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In this episode, Jared visits with Phil McInnis, the chief investment strategist at the $100B asset manager Avantis Investors, to break down the science and art of building better investment portfolios. They explore the realities of passive vs. active investing, why fees and structure matter, and how to think about risk and uncertainty in today’s markets. Phil shares insights on evidence-based investing and what actually drives long-term returns.

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Takeaways:

• This podcast offers specialized financial advice tailored specifically for professionals in the oil and gas industry.
• The episode emphasizes the importance of understanding the science of investing and its inherent artistic elements.
• Listeners are encouraged to consider investment strategies that prioritize transparency and clarity in financial decision-making.
• The hosts discuss the significance of setting realistic expectations for investment outcomes in volatile markets.

Chapters:

• 00:34 - Introduction to Phil McInnis and the Science of Investing

• 01:49 - Understanding the Investment Journey

• 13:08 - Navigating Investment Strategies

• 19:51 - The Dynamics of Active vs Passive Investing

• 34:26 - Understanding Market Efficiency and Investor Decision-Making

• 39:38 - Navigating Underperformance in Investment Strategies

• 48:00 - The Importance of Context in Investment Strategy

• 54:35 - The Importance of Specialized Knowledge in Investing

Resources:

• Avantis Investors
• The Behavioral Divide Podcast
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‍Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.