Enterprising Investor

CFA Institute
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Enterprising Investor Podcast

Formerly Guiding Assets, 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.

  1. Drew Estes, CFA: Investing through an Evolutionary Lens

    16 SEPT

    Drew Estes, CFA: Investing through an Evolutionary Lens

    Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies. He shares his disillusionment with traditional economic theories, particularly equilibrium theory, and advocates for a broader understanding of economics by incorporating biological concepts. Drew explains how both economists and biologists study the same phenomenon—evolution—and highlights the importance of replication, heritable traits, and variability in commerce. Listen now to discover how evolutionary theory can lead to smarter investment decisions.

    25 min
  2. Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

    1 SEPT

    Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

    Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights into how these strategies should be understood and integrated within client portfolios. Tune in to gain a deeper understanding of the dynamic world of index-based investment strategies.

    28 min
  3. Cam Harvey: Forecasting Recessions

    15 AUG

    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.

    39 min
  4. Ken Laudan: Investing in the Age of AI

    1 AUG

    Ken Laudan: Investing in the Age of AI

    Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also touches on the current market landscape and the emergence of a shifting narrative toward other stocks. Tune in to gain a fresh perspective on the evolving role of AI in investments and the complexities of today's market dynamics.

    25 min
  5. Feifei Li: AI in Investment Research

    15 JUL

    Feifei Li: AI in Investment Research

    Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then pivots to her current role at Kavout Algo Financial, where she is spearheading the development of an AI tool aimed at revolutionizing the investment research process. Feifei provides a fascinating look at the intersection of AI and fintech, and what it means for the future of investment research. Feifei also shared insights from her recent Financial Analyst Journal article with Robert Arnott and Juhani Linnainmaa, “Smart Rebalancing,” which explores strategies to reduce trading costs while maintaining portfolio efficacy.

    26 min
  6. David Blanchett, CFA: The Role of Commodities in Portfolio Allocation

    1 JUL

    David Blanchett, CFA: The Role of Commodities in Portfolio Allocation

    Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights into retirement planning strategies. Read the full paper here: https://cfainst.is/4eW9BTp.

    26 min
  7. Alfonso Ricciardelli: Alternative Credit

    15 JUN

    Alfonso Ricciardelli: Alternative Credit

    In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited “An Introduction to Alternative Credit” for the CFA Institute Research Foundation. Mike and Alfonso discuss the motivation behind the paper and the importance of expanding access to retail investors for alternative credit products. Tune in to learn more about this niche area of finance!

    25 min
  8. Chris Geczy: Unpacking the Role of AI in Finance

    1 JUN

    Chris Geczy: Unpacking the Role of AI in Finance

    On this episode of Enterprising Investor, Mike Wallberg, CFA, interviews Chris Geczy from UPenn's Wharton School about the application of AI in the investment industry. Professor Geczy discusses the evolution of AI in finance and its historical context dating back to the 1960s. Join the conversation to explore the intersection of AI and investment strategies.

    29 min
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About

Formerly Guiding Assets, 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.

Information

  • Channel
    CFA Institute
  • Creator
    CFA Institute
  • Years Active
    2007 - 2024
  • Episodes
    522
  • Rating
    Clean
  • Copyright
    © Copyright 2024 CFA Institute. All Rights Resevered.
  • Show Website
    Enterprising Investor

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