Episode 19 – History of Investing with Dr. Jason Thomas

Tune in to episode 19 of  with Jason Thomas, Ph.D., CFA, as he challenges investing misconceptions and highlights tech trends, advocating for sophisticated tools like short selling and options trading in episode 19 of Building Wealthy Habits. #Investing #TechTrends #FinancialStrategies

In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.

Reach out at [email protected]

This week on Building Wealthy Habits:


  • 0:00:00 – Welcoming investing expert Jason Thomas, Ph.D., CFA.
  • 0:00:28 – Invention of the corporation and public market revolutionized investing and wealth growth.  
  • 0:02:50 – Investing in public markets, benefits of index funds, and the wisdom of the crowd.
  • 0:05:28 – The crowd is not always right, but it is always wise, as it embeds information and wisdom in prices over time.  
  • 0:07:08 – Investors should consider their unique goals, not just the crowd’s wisdom.
  • 0:10:53 – Investing trends during and after the pandemic, including direct indexing and values-based portfolios.
  • 0:14:35 – Concerns about over-reliance on broad market indices and lack of personalized investment strategies.
  • 0:18:34 – The importance of ESG (environmental, social, and governance) factors in investing, making it feel less abstract and more personal.
  • 0:24:13 – Lower taxes with individual securities, tax loss harvesting, and cost-effective trading.  
  • 0:25:42 – Jason encourages listeners to understand the potential benefits of sophisticated tools in professional hands, and to be open to their use in portfolio management.

Connect with Jason:

Connect with Laura:

  • LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
  • Email: Laura@tricordadvisors.com

Connect with Randy:

  • LinkedIn: https://www.linkedin.com/in/rkbarkley/
  • Email: Randy@tricordadvvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

Scroll to Top