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 9, 2014 • 11min
Tomas Sedlacek Highlights Hidden Moralism in Economic Models
In episode #241, Tomas Sedlacek examines the Old and New Testaments as well as ancient Greek and Roman myths that contain archetypal stories that he believes inform modern economic thinking.
Jul 2, 2014 • 11min
Why Do Investment Managers Give Away Their Best Ideas?
In episode #240, Divya Narendra, CEO of SumZero, discusses the impact of online collaboration and crowdsourcing on the investment research process.
Jun 13, 2014 • 8min
Unconstrained Bond Funds: The Future of Fixed Income Investing
In episode #239, The bond fund managed by Kathleen C. Gaffney, CFA, has an unconstrained mandate, allowing her to invest across asset classes and geographies. She discusses how she manages the risks inherent in investing in such a diverse mix of assets, as well as where she currently sees the most attractive investment opportunities.
May 30, 2014 • 17min
Lessons from the Financial Crisis of 2008
In episode #238, Ron Rimkus, CFA, talks with Sheila C. Bair about her perspective on the financial crisis and the state of the financial system in 2014.
May 13, 2014 • 11min
Debt: What's Wrong With It?
In episode #237, Paul Mills questions the conventional wisdom on debt.
Apr 30, 2014 • 13min
A History of Finance and its Lessons for Modern Investors
In episode #236, Professor Adrian R. Bell is an expert in financial history. Listen to him discuss the origins of finance, its Medieval evolution, and, compare and contrast ancient and modern finance.
Apr 17, 2014 • 10min
Asia or the West: Who Will Dominate the 21st Century?
In episode #235, Kishore Mahbubani explains why he believes that Asia will dominate the 21st century.
Apr 2, 2014 • 11min
The Elder Care Imperative
In episode #234, Bernard Krooks, founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department, explains what long-term care is, how it can be covered, and why it's important for clients to have an advance directive.
Mar 6, 2014 • 12min
Financial Decision Making: The Key to Your Clients' Retirement Security
In episode #232, William Reichenstein, CFA, explains the key concepts of tax-efficient investing and how it affects an investment decision. He also suggests easy adjustments that a wealth manager can make that would have a big impact on the client.
Feb 12, 2014 • 10min
Can Germany Save the Eurozone?
In episode #231, Kai A. Konrad, Director at the Max Planck Institute for Tax Law and Public Finance, shares his views on the Eurozone including why Germany may not have the economic force necessary to save the Eurozone.
