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Running an RIA · Podcast

Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio

The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.

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Summary

By the running an ria desk

Joseph Moore, a historian and author of a book on three centuries of American financial advice, joins The Long View to discuss what Americans have tried in order to get ahead, and his own investing path from academia to a tech startup, lunar land, a cryptocurrency and dozens of investment properties. The episode also covers the rise of financial advising as a profession, periods when bonds historically beat stocks, and the link between marriage and financial success. The hosts single out his discussion of women's often overlooked role in household financial decisions and his take on what he calls the "despair industrial complex."

  1. Moore chronicles 300 years of financial advice that Americans followed, successfully or not, in his book How to Get Rich in American History.
  2. He describes his own moves from academic to startup funder, moon land purchaser, cryptocurrency founder and owner of dozens of investment properties.
  3. The conversation covers the rise of financial advising as a profession and periods in history when bonds outperformed stocks.
  4. Moore argues that who you marry can be a strong indicator of financial success, and the hosts discuss the overlooked role of women in household financial decision-making.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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