Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
For wealth professionals, it offers a historical frame for non-portfolio factors that shape financial outcomes and includes discussion of the rise of financial advising as a profession.
Summary
By the running an ria deskThe episode features historian Joseph Moore, author of “How to Get Rich in American History,” discussing three centuries of American financial advice and what worked or did not. It covers career choices, business ownership, marriage, women’s role in household financial decisions, and Moore’s own investing ventures.
- Moore chronicles 300 years of financial advice in the US and discusses America’s “go-ahead” culture.
- The conversation covers wealth, mobility, career risk, and the American Dream.
- Moore says who you marry can be a strong indicator of financial success and discusses women in household financial decision-making.
- The episode also covers Moore’s investing experiences and his take on the “despair industrial complex.”
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 2 min | |
| Financial History and America’s ‘Go-Ahead’ Culture | 14 min | |
| Wealth, Mobility, and the American Dream | 3 min | |
| Fast Time, Career Risk, and Building Wealth | 6 min | |
| The Rise of Financial Advising as a Profession | 11 min | |
| Startups, Shorting Stocks, and Beating the Market | 6 min | |
| When Bonds Historically Beat Stocks | 2 min | |
| Marriage, Money, and Financial Success | 4 min | |
| Failing Upward in Real Estate | 11 min |
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