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Behavioural Investing Series #1 – Transcript
In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing …
Behavioural Investing Series #2 – Transcript
In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can …
Behavioural Investing Series #3 – Transcript
In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours …
Behavioural Investing Series #4 – Transcript
In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where …
Behavioural Investing Series #5 – Transcript
In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we …
#291 Andrew Debono – Transcript
Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast …
14 MAR 2022 – Monday Market Highlights – Transcript
This week we cover the continuing impacts of the Russian invasion of Ukraine, US Inflation, RBA’s views on …
Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin – Transcript
In this episode, Vivian Chin returns to the show to talk about her social media journey and how …