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Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
ratings:
Length:
43 minutes
Released:
Jan 4, 2021
Format:
Podcast episode
Description
Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd?
Daniel Needham, president and global chief investment officer at Morningstar Investment Management, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses to help them make rational decisions that go against the crowd.
Daniel Needham, president and global chief investment officer at Morningstar Investment Management, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses to help them make rational decisions that go against the crowd.
Released:
Jan 4, 2021
Format:
Podcast episode
Titles in the series (100)
What Is Sustainable Investing? [Part 1]: Are you new to sustainable investing and ESG? Guests Jon Hale and Julie Koska of Morningstar Research Services explain how managers are incorporating environmental, social, and governance into investment decisions, why investors are flocking to ESG portfolios, and the effect of ESG on investment returns (which might surprise you). Drew Carter hosts. Recorded on: April 1, 2019 by Simple, but Not Easy