Enterprising Investor

CFA Institute
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Jul 24, 2019 • 12min

Mind over Matter: Staying Organized in the Age of Information Overload

In episode #370, recorded at the 72nd CFA Institute Annual Conference in London, Daniel J. Levitin, an award-winning scientist, musician, writer, and record producer, discusses his book, The Organized Mind: Thinking Straight in the Age of Overload, why multi-tasking is a myth, how music affects the brain, and much more.
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Jul 17, 2019 • 15min

Leadership: How to Enhance Your Presence, Power, and Influence

In episode #369, recorded at the 72nd CFA Institute Annual Conference in London, Connson Locke, senior lecturer in practice in the department of management at the London School of Economics, talks about the what the underlying question in the leadership research has been: Are leaders born or made? Moreover, what makes a great leader? What are some tips for developing presence and influence as a leader?
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Jul 10, 2019 • 14min

Tips and strategies to achieve communication excellence

In Episode #368, we highlight some of the key attributes and tricks of the trade required to ensure you sell your self effectively in business meetings. We all know the importance of first impressions but what does LWAR stand for and what are the 3Cs and how do they lead to communication excellence. In this interview all is explained.
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Jul 3, 2019 • 16min

The Behavioral Investor: Where the Mind Meets the Markets

In Episode #367, Psychologist and behavioral finance expert Dr. Daniel Crosby helps unlock investor behavior by explaining the four primary psychological tendencies that affect investment decision making and discussing how advisers can build rules-based behavioral portfolios for their clients.
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Jun 25, 2019 • 23min

How to Shape a Life of Money and Meaning

In Episode #366, Brian Portnoy, CFA, explains wealth is "funded contentment." It is the ability to underwrite a meaningful life however one chooses to define that. Being rich is having "more." In this episode, Dr. Portnoy discusses his latest book, The Geometry of Wealth, explains what drives a more meaningful life, and shares how financial advisers should be coaches who can help their clients underwrite a life of meaning.
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Jun 12, 2019 • 13min

Wisdom of Finance

In Episode #366, Professor Mihir Desai talks about his book "The Wisdom of Finance - discovering humanity in a world of risk and return."
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May 28, 2019 • 15min

Incorporating Geopolitical Analysis into Your Investment Process

In Episode #365, we take a brief look at the US-China trade wars, to elections in India, and the ongoing Brexit debate. Never has there been a time when markets seem so closely connected with so many large-impact events unwinding.
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May 28, 2019 • 15min

Decision Making under Uncertainty – Less Is More

In Episode #364, we walk about the difference between risk and uncertainty, and what implication does this difference have for decision making? This distinction is important in finance where pricing and investment decisions often use complex models that use assumed distribution to encapsulate risk. In reality, however, it can be argued that the future is inherently one of uncertainty and cannot be captured via a probability distribution and that a heuristic approach to decision making might be optimal. This leads to the proposition that less is more and that a heuristic approach, using less information, can produce better outcomes than a complex model dependent on numerous assumptions.
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Apr 29, 2019 • 19min

Why Investors Must Understand and Manage Chronic Stress

In Episode #363, Mithu Storoni, an eye surgeon who holds a PhD in Neuro-ophthalmology and author of the book "Stress-Proof," explains that chronic stress is changing the structure of the brain, thinning the part that carries the seat of sophisticated decision making and this is a problem for investors today because we have to compete with artificial intelligence (AI).
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Apr 15, 2019 • 16min

Geopolitical Risk in an Increasingly Fractured World

In Episode #362, Marko Papic, chief political strategist and senior vice president at BCA Research, discusses a variety of geopolitical risks, including the rise and implications of populism, the biggest threat to the single market in Europe, what's happening in China, and whether US President Donald Trump will be re-elected in 2020. He also provides investors an update on geopolitical risks to watch in 2019.

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