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Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Episode 553
Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail to capture the real dynamics of…
Published on 1 day ago
Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems
Episode 552
Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52 retirement income systems ar…
Published on 2 weeks, 4 days ago
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
Episode 551
In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to ex…
Published on 1 month ago
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Episode 550
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 Ri…
Published on 1 month, 2 weeks ago
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Episode 549
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: S…
Published on 2 months ago
Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
Episode 548
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 workf…
Published on 2 months, 2 weeks ago
Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
Episode 547
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 ins…
Published on 3 months ago
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
Episode 546
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 …
Published on 3 months, 2 weeks ago
Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
Episode 545
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President's Council Representative for the Middle East and Africa, during the CFA Inst…
Published on 4 months ago
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
Episode 544
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 qu…
Published on 4 months, 2 weeks ago