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
Jul 22, 2020 • 34min
Breaking the Taboo of Race with the RACE Framework
In episode #421, Stephanie J. Creary, assistant professor of management at the Wharton School of the University of Pennsylvania, discusses the RACE framework she created to help employees initiate workplace conversations about race.
Jul 15, 2020 • 18min
The Convergence of Stakeholder Capitalism and Desires for More Sustainable Investing
In episode #420, Lutfey Siddiqi discusses his thoughts on the convergence of stakeholder capitalism and investors' desires for more sustainable investing while touching on the subject of trust and whether investee companies have truly embraced long-term sustainability. Lutfey expands on this conversation in a recent blog he has written which can be found at https://blogs.lse.ac.uk/businessreview/2020/07/09/covid-19-makes-inclusion-a-strategic-imperative-for-companies-and-investors/
Jul 8, 2020 • 24min
A Robo-Adviser’s Take on Financial Education
In episode #419, Jon Stein, CFA, the CEO and founder of Betterment, discusses the past and future of the online adviser, and the building of financial fortitude and resilience required by an uncertain environment.
Jul 1, 2020 • 28min
Understanding Sentiment Analysis and Trading on Fear
In episode #418, psychiatrist Richard L. Peterson, CEO of MarketPsych, a behavioral economics consultancy, discusses sentiment analysis and fear as a driver of decision-making. He also shares tips for managing stress and anxious clients.
Jun 24, 2020 • 25min
Addiction: Helping Clients, Families, and Loved Ones in Distress
In episode #417, Arden O’Connor discusses how financial advisers can recognize potential addiction issues with clients and shares effective communication strategies and resources for helping clients and families in sensitive situations.
Jun 17, 2020 • 18min
Will COVID-19 accelerate or slow down the inevitable changes to the investment management industry
In episode #416, Sam Stubbs, founder and managing director of Simplicity, talks to Neil Govier, CFA, about the impact, positive or negative, that COVID-19 will have on the changes taking place within the finance industry and its impact on investor trust.
Jun 10, 2020 • 13min
Financial Advisers and Female Clients: Risks and Opportunities
In episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients.
Jun 3, 2020 • 26min
How to Read Financial News and Set Aside our Biases
In episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias.
May 27, 2020 • 21min
Investing in the Era of COVID-19: Geopolitics, Risk, and Forecasts
In episode #413, Joachim Klement, CFA discusses how investors can assess which geopolitical risks are important for their portfolios, shares advice on forecasting, and explains why investors must pay attention to climate change.
May 22, 2020 • 30min
Peter Zeihan on COVID-19 and the Coming Global Disorder
In this bonus episode, Geopolitical strategist and author Peter Zeihan discusses why the global order, as we know it, is about to collapse, touches on the US presidential elections, and takes listeners on a whistle-stop of where we stand in the current COVID-19 crisis and what to expect in the coming weeks. This conversation was recorded during the 73rd CFA Institute Annual Virtual Conference.
