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Rational Reminder 250: Financial Choices for Long-Term Investors with Prof. John Y. Campbell


**Due to minor technical issues with the Zoom call between Ben, Cameron and Professor Campbell, there are portions of audio that were not picked up throughout the interview.** Navigating the world of finance and investing is undeniably complicated, sometimes unnecessarily so. And all too often the people who end up making the most costly financial mistakes are those who can least afford to do so. But what exactly needs to change in order for more people to make wise and well-informed financial decisions? And how do we go about implementing those changes? Joining us today to help us unpack this topic and the many decisions involved in the world of investing is John Y. Campbell, a British-American economist, professor of economics at Harvard, and founding partner at Arrow Street Capital, a systematic asset management firm based in Boston. John has published hundreds of articles on a range of topics including fixed income, equality valuation, portfolio choices, and household finance, all of which we explore in today’s expansive conversation. We kick things off by discussing utility theory, why it’s so important to the study of finance, and what it can teach us about risk aversion, before delving into portfolio structure, asset allocation, and hedging. John also expands on the study of household finance, the mistakes that households typically make, why household behaviour tends to differ from theoretical predictions, and how to bring theory and behaviour into alignment. We wrap things up by discussing how financial literacy, education, and regulation can improve outcomes for households before hearing John’s advice on selecting an optimal mortgage contract along with an overview of the type of risk that mortgage contracts expose you to. Today’s episode is jam-packed with information and insights from a profoundly knowledgeable figure in academia. Timestamps: 0:00 Intro 3:33 What asset pricing theory aims to accomplish 8:24 How John estimates how risk averse an investor is 11:01 How utility and risk aversion are applied to portfolio choice over a single time period 16:33 The implications of CAPM pricing for portfolio choice 24:00 How asset pricing changes when moving from a single-period to multiple periods 28:51 How return predictability changes portfolio advice for long-term investors 34:40 The risk-free asset for a long-term investor 40:14 What drives the covariance between stock and bond returns 43:10: Impact of labor income on optimal portfolio choice 47:03 How intertemporal asset pricing explains the differences in returns of value and growth stocks 53:08 What drives the booms and busts seen in value stocks 1:01:14 How long-term equity investors should approach foreign currency hedging in their portfolios 1:06:17 The questions the study of household finance aim to answer 1:13:39 Mistakes that households make 1:22:08 Whether financial literacy education or regulation has the most potential to improve outcomes for households 1:30:40 The different types of risk that mortgage contracts expose people to 1:33:45 John defines success in his life Participate in our Community Discussion about this Episode: Links From Today’s Episode: Rational Reminder on iTunes — Rational Reminder Website — Shop Merch — Join the Community — Follow us on Twitter — Follow us on Instagram — @rationalreminder Benjamin on Twitter — Cameron on Twitter — John Y. Campbell — Extra references can be found at: ...(read more)



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Prof. John Y. Campbell is a well-respected scholar of finance and economics, focusing on the intersection of macroeconomics and finance, as well as general asset pricing theory. His research focuses on the behavior of financial markets and how people make decisions about investing, particularly over long periods of time. In his Rational Reminder 250 podcast episode, Prof. Campbell discusses his ideas on how long-term investors should approach financial decision-making. According to him, people often fail to properly consider the long-term implications of their financial choices, instead focusing on short-term gains. This leads to a lack of foresight in investment decisions and can ultimately result in financial losses. One critical point that Prof. Campbell makes is the importance of considering all assets in an investment portfolio when making choices about buying or selling. Specifically, he emphasizes the value of real estate as a long-term investment option, citing its low volatility and potential for consistent returns. Another crucial aspect that Prof. Campbell highlights is the need for diversification in investment portfolios. He argues that a diversified portfolio can help mitigate risk, as it spreads investments across various assets and industries. This reduces the likelihood that a single event will cause significant harm to the overall portfolio. Overall, Prof. Campbell stresses the importance of thinking broadly and considering long-term implications when making investment decisions. He argues that this approach will not only help improve investment returns but will also ultimately lead to greater financial security and stability over the long run. In conclusion, Prof. John Y. Campbell is a leading voice in finance and economics, offering valuable insights on financial decision-making for long-term investors. His ideas on diversification and real estate investments provide crucial guidance for those seeking to optimize their investment portfolios over extended periods. By taking a broader, more strategic view, investors can make better choices and ensure their financial stability for years to come. https://inflationprotection.org/rational-reminder-250-financial-choices-for-long-term-investors-with-prof-john-y-campbell/?feed_id=96538&_unique_id=645d0751b1bc5 #Inflation #Retirement #GoldIRA #Wealth #Investing #benfelix #financepodcast #investing #pwlcapital #rationalreminderpodcast #wealthmanagementpodcast #RetirementAnnuity #benfelix #financepodcast #investing #pwlcapital #rationalreminderpodcast #wealthmanagementpodcast

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