Episode 336 - Steve Utkus: Investor Beliefs and Financial Advice

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer at PWL Capital, and Mark McGrath, Associate Portfolio Manager at PWL Capital. Well done, episode 336 today. That's it. Today we're joined by Steve Atkas, who is fascinating.

We covered a lot of ground with him. We spent the first half of the episode talking about his survey-based research on investor beliefs. So real quick background, we'll talk more about his bio in a second. But Steve spent three decades working at Vanguard. Two of those three decades were in a research capacity.

So he's at Vanguard doing research. He's got a bunch of friends and connections in the academic community. Like you talked about, he's known many of our past rational reminder guests. It was fun for him to listen to them on the podcast, stuff like that.

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