Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man

Our guest today is Morgan Housel, Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the best financial writer of our time. In this episode, we discuss his writing process, his advice to those in the finance industry looking to start or improve their writing, and his new book, The Psychology of Money: Timeless lessons on wealth, greed, and happiness. Some of the topics he touches on include what his goal of personal finance is, how we can use money to make us happier, and the different muscles required to build wealth and maintain wealth. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  To read his article that was the original idea for the book, click here. To read his article about tail risk mentioned at the end of the episode, click here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.