Enterprising Investor
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.
Episodes
Mentioned books
Dec 17, 2014 • 6min
Investment Lessons from John Maynard Keynes
In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.
Dec 2, 2014 • 9min
Must Understand Demographic Trends
In episode #250, Rob Arnott discusses the many demographic headwinds confronted by the global economy and how they explain much of the post-Great Recession economic malaise.
Nov 7, 2014 • 13min
Myths of Financial Theory and Emerging Markets
In episode #249, Jerome Booth argues that 80% of financial theory is not fit for purpose and describes how investors in the developed world cannot afford to ignore emerging markets. Proper asset allocation requires a strategic view about macro-economic forces, like funds flows, and geopolitical factors rather than traditional optimization models.
Oct 28, 2014 • 12min
Trends in Asian Wealth Management
In episode #248, There has been significant wealth accumulation in Asia in recent years. Vineet Vohra, CFA, of HSBC discusses trends and developments that are taking place across the region, including asset allocation, fees, and ETFs.
Oct 10, 2014 • 7min
The GIPS Guidance Statement for Asset Owners
In episode #247, John P. Meier, CFA, discusses the newly released Guidance Statement on the Applicability of the GIPS Standards for Asset Owners, including the reasons behind issuing the guidance statement and how claiming compliance with the GIPS standards can benefit these asset owners.
Oct 1, 2014 • 10min
The Pooled Fund Guidance Project
In episode #246, Ann Putallaz provides an update on the pooled funds guidance project, highlighting key issues for consideration during the guidance drafting process and discusses why such guidance is needed in the industry.
Sep 2, 2014 • 16min
The Economics of Happiness and the Value of Prediction Markets
In episode #245, Justin Wolfers challenges the prevailing view that there is a limit to the happiness that money can buy.
Aug 20, 2014 • 11min
The Value of Alternative Investments
In episode #244, Thomas R. Schneeweis questions the relevancy of modern portfolio theory and addresses common misconceptions associated with alternative investments.
Aug 6, 2014 • 9min
A New Approach to Estimating Variations in the Equity Risk Premium
In episode #243, Dr. Katsunari Yamaguchi, CFA, president of Ibbotson Associates, Japan, has developed a new approach to estimating the equity risk premium that conveniently addresses its variations over time.
Jul 23, 2014 • 7min
The Signal and The Noise: Making Sense of Big Data
In episode #242, We live in an era where we are deluged with data, what many refer to as the 'era of big data'.
