Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design

from Orion's The Weighing Machine · host Orion Portfolio Solutions

In today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Management. Show Notes: IWI White Paper: New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions. Behavioral Investing Institute website. Past Episode: Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp 0217-OAS-01/25/2021

Episode metadata supplied by the publisher feed · Published Jan 25, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design

0:00 42:31

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Orion's The Weighing Machine?

This episode is 42 minutes long.

When was this Orion's The Weighing Machine episode published?

This episode was published on January 25, 2021.

Can I download this Orion's The Weighing Machine episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!