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15 ΙΟΥΛ

Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025

What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market reaction to Middle East tensions and the structural tilt of US markets toward growth, to the evolving implications of tariffs and AI’s layered impact across industries, Shipley offers a clear-eyed view on where investors might find both challenges and opportunities. Listen in for his take on why value stocks are resurfacing, how housing affordability pressures could shape the macro landscape, and why small caps might be ripe for a comeback. Don’t miss this deep-dive conversation on market resilience, risk signals, and forward-looking strategies for navigating volatility.

15 Ιουλ

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25 λεπτά
1 ΣΕΠ

Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to compliance automation and cross-border payments. He explains why tokenization can lower costs, increase efficiency, and improve transparency across markets, and how regulatory clarity in Washington is accelerating adoption. The discussion also explores: Real-world use cases for tokenized securities The role of blockchain in reducing settlement times and costs How tokenization parallels ADRs in global investing The regulatory landscape for stablecoins and digital assets The investment case for Bitcoin and select cryptocurrencies For the CFA Institute perspective on tokenization, visit rpc.cfainstitute.org and search “tokenization.” This show is made possible through partnerships with sponsors like Tenzing MEMO. Tenzing MEMO gets professionals up to speed quickly on ~6,000 public companies with real-time research, topical briefings, and intelligent Q&A derived from the latest market data, filings, news, and transcripts. Use MEMO to go from 0 to 60 fast on your watchlist, competitors, clients, and your own company, too. Register for a free trial to see what Tenzing MEMO can do for you today. Visit their website and give it a try. https://www.tenzingmemo.com/

1 Σεπ

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27 λεπτά
15 ΙΟΥΝ

Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central question—“What’s the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singaporean ballet dancer who defied expectations, to an Argentine executive who discovered the Japanese concept of ikigai, to an Australian entrepreneur who rebuilt his life after addiction, Barbara explores how risk-taking, mindset shifts, career pivots, and geographic leaps often lead to unimagined success. With trademark warmth and insight, she illustrates how the boldest moves can become the smartest decisions. Listen to the full episode for powerful, real-life stories—and explore the Rich Thinking summary on the Enterprising Investor blog for even more global insights.

15 Ιουν

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20 λεπτά
15 ΜΑΡ

Peter Zeihan: America’s Evolving Geopolitical Landscape

Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of the US in international trade, the economic impact of demographic shifts, and how America's political landscape is reshaping its strategy on the world stage. Peter unpacks the forces driving today’s geopolitical and economic upheaval, offering insights on what the future holds for investors, businesses, and nations alike. Be sure to catch both Peter and Mike at CFA Institute LIVE 2025 in Chicago this May! This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

15 Μαρ

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24 λεπτά
1 ΜΑΪ́

Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs, and the overall energy in Apollo's offices. With a focus on how investors can effectively allocate semi-liquid assets into their portfolios, this episode provides valuable perspectives for navigating today's investment landscape. Tune in for expert insights from a leader in private equity. This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

1 Μαΐ

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26 λεπτά
15/08/2024

Cam Harvey: Forecasting Recessions

Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into his famous recession indicator and its historical performance, as well as perspective on the current volatile market and the Federal Reserve's potential actions. Tune in for an enlightening conversation filled with expert analysis and valuable investment insights.

15/08/2024

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39 λεπτά
15/10/2024

Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks

Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks off with a fascinating tale involving Warren Buffett's early investment in the 1960s, featuring the notorious figure Tino DeAngelis and an anonymous tipster known as The Voice. Dr. Foerster emphasizes the importance of learning from history beyond just financial metrics, encouraging investors to consider the broader context of their decisions. Tune in for a rich discussion about the lessons that can be gleaned from both triumphs and missteps in the investment world.

15/10/2024

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26 λεπτά
15/11/2024

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems

In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in providing investment advice and leading long-term savings reform projects, shares insights into the key features of robust pension systems and the challenges faced by underperforming ones.

15/11/2024

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29 λεπτά
17/12/2024

Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency

In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," which Olivier co-authored. Olivier shared insights from the survey report, and Mark provided a historical perspective on reserve currencies and events that have triggered shifts away from dominant currencies in the past. This engaging conversation provides valuable insights into the complexities of US debt, the role of the dollar, and the historical context that shapes our current financial system.

17/12/2024

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33 λεπτά
07/04/2021

Understanding Risk Management: From Surfing to Retirement

Perfect risk estimates do not exist, so how do we balance risk and reward? Risk scholar Allison Schrager, author of the CFA Institute Research Foundation brief “Learning About Risk Management: Insights from Unconventional Risk-Takers,” provides insights on the nature of risk and uncertainty and potential reward and how to manage the trade-off. ____ ► Subscribe to our Take 15 Podcast YouTube channel ►Transcript: https://cfainst.is/2P87gNN ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Topics discussed: 2:25 Brothel, pimp, and risk management? 5:30 More noes than yeses 7:42 The art of storytelling 9:41 Lessons learned from big wave surfing 13:16 Allison’s book, An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk 14:40 What is risk? And what is prudent or good risk management? 15:50 Retirement: What does it look like in the US right now? What worries you? And what gives you hope? 17:45 Should the idea of retirement be reimagined? [HBR link] 19:41 Why shouldn’t Americans own stocks? 22:10 What’s next on Allison’s to-do-list? 23:15 Allison’s advice on encouraging people to take on more sensible risk 24:05 Wrap-up questions o One long-term change that you hope to see as a result of the pandemic o What one item would you bring on a long space flight? o Flight vs. invisibility? ___ Related articles and links: Learning about Risk Management: Insights from Unconventional Risk-Takers: https://www.cfainstitute.org/en/research/foundation/2020/learning-about-risk-management An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk: https://www.amazon.com/Economist-Walks-into-Brothel-Unexpected-ebook/dp/B07FLK37HC#:~:text=Amazon.com%3A%20An%20Economist%20Walks,%3A%20Schrager%2C%20Allison%3A%20Kindle%20Store HBR article Why Retirement Is a Flawed Concept: https://hbr.org/2016/04/why-retirement-is-a-flawed-concept CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ Find Allison here: LinkedIn: https://www.linkedin.com/in/allison-schrager-4109015/ Twitter: https://twitter.com/AllisonSchrager Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc Connect with the Research Foundation: RF Showcase page: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5

07/04/2021

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28 λεπτά

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Please check out our collection of podcasts that provide fresh and enlightening takes on issues important to today's financial professionals.

Ιστότοπος

CFA Institute

Κορυφαίες εκπομπές

Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025

Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain

Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward

Peter Zeihan: America’s Evolving Geopolitical Landscape

Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market

Cam Harvey: Forecasting Recessions

Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems

Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency

Understanding Risk Management: From Surfing to Retirement

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