Latest Investor psychology Podcast Episodes

Standard Deviations with Dr. Daniel Crosby artwork

Derek Hagen - The Role of Money in a Life of Meaning

Standard Deviations with Dr. Daniel Crosby - January 19, 2023 05:00 - 46 minutes ★★★★★ - 102 ratings
Tune in to hear: - What is the three part formula for meaning that Derek has proposed and how do these three aspects tend to shape a meaningful life? - What is the role of money in getting these three parts to work in unison? Can money help our lives be more purposeful, coherent and significan...

Standard Deviations with Dr. Daniel Crosby artwork

Laura Larios - Your Nervous System and Your Money

Standard Deviations with Dr. Daniel Crosby - January 12, 2023 05:00 - 47 minutes ★★★★★ - 102 ratings
Tune in to hear: - Why do we take our autonomic nervous system for granted and why does it have such a profound effect on our ability to be successful communicators? - What are the different hierarchical states of the nervous system and what role do each of these play in determining the storie...

Standard Deviations with Dr. Daniel Crosby artwork

Dr. Sonya Lutter - Love and Money

Standard Deviations with Dr. Daniel Crosby - December 15, 2022 05:00 - 36 minutes ★★★★★ - 102 ratings
Tune in to hear: - Why are love and money so uniquely combustible? - Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding? - What do you do if a couple is stonewalling one another? - Can understanding your partner’...

Standard Deviations with Dr. Daniel Crosby artwork

Alex Murguia and Wade Pfau - The Four Retirement Income Styles

Standard Deviations with Dr. Daniel Crosby - December 08, 2022 05:00 - 46 minutes ★★★★★ - 102 ratings
Tune in to hear: - What are some of the accomplishments of financial psychology thus far and where should we be headed next? - Why does Wade diverge from a lot of the popular thinking around insurance products and what does the industry get wrong when it comes to these products and retirement ...

Standard Deviations with Dr. Daniel Crosby artwork

Carl Richards (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby - December 01, 2022 05:00 - 51 minutes ★★★★★ - 102 ratings
Tune in to hear: - What are some problems that money solves well and what are some problems it does a poor job of solving? - Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why?  - Has Carl found any common thread between...

Standard Deviations with Dr. Daniel Crosby artwork

Tina Powell (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby - November 24, 2022 05:00 - 55 minutes ★★★★★ - 102 ratings
Tune in to hear: - What might account for the very low conversion rate following viral content on social media? - Are new followers a good metric for measuring the success of a post or not necessarily? - Why is it so difficult to “engineer virality” and why does this often fall flat? - Is it...

Standard Deviations with Dr. Daniel Crosby artwork

Anika Hoybjerg (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby - November 16, 2022 21:05 - 38 minutes ★★★★★ - 102 ratings
Tune in to hear: - What are some of the most common misconceptions about Anika’s work and more broadly about those on the autistic spectrum? - What is ABA and why is early intervention so important? - What might account for the precipitous growth in autism spectrum disorders? Is it superior d...

Standard Deviations with Dr. Daniel Crosby artwork

Shannon Spotswood (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby - November 10, 2022 05:00 - 49 minutes ★★★★★ - 102 ratings
Tune in to hear: - What about the investment world clicked for Shannon, and drew her in, at such a young age? - Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold? - Was it a difficult decision for Shannon to pivot from investment banking to managing a m...

Standard Deviations with Dr. Daniel Crosby artwork

Kurt Brown (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby - November 03, 2022 04:00 - 30 minutes ★★★★★ - 102 ratings
Tune in to hear: - How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise? - How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence? - When should investors look for passive vs. ac...

Standard Deviations with Dr. Daniel Crosby artwork

Tim Maurer - A Logos Centered Approach to Advising

Standard Deviations with Dr. Daniel Crosby - October 27, 2022 04:00 - 46 minutes ★★★★★ - 102 ratings
Tune in to hear: - What has Tim found helpful in helping clients to articulate their life purpose in a practical way? - What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?” - How can we practically communicate to cl...

Standard Deviations with Dr. Daniel Crosby artwork

Ashley Quamme - Bridging the Gap Between Money and Mental Health

Standard Deviations with Dr. Daniel Crosby - October 20, 2022 04:00 - 45 minutes ★★★★★ - 102 ratings
Tune in to hear: - A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor? - When should a financial advisor make a referral to a ...

Standard Deviations with Dr. Daniel Crosby artwork

Paul Craven - Magic’s Lessons for Behavioral Finance

Standard Deviations with Dr. Daniel Crosby - October 13, 2022 04:00 - 1 hour ★★★★★ - 102 ratings
Tune in to hear: - What can magic teach us about behavioral science and psychology and how does Paul marry these two worlds together? - How do magicians see the world differently? Does magic make you more or less skeptical and do you now move through the world differently as a result of knowin...

Standard Deviations with Dr. Daniel Crosby artwork

Dr. Ben Hunt - Reading the Metanarrative’s Subtext

Standard Deviations with Dr. Daniel Crosby - October 06, 2022 04:00 - 44 minutes ★★★★★ - 102 ratings
Tune in to hear: - Dr. Hunt often questions - why am I hearing this now? Why is Dr. Hunt calling for greater thoughtfulness around timing? - How can we be thoughtful about “weaponized narratives” without succumbing to seeing boogeyman around every corner? - How do we think about this narrativ...

Standard Deviations with Dr. Daniel Crosby artwork

Ann Garcia - How to Pay for College

Standard Deviations with Dr. Daniel Crosby - September 29, 2022 04:00 - 43 minutes ★★★★★ - 102 ratings
Tune in to hear: - Is this an era of particularly anti-college sentiments? - How can we incentivize the shift to better align societal needs with colleges? - How should you think about and weigh the personal passion angle vs. the job security angle when counseling families on potential colleg...

Standard Deviations with Dr. Daniel Crosby artwork

Tom Morgan - Personal Myth Making

Standard Deviations with Dr. Daniel Crosby - September 22, 2022 04:00 - 39 minutes ★★★★★ - 102 ratings
Tune in to hear: - What is the role of personal myth making in ameliorating the psychological crisis of modernity that we find ourselves in? - Thinking about the current state of generalized despair at play in the world - are we consuming the wrong messages as we move through the world? - Wha...

Standard Deviations with Dr. Daniel Crosby artwork

Morgan Housel - The Psychology of Money (Your Questions Answered)

Standard Deviations with Dr. Daniel Crosby - September 15, 2022 04:00 - 49 minutes ★★★★★ - 102 ratings
Tune in to hear: - Which of the ideas from ‘The Psychology of Money’ does Morgan find most useful in his own life? If he had to re-release the book today, what would he change about it or omit from the book? - What did Morgan expect readers to takeaway from the book and how does that contrast ...

Standard Deviations with Dr. Daniel Crosby artwork

Taylor Schulte - An Abudance Mindset (Live from San Diego)

Standard Deviations with Dr. Daniel Crosby - September 08, 2022 04:00 - 41 minutes ★★★★★ - 102 ratings
Tune in to hear: - Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this? - What role should community play for advisors and what can community provide th...

Standard Deviations with Dr. Daniel Crosby artwork

Taylor Schulte - An Abundance Mindset (Live from San Diego)

Standard Deviations with Dr. Daniel Crosby - September 08, 2022 04:00 - 41 minutes ★★★★★ - 102 ratings
Tune in to hear: - Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this? - What role should community play for advisors and what can community provide th...

Standard Deviations with Dr. Daniel Crosby artwork

Cullen Roche - Debunking Common Investment Myths (Live from San Diego)

Standard Deviations with Dr. Daniel Crosby - September 01, 2022 04:00 - 37 minutes ★★★★★ - 102 ratings
Tune in to hear: - What is “all duration investing” and what behavioral upside might this approach have for investors? - How can you better organize a bucketing approach to reflect those investments’ time horizons? - What about the tendency for all time horizons to become today in the face of...

Standard Deviations with Dr. Daniel Crosby artwork

Shabana Siyed - Creating Authentic Content (Live from LA)

Standard Deviations with Dr. Daniel Crosby - August 25, 2022 04:00 - 36 minutes ★★★★★ - 102 ratings
Tune in to hear: - A lot of the best content creators in this industry are a bit edgy. How can very large companies create good content when they are almost, by definition, required to not be edgy? - If your brand wants to be honest about who they are - how do you begin to introspect and have ...

Standard Deviations with Dr. Daniel Crosby artwork

Alex Chalekian - Financial Literacy that Sticks (Live from LA)

Standard Deviations with Dr. Daniel Crosby - August 18, 2022 04:00 - 38 minutes ★★★★★ - 102 ratings
Tune in to hear: - What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space?  - Knowing what we know about behavior, what does effective financial literacy education look like? - Is there a way we can take the fight...

Standard Deviations with Dr. Daniel Crosby artwork

Melina Palmer - Harnessing Surprise and Delight

Standard Deviations with Dr. Daniel Crosby - August 11, 2022 04:00 - 53 minutes ★★★★★ - 102 ratings
Tune in to hear: - What are some of the psychological mechanisms that make our vision of ourselves so cloudy at times? - If Melina hoped to draw out a deeply personal answer to the question “what are your financial goals,” how would she go about constructing the question? - What are the hallm...

Standard Deviations with Dr. Daniel Crosby artwork

Dr. Ashvin Chhabra - Mental Accounting for Improved Investor Behavior

Standard Deviations with Dr. Daniel Crosby - August 04, 2022 04:00 - 30 minutes ★★★★★ - 102 ratings
Tune in to hear: - What does Ashvin propose as a better measure of investor success above risk adjusted returns? - What are the two main reasons why we invest? Ashvin thinks that, with a traditional portfolio, we will be disappointed with at least one of these two dimensions at any given momen...

Standard Deviations with Dr. Daniel Crosby artwork

Samantha Lamas - The Complicated Art of Making Things Simple

Standard Deviations with Dr. Daniel Crosby - July 28, 2022 04:00 - 32 minutes ★★★★★ - 102 ratings
Tune in to hear: - Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face? - Why might psychological shortcuts potentially lead to gender bias in asset allocation? - Are there any salient differences between men and women, on a...

Standard Deviations with Dr. Daniel Crosby artwork

Dr. Sarah Asebedo - Resolving Financial Conflict

Standard Deviations with Dr. Daniel Crosby - July 21, 2022 04:00 - 49 minutes ★★★★★ - 102 ratings
Tune in to hear: - What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias? - What is the “three good things” intervention and why does it work? ...

Standard Deviations with Dr. Daniel Crosby artwork

Dr. Kristy Archuleta - Lessons from Financial Therapy

Standard Deviations with Dr. Daniel Crosby - July 14, 2022 04:00 - 47 minutes ★★★★★ - 102 ratings
Tune in to hear:  - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline? - What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planne...

Standard Deviations with Dr. Daniel Crosby artwork

Nick Maggiulli - Personal Finance Myth Busting

Standard Deviations with Dr. Daniel Crosby - July 07, 2022 04:00 - 40 minutes ★★★★★ - 102 ratings
Tune in to hear: - How did Nick land on a kinder, more gentle approach, to personal finance? - What is the least conventional bit of financial advice that a reader may come across in Nick’s new book? - Nick’s new book states that most savings advice is problematic - where does he differ from ...

Standard Deviations with Dr. Daniel Crosby artwork

Tim Houlihan - Change Behavior with this Simple Framework

Standard Deviations with Dr. Daniel Crosby - June 30, 2022 04:00 - 49 minutes ★★★★★ - 102 ratings
Tune in to hear: - If Tim could personify himself as a guitar, what type of guitar would he be? - Tim thinks that engagement, performance and persuasion all begin with behavioral science and that behavioral science begins with the unconscious. What does this mean from a scientific perspective ...

Standard Deviations with Dr. Daniel Crosby artwork

Steve Atkinson - The Admired Advisor

Standard Deviations with Dr. Daniel Crosby - June 23, 2022 04:00 - 39 minutes ★★★★★ - 102 ratings
Tune in to hear: - When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor? - From the outside looking in (...

Standard Deviations with Dr. Daniel Crosby artwork

Jeff Levine - How to Reduce Your Tax Burden

Standard Deviations with Dr. Daniel Crosby - June 16, 2022 04:00 - 49 minutes ★★★★★ - 102 ratings
Tune in to hear: - Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first place? - What is keeping us from a more simplified tax code? Is it really as complicated as it appears or is there some subterfuge here where ...

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