Barry Ritholtz: cognitive & behavioral sides of investing

In the 18th episode of Bogleheads® Live, Jon talks with Barry Ritholtz. Barry is the co-founder, chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC, one of the fastest-growing investment advisors in the U.S.

Barry’s career focus has been on how behavioral economics and data affect investors. Jon and Barry discuss the behavioral side of investing, the relationship between greed and FOMO, the Bogle effect and the future of indexing, economic reflexivity, how to safely scratch that itch to actively manage an investment portfolio, the fallacy of low risk – high yield, portfolio allocation for younger investors, direct indexing to reduce taxes, and the importance of luck in investing.

Show Notes

• Masters in Business; Apr 21, 2017; Interview With Andrew Lo: Masters in Business
• Bogleheads® Live #3: Rick Ferri, CFA on picking index funds
• Pioneering Portfolio Management by David F. Swensen
• Ritholtz Reads in Your Inbox
• Thinking in Bets by Annie Duke
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