There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it.

In this week’s episode, I’m joined by Dr. Andrew Berkin, author of The Incredible Shrinking Alpha: How to Be a Successful Investor Without Picking Winners.

Listen now and learn:

• Why it’s difficult to outperform the market
• Why the opportunity to outperform is shrinking
• Clear strategies to help you improve your likelihood of success

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the market.

Listen now and learn:

• Why groups are good a guessing the weight of cows and jellybeans
• The reason you should assume market prices aren’t wrong
• The importance of harnessing the power of markets for your own portfolio

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable.

Listen now and learn:

• How to make behavioral finance actionable
• The two human biases that matter most
• Why it’s important to focus on process rather than outcomes

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

One of my favorite concepts when thinking about financial markets is complex adaptive systems, a concept that may sound overwhelming but is very easy to understand when thinking about piles of sand.

Listen now and learn:

• An easy way to understand complex adaptive systems
• The benefit to thinking of the stock market like a sandpile
• Implications for your investment strategy

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This episode features Steve Liberatore, Nuveen’s Head of ESG/Impact for Global Fixed Income.

Listen now and learn:

• The case for ESG bonds
• What makes a bond ESG or sustainable
• Why ESG bonds impact is more tangible than an ESG stock investment

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences.

Listen now and learn:

• What it means to be a Wealth Manager
• How to know if you’ve outgrown basic financial advice
• The most important thing to keep in mind when looking for an advisor

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on to help us differentiate between the different types.

Sam Adams, co-founder of Vert Asset Management and co-author of Your Essential Guide to Sustainable Investing, joins the show to explain everything you need to know.

Listen now and learn:

• The different types of sustainable investing
• 6 methods for being an ESG investor
• What returns to expect going forward

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

If you’ve made the commitment to invest in yourself by assembling a professional team around you, it’s worth taking the time to ask: are you getting the full value for the price you’re paying? And are there competencies your advisor might be missing?

Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who’s doing the most for you.

Listen now and learn:

• 6 questions to ask your advisor
• The importance of getting a fiduciary commitment in writing
• How an advisor’s compensation impacts their advice

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

2022 has been a challenging time for global investors. Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage, joins to share insight on everything that’s been happening and what to look out for in the future.

Listen now and learn:

• Whether or not we are in a recession
• When we can expect inflation to begin cooling
• Where attractive opportunities exist today

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Now that interest rates have risen, investors need to know where it’s best to look for yield.

Listen now and learn:

• The market higher yields makes investing most attractive
• The shortfalls of relying on dividend stocks as a bond replacement
• Why a total return approach is better than focusing on just income

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.