Enterprising Investor
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Enterprising Investor
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance abou...
Nedávné epizody
546 epizod
Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems
Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025....
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of t...
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk prem...
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
This show is made possible through partnerships with sponsors like Tenzing MEMO.
Tenzing MEMO gets professionals up to speed quickly on ~6,000...
Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering re...
Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commo...
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President an...
Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative fo...
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 5...
Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit....
Andrew Ang: Value Investing and Portfolio Strategies
Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journ...
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the curr...
Dan Boston: Volatility, Valuation, and the International Opportunity Set
Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be pois...
Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications
Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about th...
Peter Zeihan: America’s Evolving Geopolitical Landscape
Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, ex...
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor
Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast’s Peter...
Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process
Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report,...
Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency
In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, C...
Amanda Voegeli, CFA: Insights from Canadian Pension Plans
Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public...
Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems
In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Ind...
Clare Flynn Levy: Measuring Decision-Making Skill in Investing
Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric desi...
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foers...
Stephanie Baker: Punishing Putin
Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down...
Drew Estes, CFA: Investing through an Evolutionary Lens
Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial...
Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies
Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conve...
Cam Harvey: Forecasting Recessions
Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance...
Ken Laudan: Investing in the Age of AI
Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future o...
Feifei Li: AI in Investment Research
Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive backgr...
David Blanchett, CFA: The Role of Commodities in Portfolio Allocation
Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios....
Alfonso Ricciardelli: Alternative Credit
In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso...
Chris Geczy: Unpacking the Role of AI in Finance
On this episode of Enterprising Investor, Mike Wallberg, CFA, interviews Chris Geczy from UPenn's Wharton School about the application of AI in the in...
Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach
In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing ins...
Andy Lee: The Potential of Tax Receivable Agreements
In this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems wi...
Meir Statman: Balancing Wealth and Wellbeing
This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success...
Mark Higgins, CFA: Lessons from US Financial History
On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial Hist...
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study
In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-wor...
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast
In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podca...
Daniel Peris, CFA: The Ownership Dividend
In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Pe...
Edward McQuarrie: Rethinking Portfolio Theory
In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Cl...
Ivan Mitov: The Intersection of AI and Risk Modeling
In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a...