This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Phillip Toews. Phillip Toews is the Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews. His management strategies focus on creating “investor friendly” products designed to meet investors’ economic and behavioral needs. Felipe is the founder of the Behavioral Investing Institute, an organization devoted to helping advisors manage investor behavior through market challenges.

SHOW NOTES

Tune in to hear:

- Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the findings of behavioral finance into actual asset management. How can we be better about balancing the two?

- Toews’ portfolios attempt to anticipate declines. How specifically does he go about that and what specific signals is he looking for?

- How can we think about tactical signals in a world that moves so quickly, like we saw with the corona crisis?

- What does it look like, specifically, to create an action plan for an unfavorable market?

- Does Phillip ever worry that he’s unnecessarily planting seeds of fear and doubt where there are none?

- How are we not thinking about bonds correctly these days?

- Why are pre-commitments so vital, why do they work and what is the science behind them?

- How can one strike a balance between being attune to the reality of the wealth destroying effects of market bubbles while not being so sensitized to them that you see them everywhere?

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