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Hi, and welcome to the Longview.

I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services. And I'm Christine Ben's director of personal finance for Morningstar.

Our guest on the podcast today is author Brian Portnoy. Brian has written two books on the field

of behavioral finance, The Investors Paradox and The Geometry of Wealth. He's also the editor

of a forthcoming book of essays about how financial experts invest their own money, called How I Invest My Money.

Brian is the founder of shaping wealth, a financial wellness platform that works with individuals and organizations to make better money decisions.

For more than two decades, Brian has worked in the hedge fund and mutual fund

industries as portfolio manager and educator. He was also our colleague at Morningstar in the early

2000s. He's a CFA charter holder and earned his doctorate at the University of Chicago.

Brian, welcome to the Longview. Good to be here.

You've co-edited a new book with Josh Brown of Rittholz Wealth Management.

These are essays from financial experts about how they invest their own money.

You also contributed your own essay, as did Josh, as did Christine, as a matter of fact.

So what made you and Josh want to put together the book? What was the inspiration for it? So Josh published a blog maybe a year and a half ago with the title like

how I invest my own money. And what he pointed out that I thought was interesting was that for as many

...