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Australian Finance Podcast

Expert Guest: Ted Richards

24 Jun 2019

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

0.031 - 26.345 Owen Rascovitch

Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls.

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26.786 - 44.868 Owen Rascovitch

Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.

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45.469 - 63.24 Owen Rascovitch

Here's something worth knowing if you've been meaning to make the switch to a better broker. To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000. For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead.

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63.721 - 84.46 Owen Rascovitch

Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform. If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look. You'll find all of the details at perla.com slash lp slash rask. That's perla.com slash lp slash rask.

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88.405 - 102.195 Kate Campbell

Welcome to the Australian Finance Podcast, a podcast for people who want to learn more about their personal finances and get the most from their money. This series is hosted by Kate Campbell from How To Money and Owen Rascovitch from Rask Finance.

103.812 - 124.326 Owen Rascovitch

The Australian Finance Podcast is provided for educational purposes only. The information is general in nature and does not take into account your needs, goals or objectives. What that means is the information does not apply to you specifically. So consider getting the advice of a licensed and trusted professional before acting on the information. Ted, welcome to the show.

124.766 - 136.477 Owen Rascovitch

Thanks very much, Owen. Thanks, Kate. It's our privilege to have you here. You're a former AFL superstar. You've got your own podcast. You're working at Sixpack.

137.118 - 153.192 Ted Richards

You've done it all, mate. No, I wouldn't say that at all. I'm very much proud and enjoy my time that I played football, but I always knew what I wanted to move into after football, and that's investing. So I thoroughly enjoy what I do, and I started up the podcast a few years ago. It was a bit of a trial.

153.172 - 177.643 Unknown

uh pleasingly it it seems to have got a few listeners so um yeah that's very much what i'm up to now great yeah i know kate is a fan of six park yes yeah i've been using six park myself for a couple of years now so i've been reading ted's blogs and podcasts they're watching reading listening to the podcast so that's been really good and i've i've enjoyed my journey with six park

Chapter 2: What are the foundational concepts of behavioral economics?

554.442 - 570.046 Ted Richards

We can be our own worst enemy. It doesn't matter how much we dig deep into the logical aspects of investing or money management. We need to be aware of these biases that we have because, as I said before, we can be our own worst enemy.

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570.066 - 578.72 Unknown

And they can filter into everything we do, especially in investing. And I guess if you don't realize them, it can impact your performance and your returns long term.

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578.76 - 593.733 Ted Richards

Right. Yeah, there's a line I love and that is, when emotions are high, logic is low. And I think, you know, at the time of recording it, what is it, mid-June, markets have had a pretty good... Yeah, everyone's pretty happy at the moment. Yeah, everyone's pretty happy.

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593.753 - 625.745 Ted Richards

But I think the behavioural mistakes, you know, start to kick in when people get a bit nervous, they can't sleep at night, all these other... There's a story I've told a few times recently that... If a neighbor of yours wins the lottery, the chances that you are going to go bankrupt actually significantly increase. And that's because we are influenced by the money management of people around us.

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625.765 - 627.649 Ted Richards

So if someone all of a sudden starts...

627.629 - 648.692 Ted Richards

increasing their spending and buying all these other things that's actually going to influence our spending behavior too and so keeping up with the jones as we start taking on a bit more financial risk to try and keep up with them so this doesn't make sense it's stupidest thing ever but this has been proven yeah so um i guess that's just an example of you know when emotions are high logic is low

648.672 - 663.694 Unknown

Yeah, I guess it's like watching everyone at work go on holidays and then you're perfectly fine before because you're going to go on one next year, but then suddenly you feel like you're the odd one out and you're missing out on all this opportunity.

663.674 - 680.429 Owen Rascovitch

So there's this belief in investing in markets that there's effectively three types of investing edges that you can have. And the first one would be an analytical advantage, so you think that people are really intelligent, therefore they would be better investors, which isn't always the case, as we know.

680.469 - 698.689 Owen Rascovitch

The second one might be an informational advantage, and that might be having access to information first or just better information more broadly. But the third one, which I believe overrules everything else, is this behavioural edge. And you and what you and the team do at Sixpack is very interesting in this respect.

Chapter 3: How does Ted Richards define loss aversion in investing?

1522.021 - 1531.751 Ted Richards

you get a bit of success and you get that momentum of success and you go, well, I'm actually achieving things here. You're right to feel quite proud of yourself too.

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1532.312 - 1549.21 Unknown

I think we spoke in our podcast last week about using those micro-investing apps to sort of learn the basics and learn portfolio construction and diversification so you can actually use their information for your own purposes and actually get as much value as you can out of it.

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1549.19 - 1557.832 Unknown

I do think one challenge though with all the apps is it's so easy to withdraw or sell based on something you've seen in the media or a feeling you're having.

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1558.172 - 1580.857 Ted Richards

Yeah, I totally agree. And yeah, there's great sides to technology, but at the same time, our money is just one or two clicks away. So sometimes it can be good just to delete the apps if you do feel like you're being influenced. I delete my social media apps every now and then too if I feel like I'm just starting to spend a bit too much time on them.

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1581.158 - 1588.09 Unknown

Yeah, having your social media, having your news apps and having your investing apps all in one place is sometimes a recipe for disaster.

1588.373 - 1601.634 Owen Rascovitch

I really like the idea of automating things. And I think some of the – particularly the online banks do a really good job of that, making it very simple to set up, say, BPAY transactions or direct deposits or whatever. Regular payments.

1601.754 - 1626.779 Ted Richards

Yes. Yeah. The Barefoot Investor talks about having buckets of money. And if we were thinking about pure economics – One dollar here, we all think about every single dollar is exactly the same. But I think mental accounting is a fantastic way to think about your money. And if you can automate payments into each of those buckets, it can help, really help.

1627.7 - 1639.356 Unknown

Yeah, I've heard definitely people that have the one account for going out and one account for bills. And they said that's really helped them with their budget. So instead of having to do up a budget, they've kind of just got the bank accounts and automated payments.

1639.825 - 1657.345 Owen Rascovitch

And the problem is you just don't want to have too much, to make it too easy for yourself as well as overcomplicating it. A few others that... I quite like, and these are very simple things that people can do, is just have a checklist. So do it when you're in a calm state, something that you can write down or you can just check the boxes off.

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