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The Behavioral Investor
Wilfred Waters
27 episodes
2 weeks ago
We solve the mathematical problem of causing an enormous increase in one's bank account balance through human effort. The podcast therefore has two themes, mathematics and human behaviour. Together, behavioural investing. We take a first principles approach by summarising scientific studies and interviewing psychology and mathematics researchers. This will show us the first principles. We will then reason from these first principles to the best strategy to cause optimal human investing behaviour.
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Investing
Business
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All content for The Behavioral Investor is the property of Wilfred Waters and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
We solve the mathematical problem of causing an enormous increase in one's bank account balance through human effort. The podcast therefore has two themes, mathematics and human behaviour. Together, behavioural investing. We take a first principles approach by summarising scientific studies and interviewing psychology and mathematics researchers. This will show us the first principles. We will then reason from these first principles to the best strategy to cause optimal human investing behaviour.
Show more...
Investing
Business
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S2E4 😎 Behavioral Investing from Peru and a Quick Tour of the Lima Stock Exchange
The Behavioral Investor
48 minutes 12 seconds
4 years ago
S2E4 😎 Behavioral Investing from Peru and a Quick Tour of the Lima Stock Exchange

A note to our listeners: Wil interrupted Sebastian too much in this episode. He will improve in this regard in future interviews, sorry about this - we're both total newbies to podcasting! This is in strong contrast to today's guest who has been a TV anchor!


Sebastian Salazar Nunez:


https://t.co/YNRm7o9zMB?amp=1,

https://twitter.com/Naanull


...is an economist and investment analyst at Coril Group in Peru (https://www.grupocoril.com/about.html). He has also been a news anchor for Canal Channel N:


https://www.youtube.com/watch?v=L7JCyKMuHOw&feature=youtu.be.


Join us as he takes us on a tour of investing in Peru, with commentary on everything from software patent company Network 1 Technologies:


https://simplywall.st/stocks/us/tech/nysemkt-ntip/network-1-technologies#:~:text=Price%20to%20Book%20Ratio&text=PB%20vs%20Industry%3A%20NTIP%20is,industry%20average%20(2.5x).


...to news companies like Empresa Editora El Comercio SA:


https://www.marketwatch.com/investing/stock/elcomei1?countrycode=pe 


...to food companies like Alicorp:


https://www.alicorp.com.pe/pe/es/


...and also a large bank, Credicorp:


https://credicorp.gcs-web.com/investor-overview


All of these are traded on the Lima Stock Exchange (https://www.bvl.com.pe/). Sebastian also covers behavioral investing advice, The Investment Checklist (https://amzn.to/3puzMpc), and the challenges managing client behavior from the perspective of a broker. 


The episode also contains some commentary on the Advanced Value Investing Workshop (http://www.advancedvalueinvestingworkshop.com) run by Professor Kenneth Jeffrey Marshall, which we discovered we are both currently participating in!

The Behavioral Investor
We solve the mathematical problem of causing an enormous increase in one's bank account balance through human effort. The podcast therefore has two themes, mathematics and human behaviour. Together, behavioural investing. We take a first principles approach by summarising scientific studies and interviewing psychology and mathematics researchers. This will show us the first principles. We will then reason from these first principles to the best strategy to cause optimal human investing behaviour.