ReSolve's Riffs

Behavioral finance has been at the forefront of investing for many years now, yet it is still largely misunderstood and rarely applied to investors’ actual habits. Our good friend Dan Egan has been pushing this frontier, and in this conversation we covered…

His hypothesis on the adverse effects of passive investments in market behavior has catapulted him into the spotlight, but that’s just the tip of the iceberg. Earlier this year he became one of our most popular podcast guests; this time Mike Green (Logica Capital) returned with guns blazing.

Although technology has revolutionized many aspects of our lives, there are still some industries that resist change and professionals who are certain that the old way is the right way. Some believe this applies to investment advisors. They most likely have never met Shiraz Ahmed.

While the theme was the Chinese investment landscape, this episode can also be described as the Bobby Schwarz show. From his early days as a floor trader in Chicago, through his experience making movies in Hollywood, then finally founding RCM Alternatives.

For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies during the deepest recession in living memory.