CFA Institute

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월 2회 업데이트
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2일 전

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing

Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset allocation. Drawing on Fear, Not Risk, Explains Asset Pricing, the provocative paper he co-authored with Edward McQuarrie, Arnott explores why markets may reward investors less for traditional risk-taking than previously believed, and how fear—both of loss and of missing out—better explains investor behavior. From historical return data to the role of AI in gauging market sentiment, Arnott offers a bold framework that could reshape modern finance. Tune in to rethink the foundations of modern asset pricing.

2일 전

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32분
9월 1일

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/

9월 1일

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27분
9월 7일

Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities

How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are reshaping investment strategies. Drawing on more than 25 years of experience in securitized real estate debt, Daniel highlights the financial implications of climate risks and the opportunities emerging for investors. Listen now to gain insights into how sustainability considerations are transforming real estate debt and capital markets.

9월 7일

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35분
8월 18일

Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing

CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human creativity remains your strongest edge. Discover how to pair large language models with accurate data to cut through noise, reduce hallucinations, and make smarter decisions. Listen now to sharpen your AI investing skills—and explore Brian’s in-depth articles on the CFA Institute Research and Policy Center website, rpc.cfainstitute.org.

8월 18일

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25분
8월 1일

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how institutional investors can adapt to today’s shifting global landscape. Drawing on leadership experience at CalPERS, British Telecom Pension Scheme, and Nuveen, Anson reflects on regulatory complexity, the evolution of global equity markets, and why a 30/30/40 allocation model remains relevant. The episode explores emerging market opportunities, accessing the illiquidity premium in private capital, and how rising uncertainty—from geopolitical shifts to potential changes in endowment taxation—is shaping portfolio strategy. Anson also shares thoughtful advice for early-career professionals on developing global perspective and getting the most out of the CFA® charter. Tune in for a timely conversation on building resilient portfolios in an increasingly interconnected—and unpredictable—world.

8월 1일

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20분
7월 15일

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.

7월 15일

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25분
6월 15일

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.

6월 15일

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20분
8월 7일

Clare Brook: From Sustainable Finance to Ocean Impact in the Blue Economy

In this episode, Paul Moody interviews Clare Brook, a veteran of 24 years in sustainable finance who now leads Blue Marine Foundation. In their conversation Clare reflects on her journey from managing ESG funds and co-founding an investment firm to running an NGO dedicated to protecting the blue planet. Clare and Paul dive into innovative ways finance can accelerate marine conservation. They discuss cutting-edge mechanisms like blue bonds and debt-for-nature swaps that can funnel significant funding to ocean protection in countries that need it most . Clare also introduces the idea of biodiversity credits, a new tool for valuing restored ecosystems and attracting investment into projects from seagrass meadows to coral reefs . She explains how blending public, private, and philanthropic capital can help scale these solutions, even as she acknowledges the challenges of aligning investor expectations with conservation realities. Finally, Clare leaves listeners with an urgent yet hopeful call to action: finance professionals have a pivotal opportunity to drive meaningful impact in this space. Whether it’s backing transformative marine projects or simply using their influence to raise awareness.

8월 7일

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33분
7월 23일

Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making

Livio Stracca, Phd joins host Deborah Kidd, CFA, to introduce the innovative NGFS Short-Term Climate Scenarios. This groundbreaking tool is the first publicly available global resource designed to assess climate-related macroeconomic and sector risks over a five-year horizon for specific regions and industries. The scenarios demonstrate how extreme weather, policy shifts, and transition shocks could impact GDP, inflation, default probabilities, and financial stability within a time frame aligned with the decision-making process of central banks and financial institutions.

7월 23일

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32분
6월 1일

Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution. He also examines the expanding role of consultants and questions common assumptions in portfolio construction. A must-listen for anyone navigating the complex terrain of private markets.

6월 1일

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17분

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.

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CFA Institute

인기 프로그램

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing

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

Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities

Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World

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

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

Clare Brook: From Sustainable Finance to Ocean Impact in the Blue Economy

Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making

Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History

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