Enterprising Investor

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.