#38 George Kinder – Transcript
George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for …
Leading ideas and
research from the
``industry’s best
#293 Michael Back – Transcript
Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building …
21 MAR 2022 – Monday Market Highlights – Transcript
This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets …
#292 Lucinda Starr – Transcript
Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and …
#37 Marius Fenwick – Transcript
Marius is a Director and Certified Financial Planner at Wealthup. He reflects back on his career so far, …
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 …
