Saturday, 6 March 2021

The Psychology of Money by Morgan Housel – Book Review



Publisher’s write-up:

‘Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.

How to manage money, invest it, and make business decisions are typically considered to involve a lot of mathematical calculations, where data and formulae tell us exactly what to do. But in the real world, people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.

In The Psychology of Money, the author shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important matters.’

The Psychology of Money is a collection of twenty essays from Morgan Housel – fund manager and former columnist to the Wall Street Journal. The author focuses on how staying wealthy is behavioural than the ability to earn.

To build his case, the book starts with the story of Ronald Read – who had a very different profile compared to other multi-millionaire philanthropists; that he was a janitor and gas station in a small town in Vermont, US. This was the result of frugal living and investing most of the savings in blue chip stocks resulting in compounded gains over the years. Most of us wish to be millionaires but the reasons why we wish to be millionaires in most cases is not for financial independence but rather, a desire to spend a million dollars, which is very different from being a millionaire.

Considering this paradox where to be wealthy, you should not be spending it; the author builds the case for saving money over the many essays. Most of it was behavioural advice which is simple to follow in personal life.

This book was well presented and was simple to read. As promised by the author, each of these essays were short; the 20th essay being his own journey of accumulating wealth. Some of the observations were important, being an economics graduate myself – one of the fundamental assumptions we have is that financial decisions are rational; though from the perspective of personal economics, it is difficult to be fully rational (need to be only reasonably rational). To elaborate on that, when debt is available cheap and the market returns are higher than the cost of debt – an absolutely rational decision would mean to buy the car or house with debt; however, what is not valued is that people like being debt free and that leads to the decision of buying a major asset at once if the means are available.

The book had the following takeaways – that it is important to save, staying wealthy is largely behavioural and that it is easy to embrace some of these behaviours. A statement from the book, that is very true is:

‘The hardest financial skill is getting the goalpost to stop moving.’

This book could be read by all – but if you are looking for ways to make quick money, this book is not for you. That is perhaps the drawback of the book – that it focuses more on savings and compounding of savings and many who live paycheque to paycheque often do not have a choice when it comes to savings.

There were also times I felt that the book could have been better researched; in the notes, the author had stated their source to be ‘Quora’; which is a question-and-answer website where anyone could write an answer; hardly a reliable source. While the author’s point greed was well made, so was the example of Rajat Gupta, former CEO of McKinsey convicted for insider trading; there seems to be a temptation to portray any person with an Indian origin as having had a ‘rags to riches’ story. While Gupta did achieve enormous riches in the US, he certainly was not from the slums of Calcutta as the book described but from a privileged Indian family.

To conclude, this is an easy to read, well researched book and could be read especially by those who still have a long way to go before retirement, as they are the ones who have the maximum potential to tap into the strategies presented by the author. On that note, I would award the book a rating of six on ten.

Rating – 6/10

Have a nice day,
Andy

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