EPISODE · Sep 10, 2026 · 34 MIN
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
from Standard Deviations with Dr. Daniel Crosby · host Jay Mooreland, Dr. Daniel Crosby
Tune in to hear: Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next? Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)? How can we get investors and advisors to “buy an umbrella when the sun is shining?” Why does taking action during market downturns feel so right and what practically can we do, as financial advisors, to try and keep people from taking action? Are there any ways that Jay thinks AI and technology may help us make better decisions going forward, or does he think it's all bad news? What does success look like, from a behavioral perspective, if we are never going to rid ourselves of emotion? Links Jay Mooreland on LinkedIn Behavioral Advisor Academy The Emotional Investor Book Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2443-U-26233
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What this episode covers
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Mooreland. Jay is a Certified Financial Planner practitioner, Investment Advisor Representative and Behavioral Economist. He has been advising clients since 1999, and has a great understanding on how investors are influenced by volatility and emotions – and its influence on their investment decisions. He has learned that the best thing investors can do is have a clear, concise investment strategy in place to help them weather the storms (both economic and emotional). Jay has a Bachelor of Science in Business Finance, as well as, a Master of Science in Applied Economics with an emphasis in behavioral economics. He has been published in financial journals on the topic of investor behavior, and is a regular speaker at financial conferences worldwide. Jay is an Investment Advisor Representative and will therefore act in the capacity of a fiduciary. This means he is legally obliged to act in your best interest. Jay holds Financial Industry Regulatory Authority (FINRA) licenses: S-7, S-31 Jay and his wife, Lonnie, have two children and reside in Woodbury, MN. In his free time he enjoys cycling, traveling and reading.
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Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
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