The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving

548: Experiencing The American Dream with Mark Matson

May 5, 2025
Mark Matson, founder of Matson Money and an innovator in evidence-based investing, discusses the pitfalls of traditional financial advice. He reveals how many investors are misled by Wall Street and the psychology that drives poor decisions. Mark emphasizes the transformative power of storytelling and the value in 'doing nothing' during market volatility. He also reflects on a life-changing medical experience that reshaped his views on purpose, relationships, and ethical investing, urging a shift towards aligning financial strategies with personal values.
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ANECDOTE

Breaking Away from Broken Investing

  • Mark Matson discovered the investing industry was broken within three years of starting in finance.
  • He left speculation behind and adopted academic investing principles after going back to school at the University of Chicago.
ADVICE

Be a Truth Teller for Investors

  • Position yourself as a truth teller standing up for investors against Wall Street's harmful practices.
  • Educate clients on academic investing to protect them from toxic investments and industry panic.
INSIGHT

Human Bias Overrules Knowledge

  • Knowing investment principles doesn't ensure people will follow them due to human biases and emotions.
  • More speculation now exists because technology enables easy gambling with money like on platforms such as Robinhood.
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