Kate Stalter on how cognitive biases affect investment decisions – MAF151

This week I talk to Kate Stalter about cognitive biases and how they affect investment decisions.

She’s a journalist turned financial adviser so we also chat about how media coverage can influence people’s biases.

Welcome to episode 151 of the Marketing and Finance Podcast.

Kate Stalter on how cognitive biases affect investment decisions - MAF151

What you’ll hear about in this episode

  • Kate’s career from journalist to financial adviser, and more specifically financial educator
  • How news media across the globe affects investments decisions
  • The US perspective on active versus passive investments
  • Avoiding cognitive biases when making financial planning decisions
  • Home country bias and its effect on investment portfolios

Who is Kate Stalter?

Kate works for Better Money Decisions, a US financial adviser firm, and lives in Albuquerque.

She’s been a journalist writing in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on Investors.com and taught Investor’s Business Daily live seminars throughout the US.

She still contributes to Forbes, US News & World Report and TheStreet, but her main focus is helping clients around the US who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

Links:

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Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – MAF146

This week on the show my guest is Ramin Nakisa.

We chat about active versus passive investment strategies and the death of what Ramin describes as “The Alpha Cult”.

Welcome to episode 146 of the Marketing and Finance Podcast.

Ramin Nakisa on the death of the Alpha Cult: active versus passive investments - MAF146

What you’ll hear about in this episode

  • Why the belief active investments can consistently out-perform markets is known as “The Alpha Cult”
  • The difference between Alpha and Beta – active and passive
  • How the US is ahead of the UK in its attitude to these approaches
  • The role of the independent financial adviser as a teacher and financial coach
  • The investment philosophies of Jack Bogle and The Vanguard Group

Who is Ramin Nakisa?

Ramin is co-founder of Pension Craft Ltd. He specialises in investment research and strategy with a focus on producing actionable, global cross-asset allocation ideas to maximise return while managing risk. He focuses on an analytical and fundamental approach to investment.

Ramin has outstanding cross-asset knowledge, excellent presentation skills and a proven ability to present complex ideas in a simple way, exceptional writing skills honed through writing a weekly research publication and a finance book, the ability to transform a macro view into a position or trades, strong numerical analysis skills and the ability to implement those ideas in R, Excel or C++

Links:

If you enjoyed – Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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David Ferguson on keeping a start-up culture as your company grows larger – MAF131

This week my guest is David Ferguson from Nucleus.

I interviewed David as part of my preparation for my recent speech at Content Marketing Academy Live 2017. The talk was about keeping marketing simple as you grow from start-up to big company.

Nucleus has done this and David gave me some great tips which I weaved into my presentation. Listen to all of David’s ideas in this great chat.

Welcome to episode 131 of the Marketing and Finance Podcast.

David Ferguson on keeping a start-up culture as your company grows larger - Marketing and Finance Podcast Episode 131

What you’ll hear about in this episode

  • How to “Think big. Act small. Be humble.”
  • Keeping your marketing simple no matter how large your company grows
  • How to avoid compliance complexity in regulated industries
  • Putting together sensible social media practices
  • Using content and live events to engage with your customers

Who is David Ferguson?

After spending time as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus, David started Nucleus Financial. In 2016 the Scottish Government appointed David as one of their FinTech envoys for Scotland.

Nucleus is based a stone’s throw from where I used to work at Bright Grey, and indeed we’ve swapped marketing and cultural ideas over the years.

David is a prolific user of social media and a frequent media commentator.

David’s Contact links:

If you enjoyed – David Ferguson on keeping a start-up culture as your company grows larger – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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