Tag: Investor Behavior
Behavioral Finance and Better Investment Decisions with Devin Ekberg, CFA, CPWA, CIMA (Ep. 103)

Behavioral Finance and Better Investment Decisions with Devin Ekberg, CFA, CPWA, CIMA (Ep. 103)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Have you ever wondered why making good financial decisions can feel so difficult, especially when markets become uncertain? 

Even experienced investors can find emotions influencing their decisions during uncertain markets.

In this episode, Robert Curtiss welcomes Devin Ekberg, Senior Vice President and Senior Consultant in Advisor Education at PIMCO, for a thoughtful discussion about behavioral finance and the psychology behind investing. Together, they explain how fear, excitement, cognitive bias, and decision-making influence financial outcomes. 

They explore how advisors help clients stay focused during periods of uncertainty, why process often matters more than prediction, and how thoughtful guidance can help people make clearer financial decisions over the long term.

Key takeaways:

  • How emotional and cognitive biases influence investment decisions during uncertain markets
  • Why having a written investment process helps reduce reactive financial decisions over time
  • How financial advisors help clients reframe fear into thoughtful, productive action
  • Why trust, communication, and behavioral coaching strengthen long-term financial planning
  • Books and behavioral finance concepts that help investors understand their own decision-making
  • And more!

Resources:

Connect with Devin Ekberg:

Connect with Robert Curtiss:

About Our Guest:

Mr. Ekberg is a senior vice president and senior consultant in advisor education at PIMCO. He provides training to financial professionals on advanced wealth planning topics, including retirement strategies, alternative investments, and goals-based wealth management. Prior to joining PIMCO in 2021, Mr. Ekberg was chief learning officer and managing director of professional development for the Investments & Wealth Institute (IWI), where he led the advisor education programs for advanced credentials in the financial industry. During his tenure at IWI, he oversaw the Certified Private Wealth Advisor (CPWA) certification education at the University of Chicago and led the acquisition and development of the Retirement Management Advisor (RMA) certification. He has 20 years of investment and financial services experience and holds a master’s degree from Creighton University. He is a CFA charterholder and holds the Certified Investment Management Analyst (CIMA) and CPWA designations.
Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98)

Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Markets continue reaching new highs, yet many investors remain hesitant to put money to work. 

With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity?

In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to discuss the forces shaping today’s market environment. They explore momentum investing, relative strength, semiconductor leadership, AI-driven growth, energy sector performance, and market participation trends. 

Miles shares how momentum strategies identify strong-performing assets, why all-time highs may not be a reason to stay on the sidelines, and what narrowing market leadership could signal for investors moving forward.

Key takeaways:

  • How relative strength identifies leadership across equities, commodities, fixed income, and global markets
  • Why semiconductor stocks continue driving market gains despite concerns about concentration levels
  • How momentum strategies seek large winners while limiting the impact of underperforming holdings
  • Why historical market performance often remains positive despite geopolitical conflict and uncertainty
  • What narrowing market participation may reveal about the durability of the current market advance
  • And more!

Resources:

Connect with Miles Clark:

Connect with Robert Curtiss:

About Our Guest:

Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction.

Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicator and research projects and the creation of weekly media distributed to prospective clients.

FEATURE IMAGE
Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)

Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

What do market recoveries, pilot training, and emotional discipline have in common? 

In volatile times, they all remind us that trusting your instruments and your process can make all the difference.

In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the surface of recent market turbulence. From sector rotations to investor behavior, this episode brings clarity without the noise.

Here’s what you can expect to learn by listening:

  • Why the S&P’s recent rebound may be masking deeper shifts in market breadth and volatility
  • What a 50-year data point reveals about average returns versus real-life experience
  • How international equities and commodities are quietly gaining strength—and what that could mean for portfolios
  • What it takes to stay objective and clear-headed when fear and headlines start to take over
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Miles Clark :

About Our Guest:

Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction.

Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials, and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicators and research projects, and the creation of weekly media distributed to prospective clients.

Archives

Categories