Running an RIA · Podcast

Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns

For wealth professionals, the discussion focuses on client behavior during market downturns and practical ways advisors might reduce reactive decisions. It also considers whether AI and technology can help investors make better decisions.

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Summary

By the running an ria desk

In this episode of Standard Deviations, Dr. Daniel Crosby speaks with Jay Mooreland about behavioral finance and investor psychology. The conversation covers affective forecasting, why investors struggle to imagine their behavior during a major market downturn, and how advisors can encourage preparation before markets turn.

The episode asks where interest and momentum in behavioral finance are now and where Jay Mooreland sees them going next.
It examines why investors are bad at affective forecasting, meaning imagining how they will actually behave during a major market downturn.
It discusses how to get investors and advisors to “buy an umbrella when the sun is shining.”
It asks why taking action during downturns feels right, what advisors can do to keep people from taking action, and whether AI and technology may help or hurt.

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