Enterprising Investor

Episode #442. Dr. Frida Polli, CEO and co-founder of pymetrics, a company that uses neuroscience and AI to improve the accuracy, fairness, and diversity of hiring, discusses how hiring is broken and why soft skills are key for accurate and fair talent matching.

Episode #441. Marko Papic, a partner and chief strategist at Clocktower Group and author of Geopolitical Alpha: An Investment Framework for Predicting the Future, takes listeners on a geopolitical tour that starts with his constraints-based framework and continues through the recent US presidential election to US-China relations, Brexit, the Middle East, and Russia.

Episode #440. It has been 20 years since the last major antitrust case in the US, and with the recent bi-partisan investigation, Google, Amazon, Apple, and Facebook are now seemingly in the government’s crosshairs. Join us with founder of SGH Wealth Management’s Sam G. Huszczo, CFA, CFP as we explore the historical parallels of Microsoft’s antitrust case and the potential investment opportunities this uncovers in Big Tech.

In episode #439, David Knox, senior partner at Mercer Australia and the lead author of the Mercer CFA Institute Global Pension Index, discusses the characteristics that make up a good pension system.

Episode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today’s investors to interplanetary finance.

Episode #436. Heidi Ridley, CFA, co-founder of Radiant ESG, discusses why she believes ESG is probably the single most important change to asset management, her journey from CEO of Rosenberg Equities to launching her own firm, and what it takes to build a strong organizational culture.

In episode #435, Randall Kroszner discusses central bank responses to COVID-19, the impact of lower rates on savers and plan sponsors, the toolkit to deal with future crises, and a way forward for bailouts of insolvent firms.

Episode #434. In a wide-ranging and frank conversation, Michael Falk, CFA, a partner at the Focus Consulting Group, discusses the one question every investor must answer right now, how to take investment teams from good to great, what he believes to be the progenitor behavioral bias, and his diagnosis with ALS, often called Lou Gehrig's disease.

In episode #433, Sandy Rattray, CIO of Man Group, discusses whether the VIX is a fair estimate of volatility, building a work culture for data scientists and machine learning experts, and the role of technology and data in investing.

In episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme?