What's on Your Bookshelf with Orion's Dr. Daniel Crosby

Orion's The Weighing Machine - A podcast by Orion Portfolio Solutions - Tuesdays

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This edition of The Weighing Machine marks the inaugural episode of "What's on Your Bookshelf," a segment that delves into the personal libraries of guests. This literary journey begins with exploring Dr. Daniel Crosby's bookshelf, Orion's Chief Behavioral Officer.  What makes this edition so extraordinary is its unique focus on the world of books and their impact on Dr. Daniel's life. From the book that has left a mark on his heart and mind to the oldest resting on his bookshelf, this episode goes deep into the world of literature. Key Takeaways [02:24] - The book that’s had the most significant impact on Dr. Daniel's life. [04:34] - The books that he has given most. [08:34] - Books Dr. Daniel authored that he is most proud of. [11:31] - Best books in finance Dr. Daniel has not written. [14:11] - Favorite author. [15:48] - The story behind the oldest books on Dr. Daniel's bookshelf. [20:23] - Annual book selection. [23:17] - Criteria for purchasing new books. [27:07] - The book that challenges his perspective. [32:52] - Dr. Daniel's take on the impact of AI on the financial industry. [34:09] - Favorite investment strategy. [35:11] - How Dr. Daniel maintains his physical and mental energy. [37:07] - The people Dr. Daniel is thankful for professionally. [39:54] - Podcast recommendations. Quotes [03:03] - "The most valuable part of my education was having to ground your interventions and thinking in a philosophy and make sure that the things that you were doing with clients were underpinned by research and theory and just some consistent thinking and not just grab baggy." ~ Dr. Daniel Crosby [21:40] - "Behavior change is the root of everything I do. I love the themes of reinvention. I am a foolish optimist in thinking that even really wayward people can, at any moment, turn it all around and totally reinvent themselves and do differently." ~ Dr. Daniel Crosby Links  Dr. Daniel Crosby on X Orion Behavioral Finance Standard Deviations with Dr. Daniel Crosby How to Disappear Completely by Radiohead  Either/Or - Album by Elliot Smith  Turn! Turn! Turn! (To Everything There Is a Season) by The Byrds  Tetragrammaton - "Rory Sutherland" with Rick Rubin Man's Search for Meaning by Viktor Frankl Bonds That Make Us Free: Healing Our Relationships, Coming to Ourselves by C. Terry Warner  Leadership and Self Deception: Getting Out of the Box by The Arbinger Institute  You're Not That Great by Dr. Daniel Crosby  The Laws of Wealth: Psychology and the secret to investing success by Dr. Daniel Crosby  The Behavioral Investor by Dr. Daniel Crosby  Everyone You Love Will Die by Dr. Daniel Crosby  Nudge: Improving Decisions About Health, Wealth, and Happiness by Richard H. Thaler and Cass R. Sunstein  The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel  Thinking, Fast and Slow by Daniel Kahneman  The Little Book of Behavioral Investing: How not to be your own worst enemy by James Montier  Either/Or: A Fragment of Life by Soren Kierkegaard  The Little Prince by Antoine De Saint-Exupéry  The Giving Tree by Shel Silverstein  The Tree Who Set Healthy Boundaries by Topher Payne  Thidwick the Big-Hearted Moose by Dr. Seuss  A Christmas Carol by Charles Dickens  Ametora: How Japan Saved American Style by W. David Marx  The Righteous Mind: Why Good People Are Divided by Politics and Religion by Jonathan Haidt  Behavioral Portfolio Management: How successful investors master their emotions and build superior portfolios by C. Thomas Howard  The Creative Act: A Way of Being by Rick Rubin  Viktor Frankl's Logotherapy  Dr. Crosby's Behavioral Finance Reading List Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2602-OPS-9/19/2023