing - Can you beat the market?
October 19, 2020 22:00 - 32 minutes - 22.6 MBWhat does science say about active and passive investing?
Market Timing - "I am going to wait till after the crisis to invest"
October 08, 2020 20:00 - 26 minutes - 18.5 MBThere is an allure to trying to time the market. Get it right and your investment returns will skyrocket, get it wrong and you will wish you had just left your money in cash.
Market Timing - "I am going to wait till after the crisis to invest"
October 08, 2020 20:00 - 26 minutes - 18.5 MBThere is an allure to trying to time the market. Get it right and your investment returns will skyrocket, get it wrong and you will wish you had just left your money in cash.
The Three Buckets - "I wish I had a rainy day fund"
October 01, 2020 20:00 - 27 minutes - 19.2 MBInvestors should split their money up into three buckets, Risk-Free, Sleep-well at night, and long term aggressive.