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Brian Portnoy

Co-founder of Shaping Wealth and author of several books on behavioral finance and investing, including "The Investor''s Paradox" and "The Geometry of Wealth". He emphasizes a human-centric approach to financial planning.

Top 5 podcasts with Brian Portnoy

Ranked by the Snipd community
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20 snips
Jun 29, 2023 • 1h 15min

Episode 259: Comprehensive Overview: Estimating Expected Returns

Join us as we present a compilation of segments on expected returns and the dynamics that shape investment outcomes. We deep dive into the world of financial predictions and gain a comprehensive understanding of how expected returns influence your financial decision-making. We also go back to the episode with Dr. Brian Portnoy where we delved into his book, The Geometry of Wealth. Lastly, joining our conversation is our colleague Matt Gour who discusses The Power of Moments by Chip and Dan Heath. We discuss how extraordinary moments have the power to shape our lives and the pivotal importance of crafting unforgettable experiences. Tune in now!   Key Points From This Episode:   What Pressor Fama had to say about expected returns. (0:03:35) Looking at returns through a historical lens with Professor Goetzmann. (0:08:23) Professor Cederburg explains the usefulness of historical data. (0:11:38) Hear Professor Cochrane’s perspective on expected returns. (0:15:19) Professor Cornell shares his contrasting view on historical returns. (0:23:41) We recap our discussion with Professor French about uncertainty. (0:34:23) Breaking down the conventional viewpoint of uncertainty with Professor Pastor. (0:38:34) A brief overview of our approach to estimating expected returns. (0:44:03) Highlights from our conversation with Dr. Brian Portnoy about his book. (0:47:56) Matt Gour joins us for our weekly book review of The Power of Moments. (0:51:15) He shares an impactful moment from his childhood. (0:54:04) We unpack a main takeaway from the book: the peak-end rule. (0:56:23) The four elements needed to create a defining moment. (0:57:51) Learn about the different types of defining moments. (1:01:02) How to be deliberate about creating powerful moments. (1:01:02) Main takeaways from the book. (1:04:55) The aftershow, planned meetups, upcoming projects, and more. (1:07:15)   Participate in our Community Discussion about this Episode: https://community.rationalreminder.ca/t/episode-259-comprehensive-overview-estimating-expected-returns-discussion-thread/24077 Book From Today’s Episode: The Geometry of Wealth: How to shape a life of money and meaning — https://amzn.to/46qpjl5 The Power of Moments: Why Certain Experiences Have Extraordinary Impact — https://amzn.to/3pmYJJb Links From Today’s Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.  Rational Reminder Website — https://rationalreminder.ca/  Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on Twitter — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Nick Maggiulli on Instagram — https://instagram.com/nickmaggiulli Benjamin on Twitter — https://twitter.com/benjaminwfelix Cameron on Twitter — https://twitter.com/CameronPassmore 'Financial Planning Assumptions for Market-Cap Weighted and Factor Tilted Portfolios – Methodology Guide' — https://www.pwlcapital.com/resources/financial-planning-assumptions-for-market-cap-weighted-and-factor-tilted-portfolios-methodology-guide/  Episode 38: Feelings in the Decision Making Process — https://rationalreminder.ca/podcast/38 Episode 92: Dr. Moira Somers and Dave Goetsch — https://rationalreminder.ca/podcast/92 Episode 100: Professor Kenneth French — https://rationalreminder.ca/podcast/100 Episode 102: Dr. Brian Portnoy — https://rationalreminder.ca/podcast/102 Episode 124: Professor Lubos Pastor — https://rationalreminder.ca/podcast/124 Episode 151: Professor Brad Cornell — https://rationalreminder.ca/podcast/151 Episode 169: Professor John Cochrane — https://rationalreminder.ca/podcast/169 Episode 189: Regret (and How to Read More w/ Neil Pasricha) — https://rationalreminder.ca/podcast/189 Episode 200: Professor Eugene Fama — https://rationalreminder.ca/podcast/200 Episode 224: Professor Scott Cederburg — https://rationalreminder.ca/podcast/224 Episode 248: Professor William Goetzmann — https://rationalreminder.ca/podcast/248
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6 snips
Sep 18, 2024 • 13min

At the Money: Can You Have Too Much Money?

Brian Portnoy, a seasoned investment strategist and bestselling author, joins to discuss the complex relationship between money and happiness. They delve into whether wealth truly correlates with joy and explore the idea of diminishing returns on happiness linked to financial status. Portnoy highlights the emotional toll of financial comparison, stressing the importance of personal goals. The conversation also touches on the significance of intentionality in wealth management for achieving true fulfillment.
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Oct 16, 2023 • 15min

At the Money: Here's Why Investing Is So Hard

Brian Portnoy, author of 'The Geometry of Wealth' and 'The Investors Paradox,' explains why investing is difficult due to our evolutionary instincts. The podcast explores the challenges of investing, the power of stories and herding, and the role of emotions in decision-making. It emphasizes reframing investing and being aware of emotions for financial success.
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Jun 3, 2024 • 1h 2min

Brian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life

Brian Portnoy, a leading expert on the psychology of money, discusses the emotional and psychological aspects of money, the concept of funded contentment, and the four Cs (connection, control, competence, and context) that contribute to a sense of contentment and fulfillment. The conversation explores how experiences have a longer-lasting impact on happiness than possessions and emphasizes aligning investments with personal values for wealth growth and a meaningful life.
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Dec 19, 2024 • 1h 15min

Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy

In this engaging discussion, Brian Portnoy, co-founder of Shaping Wealth and author on behavioral finance, shares insights on the evolving field of financial planning. He introduces 'behavioral finance 2.0,' highlighting the need for advisors to embrace clients' humanity. They explore concepts of identity, reflective happiness versus life satisfaction, and the importance of emotional intelligence in client interactions. The episode also presents Lydia, an innovative AI tool designed to enhance empathetic communication in financial advising, fostering deeper connections and meaningful dialogue.