Relative Return: What can we learn from behavioural finance?
In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.
Listen as they discuss:
- Setting up his own firm at 30.
- How behavioural finance informs his investment process.
- Why the cryptocurrency hype isn’t a Ponzi scheme.
- The problem with “actively passive” funds.
- Opportunities in small-cap equities.
AUTHOR
Laura Dew
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