IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans
IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans
In today’s episode we talk with London Business School professor Alex Edmans. He has spoken at Davos, testified in the UK House of Commons and reached millions through his TED Talks. He joins the show to discuss his new book, THE MADNESS OF MARKETS, WHY SMART INVESTORS MAKE CRAZY DECISIONS AND HOW TO EXPLOIT THEM. Alex explains why “mood matters” for markets and the surprising relationship of football results and music playlists to market movements. We discuss why individual investors sometimes
Podcast 專家音訊節目
收錄於 888news Podcast 智庫專區，包含精華摘要與上市公司即時行情
在本集節目中，我們與倫敦商學院教授 Alex Edmans 對談。 他曾在達沃斯發表演說，在英國下議院作證，並透過 TED 演講觸及數百萬人。 他加入節目討論他的新書《市場狂熱：聰明投資者為何會做出瘋狂決策以及如何利用這些決策》。 Alex 解釋了「情緒為何重要」對市場的影響，以及足球比賽結果和音樂播放清單與市場波動之間的驚人關聯。 我們討論了個人投資者如何在利用心理偏差時偶爾優於專業人士，並探討實際可行的執行方法。 ----- 50 年趨勢跟隨書籍與幕後影片（僅限授權投資者）- 點選此處 ----- 在 Twitter、LinkedIn、YouTube 或 TTU 網站上關注 Niels。 IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Kevin on SubStack & read his Book . Follow Alex on LinkedIn and Read his Book. Episode TimeStamps: 00:00 - Introduction and Alex Edmans’ new book The Madness of Markets 02:46 - How football results can move stock markets 07:16 - What Spotify playlists can tell us about investor sentiment 11:28 - Why individual investors may have an advantage over professionals 16:26 - Specialists, generalists and finding your investing edge 21:59 - When benchmarks make active managers too conservative 26:18 - Risk, alpha and the equity premium puzzle 30:07 - Why momentum works and when it crashes 35:35 - Where individual investors can exploit overlooked opportunities 37:48 - How round numbers influence buying and selling decisions 39:54 - The disposition effect and why investors hold onto losers 44:12 - Three practical ways to make better investment decisions 47:20 - Why writing down your investment thesis matters 52:08 - Outsourcing the ugly decisions 55:30 - AI, bubbles and the big market delusion 58:00 - Closing thoughts and where to find the book Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights in the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer