

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

May 21, 2020 • 30min
Decision-Making: Morgan Housel in Conversation with Annie Duke
In this bonus episode, Morgan Housel, author of the forthcoming book, “The Psychology of Money,” interviews author, business consultant, and former professional poker player Annie Duke, about the science and strategy of decision-making and Annie’s forthcoming book, “How to Decide.”Their conversation was recorded at the 73rd CFA Institute Annual Virtual Conference.

May 20, 2020 • 42min
Saving the Human Race One Project at a Time
In episode #412, Ashby Monk, executive and research director of the Stanford Global Projects Center and a member of the Future of Finance council, talks about innovation and tech disruption in finance, the future of ESG investing, and more.

May 13, 2020 • 17min
Building Relevance and Resilience in Times of Crisis
In episode #411, Rebecca Fender, CFA, and Bob Stammers, CFA, co-authors of the award-winning report “Investment Professional of the Future,” discuss the findings in light of the COVID-19 pandemic and the disruption that has roiled businesses and financial markets.

May 7, 2020 • 20min
COVID-19: How Big Governments and Big Tech Will Emerge Stronger
In episode #410, Andrew Sheng discusses the current and potential impacts COVID-19 will have on globalization, governments, and the economy. What will happen to investors' trust in the finance industry, and who or what will emerge stronger?

Apr 29, 2020 • 19min
Trust and Leadership in the Investment Industry during COVID-19
In episode #409, Margaret Franklin, CFA, CEO and President of CFA Institute, discusses how CFA Institute is helping the investment management industry during COVID-19, long-term ramifications, and how to lead and build trust during a crisis.

Apr 22, 2020 • 19min
Trust in the Era of Artificial Intelligence, Innovation, and Technology
Episode #408. We use the word "trust" a lot, but what does it mean, and why is it important in the investment industry and beyond? How can financial firms and professionals build trust? Can innovation and technology enhance trust? In this episode, Rebecca Fender, CFA, and Bob Stammers, CFA, discuss these questions and more and share some of the findings from the recent Investor Trust Study 2020 published by CFA Institute.

Apr 8, 2020 • 24min
Meditation Tips for Staying Calm During a Crisis
Episode #407. The outbreak of coronavirus disease 2019 (COVID-19) is causing widespread concern, fear, and stress. In this episode, Jason Voss, CFA, a lifelong meditator who has spent the last 20 years researching meditation and its benefits, explains how meditation can help reduce stress, especially during times of crisis, and provides listeners with some tips on how to get started.

Apr 1, 2020 • 42min
Panics and Pandemics: What We Can Learn from the Past
Episode #406. Pandemic panic has engulfed financial markets. In this timely and wide-ranging episode, financial economist Robert F. Bruner, co-author of The Panic of 1907: Lessons Learned from the Market's Perfect Storm, discusses the 1907 panic, what the Spanish Flu can teach us about the Novel Coronavirus (COVID-19) crisis, facts versus fiction when it comes to financial crises, how investors can identify signs of recovery, and leadership lessons in times of crisis.

Mar 25, 2020 • 18min
Yanis Varoufakis on the State of Europe
Episode #405. Yanis Varoufakis discusses the lessons he learned during his tenure as Minister of Finance of Greece and how they led to his co-founding DiEM 25, the pan-European movement for the democratization of Europe. In this short interview, he shares his views on the relationship between politics and the investment industry and the role of capital markets within society.

Mar 18, 2020 • 14min
Olof Granstrom on Facts and Truth
Episode #404. Olof Granstrom discusses the concept of factfulness and his work on helping people understand the world through data. In this short interview, Granstrom talks about dealing with conflicting facts and incorporating them into decision making.