14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed
In their book, Superforecasting: The Art and Science of Prediction, Philip E. Tetlock and Dan Gardner discuss the concept of a “dragonfly eye” and its importance for accurate forecasting. Their metaphor shows how using multiple lenses to view a subject can provide a more detailed picture and yield greater understanding.
In their podcast, The Limit Does Not Exist, hosts Christina Wallace and Cate Scott Campbell discuss human Venn diagrams: people with an attitude that they describe as interdisciplinary curiosity — the idea that learning from multiple fields of study can produce better results.
The common theme is that using new perspectives can offer breakthroughs that we would not have made on our own. The challenge lies in figuring out how to find those perspectives.
In my experience, CFA Institute conferences and events provide exposure to new and useful viewpoints. But when travel is impractical, I have found Twitter can be a good source as well. You may have seen the study, often shared by Twitter enthusiasts, showing that users of the social media platform can generate better ideas.
If you’re looking for new perspectives through Twitter, here are 14 for you to consider.
— Dambisa Moyo (@dambisamoyo) January 29, 2016
Dambisa Moyo (@DambisaMoyo) is an economist and author who specializes in technology, demography, and the future of economic growth. She is a reliable source of contrarian thinking and strategic investment insights.
Speaking at the Peterson Fiscal Summit: the folly of using monetary policy to drive our economy.http://t.co/GgKxlLKCCi
— Sheila Bair (@SheilaBair2013) May 18, 2014
Sheila C. Bair (@SheilaBair2013) is former chair of the US Federal Deposit Insurance Corporation (FDIC), which gave her a front-row seat for the 2008 global financial crisis. She has also discussed her “rules of the road” for surviving in the workplace.
Stop & ponder the magnitude of this: Half of 25-54 yr old men not in the labor force take daily pain medication https://t.co/qFeNle0rJw
— Betsey Stevenson (@BetseyStevenson) January 5, 2017
Betsey Stevenson (@BetseyStevenson) is a former member of the US president’s Council of Economic Advisers and previously served as chief economist at the US Department of Labor. Currently a professor at the University of Michigan, she continues to explore issues affecting the US workforce.
I feel all this focus on Uber's bad corp culture distracts from the inherent non-viability of its biz model. https://t.co/EnalLtA5AC
— Izabella Kaminska (@izakaminska) June 14, 2017
Izabella Kaminska (@IzaKaminska) has been covering cryptocurrencies since the early days of bitcoin, when one of its first and most high-profile exchanges failed. More recently, she investigated the gig economy, and in her role as editor of FT Alphaville, she examines how innovation has impacted global markets.
Wells Fargo is a business school case in the making. How does cheating spread to 5,300 employees? Serious break down in culture &compliance.
— Blair H duQuesnay (@BlairHduQuesnay) September 8, 2016
Blair duQuesnay, CFA, (@BlairHduQuesnay) is a financial adviser based in New Orleans, where she focuses on high-net-worth clients. At the 70th CFA Institute Annual Conference in Philadelphia, she offered advice on building a client-oriented culture.
— Meredith Jones (@MJ_Meredith_J) October 26, 2015
Meredith Jones (@MJ_Meredith_J) is an author and alternative investment consultant who regularly blogs about hedge funds, private equity, and venture capital (VC). According to Jones, there are three reasons why women and men approach investing differently.
Where all the major players stand on Greece. Note no overlap between Greece and Germany on reforms or debt relief. pic.twitter.com/3jgJx5C7Ax
— Megan Greene (@economistmeg) June 15, 2015
Megan Greene (@EconomistMeg) has been covering Greece and its debt issues for a long time. In her current role as chief economist at Manulife Asset Management, she discusses macroeconomic factors and provides updates on the debt outlook across the eurozone.
— BluOceanGlobalWealth (@BlueOceanGW) August 11, 2016
Marguerita Cheng (@BlueOceanGW) is the CEO of Blue Ocean Global Wealth, an investment advisory firm. She shares information about wealth planning for private clients and participated in a panel discussion about building a practice as an adviser in the 21st century.
— Bess Levin (@besslevin) December 15, 2016
Bess Levin (@BessLevin) got her start as an intern at Dealbreaker and eventually became its top editor. She has explored eccentric hedge-fund managers, their unexpectedly talented pets, and other absurdities in the financial markets. She is currently part of “The Hive” at Vanity Fair.
— 🛫 April Rudin 🌏 (@TheRudinGroup) December 30, 2016
April Rudin (@TheRudinGroup) is founder and president of The Rudin Group, a firm that specializes in social media and wealth/financial services marketing. She covers social media for financial advisers and fintech issues, including regtech, with a focus on the technology applied by wealth management firms.
And this is what my wealthy clients say about those tax cuts (although they are in top 5%, not top 400 families).https://t.co/iVNQlPebx2
— Carolyn McClanahan (@CarolynMcC) June 26, 2017
Carolyn McClanahan (@CarolynMcC) discusses how money and health can have unexpected interactions. She brings her medical knowledge to her role as a financial planner, explaining how health care discussions are linked to wealth care results.
JP Morgan stopped Panic of 1907 by having newspapers run burglary stories to scare ppl into leaving their $ in banks pic.twitter.com/Z529C2mN46
— Elaine Ou (@eiaine) September 17, 2016
Elaine Ou (@Eiaine) provides a unique perspective on Silicon Valley tech VCs through her work as a blockchain engineer based in San Francisco. She explores such developments as smart contracts and some of their not-so-smart applications.
Yet another thing OPEC will be incorrect about. OPEC Sees Zero Impact on Oil Market From U.S. Lifting Export Ban https://t.co/IskFiedyIw
— Amy Myers Jaffe (@AmyJaffeenergy) December 15, 2015
Amy Myers Jaffe (@AmyJaffeEnergy) successfully identified the business cycle factors that would dismantle the “peak oil” narrative. In her role as David M. Rubenstein Senior Fellow for Energy and the Environment at the Council on Foreign Relations, she continues to examine issues at the intersection of energy, economics, and geopolitics.
— Adrienne M. Penta (@AdriennePenta) August 29, 2017
Adrienne M. Penta (@AdriennePenta) founded and leads the Center for Women and Wealth at Brown Brothers Harriman. Her work has revealed ways that advisers can overcome unconscious biases in order to better serve a diverse client base.
Maintaining cognitive diversity is a journey, not a destination — there’s no way to come up with innovative ideas while your thinking is on autopilot. Sometimes it’s the new voices and external viewpoints that lead you to essential insights.
These 14 thinkers are part of a much larger list hosted on Twitter. You can start following them on your own or bookmark the list to follow their updates without having to set up a personal Twitter account.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
Image credit: spacebirdy / CC-BY-SA-3.0