The Physics of Investing: Solve For The Right Things.

Описание: In this episode of the Flourish Feed podcast, host Gillian Stovel Rivers engages with Marc-André Lewis, PhD, President and CIO of CI Global Asset Management, to discuss how investors can navigate the complexities of today's financial landscape. They explore the importance of a disciplined, scientifically informed investment process that prioritizes clarity over the noise of headlines about inflation, AI disruption, and market volatility. Marc-André shares insights from his background in theoretical physics, emphasizing the need for models, the ability to break down complex problems, and the importance of focusing on key drivers in investment decisions.

The conversation delves into the dangers of treating investing like gambling, especially among younger generations who may be swayed by the fast-paced flow of information. Marc-André advocates for a structured approach to investing, highlighting the significance of understanding one's objectives and maintaining a long-term perspective. He discusses the importance of metrics like growth and productivity, the role of rebalancing in portfolio management, and the need for investors to remain patient and disciplined amidst market fluctuations. Ultimately, the episode underscores that while macroeconomic forces are important, a solid investment process is paramount for achieving financial goals.

Takeaways
💰Investing is about a process, not just returns.
🔬Focus on what you're solving for in your investments.
💰Understanding models is crucial for informed decision-making.
🔬Chunking complex problems into smaller parts makes them manageable.
💰Robustness in a portfolio is essential for long-term success.

Quotes
“Investing is first and foremost about a process — and you need to solve for something.”
“Nobody should be gambling on their retirement. It is a project of a lifetime.”
“A well-built portfolio isn’t designed to forecast the future — it’s built to withstand it.”
“News flow confuses people into reacting. Process frees them to think long-term.”
“If you don’t know whether a result came from skill or luck, it’s not repeatable.”
“Diversification is not a race against your neighbour’s portfolio or what you hear at the water cooler. It’s insurance on your life goals.”
“Politics are not the economy - and the economy is not the markets.”

Chapters
00:00 Introduction to Investment Clarity
02:18 The Intersection of Science and Markets
04:51 Decision-Making Frameworks in Investing
06:47 The Dangers of Emotional Trading
09:56 Understanding Signal vs Noise
12:43 The Role of Professional Money Management
16:02 Planning for Uncertainty in Investments
19:20 Key Metrics for Long-Term Investors
22:23 Designing Resilient Portfolios
29:51 The Importance of Diversification
32:29 Guiding Principles for the Next Decade

#flourish #wealth #wealthmanagement #investing #advisor #KnowThyWealthKnowThyself

Connect with Gillian:
https://www.linkedin.com/in/gillian-s...
https://x.com/GillianStovelR
  / gillianstov.  .
https://flourishfamilywealth.com/