Our guest on this episode is Dr. Daniel Crosby, New York Times bestselling author and Chief Behavioral Officer at Orion Advisor Solutions. Daniel joins us to discuss his new book - The Soul of Wealth: 50 Reflections on Money and Meaning. We discuss simple actions everyone can take to apply the lessons of behavioral finance to their own investing - actions that have a shockingly large impact on wealth accumulation. Daniel talks about why even the most experienced professional investors might benefit from having a financial advisor and how new research on willpower can help us be more effective investors. We end with an overview of Daniel’s new research on the three principles that seem to drive the most purposeful lives.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on SubStack & read his Book.
Follow Daniel on LinkedIn and read his book.
Episode TimeStamps:
02:09 - Introduction to Daniel Crosby
07:55 - What caused Crosby to write his book?
11:28 - How would Crosby like people to read his book?
13:40 - Does there exist a perfect moment to invest?
17:19 - Crosby's perspective on valuations
21:08 - Does it makes sense to use financial advisors?
25:33 - Taking the worst case off the table
30:00 - How to achieve psychological, financial safety with a low budget
32:25 - The relationship between fees and performance
34:47 - Giving your accounts a purpose
38:04 - The name of your accounts matters
41:23 - We have been wrong about will power
45:01 - Off-loading your mental bandwidth
46:42 - The cheat meal of your financial life
48:03 - Are we thinking too much about happiness?
Copyright © 2025 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
