- 41 minutes 29 secondsClare Flynn Levy - Stock Market Maestros: The Winning Habits, Strategies and Mindsets of the World’s Best Investors
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
Tune in to hear:
- Why do people so desperately overvalue being right, even in environments where payoff matters more than accuracy?
- How do we begin to get comfortable with being wrong and not being overconfident when the discomfort of being wrong is so poignant for us as humans?
- How do we convince everyone, from mom and pop investors to hedge fund managers, that rules are the most reliable thing when intuition tells us that it should be personal intelligence?
- How does Clare think about knowing when Alpha has decayed versus just holding on to a true principle that has fallen out of favor momentarily?
- What boxes did one need to tick to become a stock market maestro in Clare’s new book? Also, what were some of her favorite rules or quirks that reflect how these maestros did things a bit differently?
- How does true investment skill, as Clare measures it, differ from investment skill in the popular imagination?
- How does Clare apply the lessons she has learned from Wall Street around quality decision making to her parenting and her personal life?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 1718-U-26155
18 June 2026, 4:00 am - 35 minutes 57 secondsDouglas & Heather Boneparth - Money Together: Aligning Your Financial Stories and Goals
Tune in to hear:
- Was there anything that Doug and Heather learned about each other, in the process of writing their book, that surprised them?
- What are some common disagreements among couples that are ostensibly about money, but in actuality are about something much deeper?
- How do Heather and Doug suggest that people begin to examine their money stories to begin to understand their beliefs about money that are often subconscious and inherited?
- Why is the idea that “there is no normal” when it comes to money an empowering message for advisors and investors to internalize?
- How should couples think about value and contribution when one person’s contributions may not show up on a paycheck?
- What are some of the common myths around fairness and contributions? Also, how can couples work together to create a sense of fairness when the world doesn’t necessarily award all types of work equally?
- If Doug and Heather could eliminate one piece of financial advice that’s commonly given to couples, what would it be and why?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 1716-U-26155
11 June 2026, 4:00 am - 35 minutes 41 secondsJamie Hopkins - Your Retirement Sketchbook
Tune in to hear:
- Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement?
- What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement?
- Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life?
- What does Jamie think folks could be doing to better prepare for the emotional component of retirement?
- What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money?
- When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges?
- What is the “FIRE” movement and what does Jamie think it gets right and wrong?
- If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come?
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Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.Compliance Code: 1676-U-26153
4 June 2026, 4:00 am - 36 minutes 35 secondsDr. Joseph Moore - How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t)
Tune in to hear:
- After studying 300 years of history, what is Dr. Moore’s current view with respect to the American Dream?
- Is it maybe simultaneously true that it’s easier to get ahead than ever for the average American, but that there is also rampant corruption and nepotism at a high level?
- How does the current U.S. housing crisis compare in severity to those in our past?
- What are some common misconceptions about what works and what doesn’t work when it comes to building wealth?
- Why does Dr. Moore think of real estate as an active investment?
- What was the conceptual shift that led us to start valuing net worth so much?
- What lessons did Dr. Moore learn from creating his own cryptocurrency?
- What are some of the other financial experiments that Dr. Moore undertook while writing his new book?
- What distinction does Dr. Moore make between “fast time” and “slow time?”
Links
- Dr. Joseph Moore on LinkedIn
- Dr. Joseph Moore on Twitter
- How to Get Rich in American History (Book Pre-order)
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Compliance Code: 1007-U-26086
9 April 2026, 4:00 am - 44 minutes 35 secondsMarla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together
Tune in to hear:
- Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
- Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
- What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?”
- Do people need more financial literacy or self-literacy/self-awareness?
- In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world?
- How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching?
- What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day?
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Compliance Code: 1005-U-26086
2 April 2026, 4:00 am - 16 minutes 11 secondsDr. Daniel Crosby - Write Your Story
Tune in to hear:
- What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?
- How does storytelling make a truth durable in our minds by linking an idea to an ego?
- Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?
- How can Albert Ellis’ “ABC Model” help us counteract irrational thoughts and cognitive distortions?
- What is an exercise you can work through to help correct detrimental self-speak?
- What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?
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Compliance Code: 3328-U-25338
11 December 2025, 5:00 am - 20 minutes 43 secondsBrad Johnson - Live from Future Proof
Tune in to hear:
- What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?
- Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?
- What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?
- What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture?
- What’s the psychology behind closing the knowing-doing gap for advisors?
- What are two actionable things listeners can begin practicing today to grow themselves or their business?
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Compliance Code: 2721-U-25279
9 October 2025, 4:00 am - 7 minutes 2 secondsDr. Daniel Crosby - The Case for Calm: Being Still in a Turning World
Tune in to hear:
- What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos?
- What are some qualities of the investors who fare best in turbulent markets?
- What roles does EQ (Emotional Intelligence) play in investment decision making?
- What are some practical steps for remaining calm in a churning world?
- Why is “sleeping on it” such powerful advice when it comes to investment decision making?
- How can we anchor to non-financial metrics to regain a measure of control during market downturns?
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Compliance Code: 1048-U-25099
9 April 2025, 3:43 pm - 49 minutes 48 secondsJoe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Tune in to hear:
- What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
- Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
- What is an example of a compelling promise a wealth management firm could make to their clients?
- Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
- When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
- How can Joe separate the wheat from the chaff during their vetting process?
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Compliance Code: 3066-OAS-11/27/2024
12 December 2024, 5:00 am - 26 minutes 10 secondsBreanna Blaney (Live at Future Proof)
Tune in to hear:
- What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
- Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
- How can we give the “human first” approach more definitional clarity for those who are new to the concept?
- What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
- As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?
Links
- Connect With Bre on LinkedIn
- Watch Tune Out the Noise ~ Code: MARKETSWORK
- Work with Dimensional
- You Know More about Investing Than You Think
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Compliance Code: 3061-OAS-11/27/2024
5 December 2024, 5:00 am - 38 minutes 23 secondsDr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships
Tune in to hear:
- Examples of when emotional connection can play a decisive role in sales.
- How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?
- What is motivational interviewing, what is based on and what does it look like in practice?
- Where does the discovery process often go wrong and what can we do to make it go right?
- How can silence be a powerful tool in client meetings?
- How can advisors help their clients’ goals become more vivid and salient for them?
- What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard?
- What is one sub facet of emotional intelligence that we could all stand to work on?
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Compliance Code: 2455-OAS-9/23/2024
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