Relative Return: What can we learn from behavioural finance?
In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.
Listen as they discuss:
- Setting up his own firm at 30.
- How behavioural finance informs his investment process.
- Why the cryptocurrency hype isn’t a Ponzi scheme.
- The problem with “actively passive” funds.
- Opportunities in small-cap equities.
AUTHOR
Laura Dew
Recommended for you
In this episode of Relative Return, host Laura Dew speaks with Anne Fuchs, executive general manager of advice, guidance and education at Australian Retirement Trust, to discuss how the fund is helping its 2.4 million members.
Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issues in Australia's financial landscape - the future of the Reserve Bank of Australia (RBA). In this episode, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, tackle the rising scrutiny surrounding the RBA and whether its independence is at risk.
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in property.
In this new episode of The Manager Mix, host Laura Dew speaks to Nick Paul, institutional portfolio manager at MFS Investment Management to delve into everything small and mid-cap equities.
