Talking Billions with Bogumil Baranowski

Jeff Henriksen | Deep Dive: Behavioral Finance: The New Frontier Or The Last Advantage in Investing


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My guest today is Jeff Henriksen. He is the CEO and founder of Thorpe Abbotts Capital, LLC. He is also an Associate Fellow at the University of Oxford and a contributor to Forbes.

 

Over the last ten years, Jeff has gained knowledge and experience as a private investor with a focus on behavioral finance. Although his investment style is rooted in the teachings of traditional value-oriented thinkers, Jeff’s philosophy centers on understanding the behavioral factors behind mispricing to unlock the core building blocks of the value premium. Using knowledge of these core building blocks, Jeff seeks to adapt traditional value investing philosophy to 21st century financial markets.

 

Jeff earned his MBA from the University of Oxford where he received the Dean’s Commendation Award. He also holds a master’s in finance from the University of Colorado Denver and a Bachelor of Arts from the University of Colorado Boulder, where he graduated magna cum laude in History. He is a member of the Phi Beta Kappa Society.

 

Today, we start with some childhood stories, and Jeff’s first entrepreneurial experience.

 

We dive deep into the concepts behind behavioral finance and economics in search of the new frontier or maybe the last edge in the investment world. Jeff has a gift for explaining difficult concepts in a very relatable way.

 

All investors read, many write, some publish, and others also teach on top of it all, Jeff tells us what he learned teaching investing at Oxford.

 

Jeff shares his recent memories of crisis investing while navigating through the global pandemic and tells a story of a stock trader who lived through the Cuban Missile Crisis… a story I didn’t know, but a story that gave me a new way of looking at extremely uncertain moments in time.

 

We have a longer discussion about obliquity, a concept that’s been on my mind lately, it’s the idea of indirectly arriving at the goal we chose.

 

Stay tuned to the end, one more time, my guest surprises me with a new take on the definition of success. It involves a Hollywood movie and more.

 

Find Jeff here: www.thorpeabbottscapital.com

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Talking Billions with Bogumil BaranowskiBy Bogumil Baranowski

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