The Investors First Podcast

89 Episodes

1. John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO

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

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

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

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

   Published: 8/27/2020
6. Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions

   Published: 8/20/2020
7. Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

   Published: 8/13/2020
8. Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes

   Published: 8/6/2020
9. Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?

   Published: 7/30/2020
10. Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience

    Published: 7/23/2020
11. Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals

    Published: 7/16/2020
12. Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts

    Published: 7/9/2020
13. Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility

    Published: 6/25/2020
14. Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton

    Published: 6/18/2020
15. Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

    Published: 6/11/2020
16. Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest

    Published: 6/4/2020
17. Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody

    Published: 5/28/2020
18. Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

    Published: 5/21/2020
19. Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta

    Published: 5/14/2020
20. Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share

    Published: 5/7/2020