Episode description
Tune in to hear:
- Is the market always crazy or does it go through long periods of predictability in many peoples’ lifetimes? Is uncertainty implicit in capital markets?
- There’s always going to be a reason to fear, there’s always going to be a reason not to invest. What pragmatic steps can we take to invest thoughtfully in the face of this?
- Why might concentrated, active portfolios make more sense for some subset of the population?
- What are some potential catalysts that could bring active management back in favor?
- How does Emilie think about active management from an angle of creative destruction?
- Financial wellness is a term that is thrown out there a lot, but it is rarely elucidated in depth or operationalized. What does financial wellness really look like?
- Has Emilie noticed patterns of how clients’ behaviors and concerns differ between those with varying tiers of wealth?
- What’s a financial concern for women that men are largely oblivious to?
Instagram @emiliedayanhill
Compliance Code: 2928-OAS-11/17/2021