Standard Deviations with Dr. Daniel Crosby
294 episodes - English - Latest episode: 11 days ago - ★★★★★ - 102 ratingsThe Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more.
Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/
Standard Deviations is presented by Orion.
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Episodes
Rob Gardner - Financial Wellness in a World Worth Living In
February 17, 2022 05:00 - 58 minutes - 53.8 MBTune in to hear: - Why is ESG such an important part of Rob’s financial practice? - How can we achieve financial wellness without merely paying lip service to things like environmentalism? - How can the average client strike an ideal balance of the three attributes of ESG? - Rob grew up in Argentina during a time of extreme inflation. What did these formative years in this environment teach him about financial wellness? - What practical steps can we take to reduce the wealth gap and en...
Michelle Arpin Begina - Writing a New Money Story
February 10, 2022 05:00 - 48 minutes - 44.4 MBTune in to hear: - Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such conspicuous consumption? - Where do our money scripts originate from? Are we shaped definitively by our environment & upbringing or can we forge a new path for ourselves? - How did Michelle come to a place where she was more comfortable reckoning with her own money story and opening up about this to others? - How can we be aware of different lif...
Spencer Jakab - The Psychology of Meme Stocks
February 03, 2022 05:00 - 42 minutes - 39.1 MBTune in to hear: - What in particular about the environment, including the pandemic and lockdown, contributed to the sort of fervor and madness we saw around meme stocks like Gamestop? - Risk, excitement and novelty were somewhat systematically stripped from our lives during the initial quarantine - what role, if any, did this play in the meme stock phenomenon? - How did the trading apps themselves, and the gamification of trading, catalyze some of these behaviors? - Who is Keith Gill an...
Emily Guy Birken - Your Super Serious Guide to Modern Money Management
January 27, 2022 05:00 - 44 minutes - 41 MBTune in to hear - Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Management?’ - What is “the one magical idea to rule them all” that Emily and Joe lay out in their book? - Do we ever need to do more digging to ensure that our financial goals are personal and authentic enough that they give us the fuel to take on the tough parts of saving and investing for our future? - Should we try to maximize our earning poten...
James Fletcher - ESG and EM with Ethos Invest
January 06, 2022 05:00 - 44 minutes - 40.5 MBTune in to hear: - Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control more of the market share than ever before? - What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors? - How are ESG like suggestions typically met by the companies that James invests in? - What’s it like to run a high conviction fund? How does James think about conviction and diversifi...
Brendan Frazier - The Fuel and Friction Model of Behavioral Finance
December 30, 2021 05:00 - 47 minutes - 43.7 MBTune in to hear: - Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clients don’t put a lot of value on it. How can we bridge this gap and help our clients see how much value we can deliver here? - Brendan claims that many advisors are creating “reverse rapport” in their first client meetings. What does he mean by this and how are they getting it wrong? - How do we help our clients prepare for an uncertain futu...
Phil Huber - The Case for Alternative Investments
December 23, 2021 05:00 - 52 minutes - 48.4 MBTune in to hear: - What are some potential arguments against a traditional 60/40 portfolio and how do they hold up? - How would Phil define alternative investments? Also, is their bad reputation deserved for any reason and where did this reputation originate from? - What are 2-3 potential criteria to help discern the which alts can act as legitimate diversifiers in your portfolio vs. those that might have some bad actors or ulterior motives? - What is one of the alternative investment st...
Kristin Shea - The Six Pillars of Neuromarketing
December 17, 2021 18:58 - 54 minutes - 50.3 MBTune in to hear: - What exactly is Neuromarketing and what makes it so powerful? - There are more brands and advertisements vying for our attention every year. How does Nueromarketing fit into this picture and help brands really stand out? - What are the six pillars of Neuromarketing that Kristin eventually settled on and where did she source these ideas from? - Why is making marketing highly personal so important and what might a concrete example of this look like within financial servi...
Dr. Mary Bell Carlson - The Lessons of Financial Therapy
December 09, 2021 05:00 - 45 minutes - 41.3 MBTune in to hear: - What are some unique financial considerations for those with high-level government security clearances? - What role does financial instability often play in cases of corporate and governmental espionage? - Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population? - We often have very different subjective realities than our partners regarding personal finance. How can we bette...
Robert Sofia - The Five Principles of Marketing Psychology
December 02, 2021 05:00 - 36 minutes - 33.2 MBTune in to hear: - Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it in a way that doesn’t land flat on its face or go too far? - How can one evoke an emotional response in a nuanced way without seeming corny or disingenuous? Are there certain business for whom this approach may not be effective? - How can a marketing approach build familiarity without becoming overly repetitive, rote or in your face? - Irresis...
Brad Johnson - Investing in Trading Cards
November 25, 2021 05:00 - 51 minutes - 46.7 MBTune in to hear: - How did Brad originally get into the finance industry and how did he get into trading cards? - What are some of the draws, or compulsions, that get people into card collecting? - What time period was referred to as “the junk wax era” in Baseball Cards and why was this such a poor time to collect? - Are there any big takeaways that we can learn about broader capital markets from the ebbs and flows of sports trading card history? - "Fanatics" is taking over Topps long h...
Emilie Hill - “The Market is Uncertainty Distilled”
November 18, 2021 16:22 - 41 minutes - 37.9 MBTune in to hear: - Is the market always crazy or does it go through long periods of predictability in many peoples’ lifetimes? Is uncertainty implicit in capital markets? - There’s always going to be a reason to fear, there’s always going to be a reason not to invest. What pragmatic steps can we take to invest thoughtfully in the face of this? - Why might concentrated, active portfolios make more sense for some subset of the population? - What are some potential catalysts that could brin...
Dr. Julie Ragatz - Empathy and the History of Behavioral Economics
November 11, 2021 05:00 - 53 minutes - 48.9 MBTune in to hear: - What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins? - What was the larger zeitgeist that gave rise to an envy of physics, and hard science, within economics? - Are there commonly used methods in the world of financial planning that may be rooted in some unexamined assumptions? - When consulting clients, how do we strike a balance between realizing that our theories and knowledge will always be imperfect whil...
Robert Balentine - Three Principles for Enduring Wealth and Legacy
November 04, 2021 04:00 - 46 minutes - 42.7 MBTune in to hear: - The old American adage of “shirtsleeves to shirtsleeves in three generations” seems to be an enduring sentiment across many other cultures. Why is it such a tricky thing to sustain wealth across multiple generations and what can be done to remedy this? - Why is pointing the finger at the third generation an overly reductive approach? What could the first generation do differently to help sustain their wealth legacy? - For those who want to leave a financial gift to futu...
Penny Phillips - The Power of Practice Management for Financial Advisors
October 14, 2021 05:00 - 43 minutes - 39.4 MB- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices? - If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list? - What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about...
Dr. Steve Wendel - Designing for Behavior Change
October 07, 2021 04:00 - 38 minutes - 35.2 MBTune in to hear: - Morningstar recently conducted an in-depth study on the financial biases that people bring to the table. What are the real world, fiscal impacts of these biases? - In the study, were they able to quantify a percentage or a dollar amount difference between biased and unbiased folks? - 2% of people in their study showed no evidence of bias - are their really people out there that are almost completely bias free, or was this an anomaly in the study? - There was only one b...
Ric Edelman (Live from Ascent)
September 30, 2021 04:00 - 26 minutes - 24.4 MBTune in to hear: - Ric Edelman started off as a reporter - does Ric think that an advisor could start “Edelman 2.0", so to speak, using the same formula with education at the forefront? - Why might it be wise to “narrowcast” rather than broadcast? - What are two or three actionable steps that American investors can take now? - Why does Ric think that Blockchain technology is one of the top four inventions in the history of commerce? - How does one strike a balance between being enthusia...
Phillip Toews (Live from Ascent)
September 23, 2021 04:00 - 23 minutes - 21.6 MBTune in to hear: - Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the findings of behavioral finance into actual asset management. How can we be better about balancing the two? - Toews’ portfolios attempt to anticipate declines. How specifically does he go about that and what specific signals is he looking for? - How can we think about tactical signals in a world that moves so quickly, like we saw with the corona cri...
Dr. Tom Howard - Behavioral Portfolio Management
September 16, 2021 04:00 - 47 minutes - 43.8 MBTune in to hear: - What event prompted Dr. Howard to move from using a market efficiency / rational markets framework to a framework of behavioral finance? - How can we discover market inefficiencies that are exploitable if the price is almost always wrong and not reflecting true value? - If the behavioral dislocations of market prices are so vast, and the price is always wrong, why is the industry so bad at generating persistent returns? - It appears that the “best ideas” of active man...
Gagan Biyani - Lessons from a Lifelong Entrepreneur
September 09, 2021 16:56 - 38 minutes - 35.7 MBTune in to hear: - What was the process of launching Dr. Biyani’s business Udemy like? - As an entrepreneur, how do you know when you’re a visionary that may be early to an idea vs. when the market is simply telling you your idea isn’t worthwhile? - What advantages does virtual learning have over traditional learning and where might it fall short? - Does Dr. Biyani think that a lot of the all-star talent in a particular field get pulled into online teaching, leaving universities weakened...
Dr. Gagan Biyani - Lessons from a Lifelong Entrepreneur
September 09, 2021 16:56 - 38 minutes - 35.7 MBTune in to hear: - What was the process of launching Dr. Biyani’s business Udemy like? - As an entrepreneur, how do you know when you’re a visionary that may be early to an idea vs. when the market is simply telling you your idea isn’t worthwhile? - What advantages does virtual learning have over traditional learning and where might it fall short? - Does Dr. Biyani think that a lot of the all-star talent in a particular field get pulled into online teaching, leaving universities weakened...
Drs. Chase and Pogge (Live From Ascent)
September 01, 2021 17:24 - 36 minutes - 33.6 MBTune in to hear: - What gap did Dr. Chase see in the market? How has investment talent been traditionally vetted and how does this compare to how it optimally should be? - What specific personality assessments do they use and how do they settle on these? - How do Drs. Chase and Pogge utilize Rorschachs to vet different personality styles? - Taking results from a test like The Big 5 at face value might not tell you enough about someone’s personality. How can we further break these down in...
Dr. Sarah Newcomb - Rewriting Your Money Story
August 31, 2021 21:37 - 1 hour - 74.2 MBTune in to hear: - Why do conversations about finances often take on such a moralistic tenor? - Is the moralizing of money a uniquely American problem or does this happen all over the world? - How can we accrue the benefits of being well off without falling prey to the lack of passion that can accompany this at times? - The possession-self link states that we don’t necessarily differentiate between the things we are and who we are. How does this play out practically? - Those with a clea...
Eben Burr - Creating a Client Plan
August 26, 2021 04:00 - 1 hour - 56.6 MBTune in to hear: - In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their advisors were likely to say about them. Men had a similarly outsized response and were three times more likely than women to say they were knowledgable. Are clients overestimating their ability to understand markets or are their advisors not giving them enough credit? - What can the financial services community do to minimize the delta betwee...
Jordan Hutchison - Flow States in Finance
August 19, 2021 04:00 - 37 minutes - 34.3 MBTune in to hear: - What is “flow” in a behavioral science context? - How do you begin to measure and study something like flow, which seems very ephemeral and hard to pin down? - Is it possible to reach a flow state performing a task/job you dislike? - How to we push past the stumbling block phase, with a challenging skill like drawing or skateboarding, and eventually work to a level of expertise or ease where flow states become possible? - We have a good sense of what flow looks like i...
Charlotte Blank - The Science of Motivation
August 12, 2021 11:57 - 35 minutes - 32.5 MBTune in to hear: - What does Charlotte’s day to day role as a Chief Behavioral Officer look like? - Has the science of motivating employees shifted a great deal since The Great Depression or do other cultural or economic factors play into people’s loyalty to a particular company? - How accurately can people assess what motivates them to work? - What wrong assumptions do people routinely make about what motivates human behavior? - What is a simple randomized control trial (RCT) that a bu...
Niching Down with Reese Harper of Elements
July 23, 2021 10:25 - 56 minutes - 52.2 MBTune in to hear: - Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no to everything else and how did choosing such a specific niche serve him well? - How did he land on dentists, in particular, as his niche? - Why do dentists, on average, retire 6 years later than their fellow Americans when they make 4x as much as the average American? - Dentists and Financial Advisors have the highest rates of suicide of a...
Dr. Preston Cherry - Unique Financial Considerations for Unique Personalities
July 08, 2021 05:00 - 34 minutes - 31.2 MBTune in to hear: - How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality traits in novel ways to better help them problem solve? - How were The Big 5 traits ultimately arrived upon? - How might one shift communication with their client if the client displays high levels of anxiety? Should the actual asset allocation look different for them or is the anxiety simply approached in the coaching process? - How can finan...
Jeff Kreisler - Dollars and Sense: The Psychology of Money
July 01, 2021 05:00 - 45 minutes - 41.2 MBTune in to hear: - How did Jeff’s professional path evolve from lawyer, to standup comedian and finally to behavioral science / economics? - What lessons could behavioral science stand to learn from the art of standup comedy? - If two different comedies tell a joke with similar content, the joke might land for one of them while feeling really caustic and tone deaf for the other. What might account for this difference and how can one exude more empathy and authenticity in such a retelling?...
Richard Nisbett - Does Introspection Actually Matter?
June 24, 2021 05:00 - 49 minutes - 45.4 MBTune in to hear: - On a previous podcast, Richard Nisbett expressed that the most central message of psychology is that we have no access to most of what goes on in our heads. What studies are illustrative of this dramatic conclusion he reached? - What are the implications of this stream of thought, particularly in regards to free will and determinism? - In light of this research, are things like introspection valuable or do they simply feel meaningful? - If environment is highly influen...
Anthony Oneal - Building Your Network, Networth, Mindset and Spirit
June 18, 2021 05:00 - 28 minutes - 26 MBTune in to hear: - How did Anthony move from being homeless, and in a great deal of debt, to being one of the nation’s top educators on money matters and part of the Dave Ramsey franchise? What four steps were critical in this journey? - Anthony stresses the importance of intentionality in one’s spiritual journey, network journey, net worth journey and their overall mindset. Are these elements broadly applicable to the general population, or did they simply work for Anthony? - Where does ...
Joe Saul-Sehy - Three Steps to Mastering Personal Finance
June 15, 2021 00:00 - 46 minutes - 42.2 MB- Three steps to mastering personal finance. - What is the knowledge or education gap in financial literature that Joe Saul-Sehy’s new book ‘Stacked’ fills? - What role might humor play in a successful financial plan? - How can we move people towards financial goals that are more visceral and poignant and away from mimetic, or culturally inherited, goals? - Why is automation such a powerful financial tool and how does Joe recommend people best utilize it? - What advice does John Saul of...
Colin Lancaster - Fed Policy and its Implications
June 10, 2021 00:00 - 30 minutes - 27.7 MBTune in to hear: - What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within the market, but why were they of particular interest in this cycle? - Are investors primed for misbehavior because of what we went through last year? - Learn more about Colin’s new book Fed Up: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader - Colin believes that both Quantitative Easing and Central Banks have a net n...
Michael Falk - Emotional Intelligence as Investment Alpha
June 01, 2021 00:00 - 46 minutes - 42.7 MBTune in to hear: - What might the personality of an ideal hire for a leadership position in asset management look like? - How can one measure things like emotional intelligence and curiosity that can seem kind of ethereal or hard to get your arms around? - Has Michael come across any counterintuitive, or surprising, discoveries in his research as he’s tried to fill talent gaps in the financial services industry? - How does a company best walk the line between having adequate conflict, to...
Carl Richards - How to Make and Keep Financial Goals
May 20, 2021 19:49 - 51 minutes - 46.8 MBTune in to hear: - Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors? - What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart? - How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision? - How d...
Jamie Hopkins - How to Think About Retiring
May 13, 2021 04:00 - 48 minutes - 44.8 MBTune in to hear: - Is the classic retirement trope of working hard until your 65 and retiring to a life of leisure sort of an antiquated way of thinking about retirement? - Is the prospect of people having to work later in their life net good or net negative for most individuals? - Research shows that people who are retired, on average, are happier than those who aren’t. However, there’s also an outlier group of retired individuals who are much more depressed than those who continue to wo...
Q & A with Michael Batnick of Animal Spirits
May 06, 2021 15:52 - 43 minutes - 39.8 MBTune in to hear: - Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assumptions does it make? - When yields on a 50/50 stock and bond portfolio, yields are historically anemic right now. What are investors supposed to do in a time like this and how do we prevent them from just chasing yield and moving up the risk spectrum? - What has Michael’s personal experience with NFTs been like and how does he think about that par...
Mike Carter - Mission Driven Capitalism
April 29, 2021 00:00 - 34 minutes - 31.8 MBTune in to hear: - Why is Adam Smith considered to be the original behavioral economist? - Mike is advocating for mission driven capitalism. How does this contrast with a more classic approach to Capitalism that’s focused on shareholder value? - Why might mission driven corporations outperform the S&P 500? Is there a specific mechanic at play here? - How can consumers and investors separate out true mission driven corporations from those that are merely posturing as mission driven corpor...
Cady North - The Resiliency Effect
April 22, 2021 00:00 - 38 minutes - 35.3 MBTune in to hear: - Why do we often defer our dreams for so long and how might we be more proactive in seeking them out? - Reflecting back on their lives, many people wish they had taken more risks. Why might we see this with such clarity at the end of our lives, while actually living it in the present is so difficult for most of us? - Is “following your dream” good advice for everyone, or do you have to be situated in a certain way to pursue this in a meaningful way? Is this a biased conc...
Dr. Richard Smith - The Stock Market as a System
April 15, 2021 01:00 - 48 minutes - 44.7 MBDr. Richard Smith believes that risk literacy is essential not only for independent investors; it’s essential for anyone looking to succeed in today’s exploding digital marketplaces. Pulling from his expertise in mathematics and technology, Dr. Smith advises his clients on how to navigate the noise and distractions presented by the media and social platforms, allowing them to direct their attention to the things that matter most in their personal & investment lives. Dr. Smith studied mathema...
Tra Williams - Boss Brain: The Future of Entrepreneurship
April 05, 2021 22:22 - 45 minutes - 41.2 MBTune in to hear: - Why does Tra’s new book on entrepreneurship, Boss Brain, start with a focus on evolutionary psychology and brain science? - Does our wiring lead to a certain determinism or can we embolden ourselves by understanding our inner workings? - What are some cases where business owners confuse predictability with control? - Currently, 93% of people are working for the other 7% of people - Tra predicts that, unless swift action is taken, 99% of us will work for the other 1%. W...
Daniel Crosby & Neil Bage - The Laws of Wealth
April 01, 2021 05:00 - 50 minutes - 45.9 MBThis week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we turn the tables and Neil interviews Daniel in celebration of the 2nd Edition release of Dr. Crosby's book 'The Laws of Wealth.' Tune in to hear: How does one go about controlling the controllable in their personal and financial life and what does one do if som...
JC Parets - Prioritizing Price Action
March 30, 2021 05:00 - 46 minutes - 42.3 MBJC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to investors worldwide. He also has his own podcast, Technical Analysis Radio, which helps others grow their knowledge of technical analysis. JC grew up in Miami, FL and is a big sports fan. When he’s not looking through charts, he’s probably cooking, eating or watching a game. JC is also a certified sommelier and sake expert. Tune in to hear: - Wh...
JC Parets - Technical Analysis Meets Behavioral Finance
March 30, 2021 05:00 - 46 minutes - 42.3 MBJC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to investors worldwide. He also has his own podcast, Technical Analysis Radio, which helps others grow their knowledge of technical analysis. JC grew up in Miami, FL and is a big sports fan. When he’s not looking through charts, he’s probably cooking, eating or watching a game. JC is also a certified sommelier and sake expert. Tune in to hear: What...
Johnny Sandquist - Empathic Advertising
March 25, 2021 05:00 - 47 minutes - 43.2 MBJohnny Sandquist is the Founder & CEO of Three Crowns Marketing. He's focused on supporting RIA firms and advisor technology companies for over a decade now. He has a wife and three kids and is a huge Star Wars geek. Tune in to hear: Does Johnny advise his marketing clients to avoid or pursue engaging their target market by taking a stance on divisive, political issues? If so, what might be the most prudent way to approach this? In such a painful and tumultuous time, like Coronavirus, how...
Lindsey Bell and Callie Cox of Ally - Investor Psychology in 2021
March 23, 2021 04:59 - 48 minutes - 44.7 MBLindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets. She is also President of Ally Invest Advisors, responsible for its robo advisory offerings. Lindsey has a broad background in finance, with experience on the buy-side and sell-side, in research, and in investment banking, and has held roles at JPMorgan, Deutsche Bank, Jefferies, and CFRA Research. Lindsey holds a passion for teaching individuals...
Lindsey Bell and Callie Cox of Ally - Due Diligence
March 23, 2021 04:59 - 48 minutes - 44.7 MBLindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets. She is also President of Ally Invest Advisors, responsible for its robo advisory offerings. Lindsey has a broad background in finance, with experience on the buy-side and sell-side, in research, and in investment banking, and has held roles at JPMorgan, Deutsche Bank, Jefferies, and CFRA Research. Lindsey holds a passion for teaching individuals ...
Stacy Havener - The Power of a Story
March 18, 2021 05:00 - 48 minutes - 44.5 MBIn 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a select group of high quality managers. Well recognized for her expertise in the Registered Investment Advisor and wealth management channel, Stacy has significant experience in product development as well as raising assets through successful distribution strategies. Previously, Stacy was a co-founder of third party marketing firm Candlewood Advisor...
Nathan Astle - Empathy in Advising
March 16, 2021 05:00 - 36 minutes - 33.2 MBNathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skills. This will help them be better at their jobs, retain more clients, and improve the quality of care. Tune in to hear: What are some of the key differences and similarities between financial therapy, clinical psychology and behavioral finance? While we fixate on money and wealth in popular culture and in the media, Americans are also really r...
Tim Holland - Making Sense of the 2020 Market
March 11, 2021 06:00 - 33 minutes - 31 MBTim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim ...