Enterprising Investor
Business

Enterprising Investor

by CFA Institute

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 about the topics that matter most to investment professionals.

100 episodes
EN language
All Episodes
1
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
18:39 Mar 15, 2026
2
Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
25:00 Mar 1, 2026
3
Roger Urwin: What a Total Portfolio Approach Looks Like in Practice
48:16 Feb 15, 2026
4
Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description
50:28 Feb 1, 2026
5
Ashley Herd: Why Better Managers Drive Better Business Results
33:11 Jan 15, 2026
6
Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance
26:01 Dec 15, 2025
7
Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
1:53:47 Dec 1, 2025
8
Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
35:29 Nov 15, 2025
9
Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
36:47 Nov 1, 2025
10
Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems
27:50 Oct 15, 2025
11
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
33:37 Oct 1, 2025
12
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
32:02 Sep 15, 2025
13
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
27:07 Sep 1, 2025
14
Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
24:48 Aug 18, 2025
15
Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
19:43 Aug 1, 2025
16
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
24:58 Jul 15, 2025
17
Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
13:43 Jul 1, 2025
18
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
20:16 Jun 15, 2025
19
Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
17:12 Jun 1, 2025
20
Andrew Ang: Value Investing and Portfolio Strategies
20:32 May 15, 2025
21
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
25:38 May 1, 2025
22
Dan Boston: Volatility, Valuation, and the International Opportunity Set
32:37 Apr 15, 2025
23
Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications
27:51 Apr 1, 2025
24
Peter Zeihan: America's Evolving Geopolitical Landscape
24:01 Mar 15, 2025
25
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor
47:04 Mar 3, 2025
26
Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process
24:06 Feb 4, 2025
27
Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency
32:59 Dec 17, 2024
28
Amanda Voegeli, CFA: Insights from Canadian Pension Plans
26:36 Dec 1, 2024
29
Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems
29:16 Nov 15, 2024
30
Clare Flynn Levy: Measuring Decision-Making Skill in Investing
25:41 Nov 1, 2024
31
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
26:03 Oct 15, 2024
32
Stephanie Baker: Punishing Putin
29:54 Oct 1, 2024
33
Drew Estes, CFA: Investing through an Evolutionary Lens
25:10 Sep 16, 2024
34
Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies
28:23 Sep 1, 2024
35
Cam Harvey: Forecasting Recessions
39:19 Aug 15, 2024
36
Ken Laudan: Investing in the Age of AI
25:18 Aug 1, 2024
37
Feifei Li: AI in Investment Research
25:36 Jul 15, 2024
38
David Blanchett, CFA: The Role of Commodities in Portfolio Allocation
26:07 Jul 1, 2024
39
Alfonso Ricciardelli: Alternative Credit
24:47 Jun 15, 2024
40
Chris Geczy: Unpacking the Role of AI in Finance
28:42 Jun 1, 2024
41
Robert Hagstrom, CFA: Unpacking Warren Buffett's Approach
28:59 May 15, 2024
42
Andy Lee: The Potential of Tax Receivable Agreements
26:45 May 1, 2024
43
Meir Statman: Balancing Wealth and Wellbeing
25:41 Apr 15, 2024
44
Mark Higgins, CFA: Lessons from US Financial History
27:02 Mar 20, 2024
45
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study
25:54 Mar 6, 2024
46
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast
0:54 Feb 26, 2024
47
Daniel Peris, CFA: The Ownership Dividend
32:30 Feb 21, 2024
48
Edward McQuarrie: Rethinking Portfolio Theory
27:33 Feb 7, 2024
49
Ivan Mitov: The Intersection of AI and Risk Modeling
22:07 Jan 24, 2024
50
Olivier Fines, CFA: Valuation of Cryptoassets
28:04 Jan 10, 2024
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