The Investors First Podcast

A podcast by CFA Society Orlando

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84 Episodes

  1. Bill Brewster, CFA: Value, Robinhood and #FinTwit

    Published: 4/1/2021
  2. Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

    Published: 3/18/2021
  3. Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered

    Published: 3/4/2021
  4. Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary

    Published: 2/18/2021
  5. Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

    Published: 2/4/2021
  6. Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL

    Published: 1/21/2021
  7. Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow

    Published: 1/7/2021
  8. Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha

    Published: 11/12/2020
  9. Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements

    Published: 11/5/2020
  10. Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work

    Published: 10/29/2020
  11. Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    Published: 10/22/2020
  12. Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime

    Published: 10/15/2020
  13. Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide

    Published: 10/12/2020
  14. Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto

    Published: 10/8/2020
  15. Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man

    Published: 10/1/2020
  16. John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO

    Published: 9/24/2020
  17. Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential

    Published: 9/17/2020
  18. Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness

    Published: 9/10/2020
  19. Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language

    Published: 9/3/2020
  20. Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing

    Published: 8/27/2020

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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.