533 Episodes

  1. Meir Statman: Balancing Wealth and Wellbeing

    Published: 4/15/2024
  2. Mark Higgins, CFA: Lessons from US Financial History

    Published: 3/20/2024
  3. Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study

    Published: 3/6/2024
  4. Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast

    Published: 2/26/2024
  5. Daniel Peris, CFA: The Ownership Dividend

    Published: 2/21/2024
  6. Edward McQuarrie: Rethinking Portfolio Theory

    Published: 2/7/2024
  7. Ivan Mitov: The Intersection of AI and Risk Modeling

    Published: 1/24/2024
  8. Olivier Fines, CFA: Valuation of Cryptoassets

    Published: 1/10/2024
  9. Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies

    Published: 12/13/2023
  10. Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets

    Published: 11/29/2023
  11. Dan McGoey, CFA: Investing in Real Assets for the Future

    Published: 11/15/2023
  12. Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios

    Published: 11/1/2023
  13. Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients

    Published: 10/18/2023
  14. Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry

    Published: 10/4/2023
  15. Javier Gonzalez Lastra, CFA: Luxury Goods Investing

    Published: 9/20/2023
  16. Simon Skinner, CFA: Using Data to Drive Business Insights and Success

    Published: 9/6/2023
  17. Mac Lackey: Insights from a Serial Entrepreneur

    Published: 8/9/2023
  18. Peter Atwater: Charting a Path from Chaos to Clarity

    Published: 7/26/2023
  19. Eelco Fiole, CFA: Crypto Failures and the Quest for Governance

    Published: 7/12/2023
  20. Kai Wu: Unlocking Alpha by Harnessing Alternative Data and Modern Technology in Investment Strategies

    Published: 6/28/2023

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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.