Noise: Funds and Frontier Psychiatry (with Joe Wiggins)

The New Fund Order

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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Bombarding your airwaves, this episode explores the implications of behavioural finance and Daniel Kahneman's latest book 'Noise'. How is 24/7 media impacting investing decisions? We go overwatch with our guide, and experienced asset allocator and behavioural observer, Joe Wiggins (ex ASI).
Together we examine 'noise' versus investor and fund selector biases and; variability and inconsistency, which is even more difficult to manage compared to consistent biases, how base rates and other tools can be used to cut through that noise and ultimately explore some of the behavioural trappings common to wealth management and fund research.
Check out Joe's blog here: Joe Wiggins | Behavioural Investment
Check out more about Kahneman's book 'Noise' here: Home - The Noise Book (readnoise.com)
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Joe.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
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Credits
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0. Assorted news clips unattributed. Source: Youtube.com . Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
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Chapitres

1. Noise: Funds and Frontier Psychiatry (with Joe Wiggins) (00:00:00)

2. Interview with Joe Wiggins (00:02:05)

3. Noise versus Biases (00:03:05)

4. Luck vs Skill: Active vs Index? (00:06:22)

5. Inside vs Outside: Base Rates (00:10:09)

6. Short termism and Latency (00:13:52)

7. ESG versus Performance (00:18:55)

8. Rapid Fire Round (00:21:57)

9. Outro and Thanks (00:24:09)