512 episodes

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.

Enterprising Investor CFA Institute

    • Business
    • 4.4 • 89 Ratings

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.

    Meir Statman: Balancing Wealth and Wellbeing

    Meir Statman: Balancing Wealth and Wellbeing

    This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions about financial and life well-being. Dr. Statman shares personal insights that highlight the importance of understanding risks beyond the stock market. Tune in to gain valuable perspectives on the intersection of money, happiness, and investing success.

    • 25 min
    Mark Higgins, CFA: Lessons from US Financial History

    Mark Higgins, CFA: Lessons from US Financial History

    On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join Mike and Mark as they uncover the compelling insights from centuries of financial markets in this engaging discussion.

    • 27 min
    Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study

    Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study

    In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This year's study asked 50 successful people about their investment portfolios. Barbara shares her insights and goals for the study, aiming to advance the world of women and finance. Her full report will be released on Friday, March 8, 2024.

    • 25 min
    Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast

    Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast

    In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first. 

    • 54 sec
    Daniel Peris, CFA: The Ownership Dividend

    Daniel Peris, CFA: The Ownership Dividend

    In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it normal to focus on capital gains and overlook the importance of dividends. Drawing on his background as a historian, Dr. Peris provides a unique perspective on the significance of dividends in investment strategies.

    • 32 min
    Edward McQuarrie: Rethinking Portfolio Theory

    Edward McQuarrie: Rethinking Portfolio Theory

    In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds over the long term and that a negative correlation between bonds and stocks leads to effective diversification. He discusses his research, which takes a historical perspective by analyzing U.S. stock and bond records dating back to 1792. Dr. McQuarrie explains how his research builds upon previous work by Jeremy Siegel, highlighting the advantages of accessing older historical data. This thought-provoking episode challenges conventional wisdom and provides listeners with a fresh perspective on portfolio theory.
    Read the article in the Financial Analysts Journal: https://cfainst.is/49uRrEq

    • 27 min

Customer Reviews

4.4 out of 5
89 Ratings

89 Ratings

JoanieUSA ,

Great content

Found this show recently. Some really top flight guests and solid content. Highly recommended!

Machellek18 ,

Great podcast

Love the content. Keep up the good work!

GrantInCali ,

Happy I found this

found this show recently. I’m been a CFA for almost a decade but didn’t know this existed. Great content and top tier guests. Look forward to more investment focused contents. Just lay off the climate and ESG stuff. Too much of that lately.

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