All Episodes
Displaying 1 - 20 of 563 in total
Eddie Perkin, CFA: How to Outthink Investment Biases
Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can count...
Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet?
As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting por...
Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?
If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Inves...
Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American...
Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks
What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CF...
Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing
In this episode of Enterprising Investor, Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-host of the Animal Spirits pod...
Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy
Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting tra...
Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Ma...
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott t...
Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rul...
Roger Urwin: What a Total Portfolio Approach Looks Like in Practice
What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how...
Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset allocation amid faster regi...
Ashley Herd: Why Better Managers Drive Better Business Results
Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical...
Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance
Anna Martirosyan, strategy and transactions manager at EY Parthenon, speaks with guest host Lotta Moberg, CFA, about the ethical foundations of AI in finance, includin...
Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity science can offer a richer ...
Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing...
Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail...
Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems
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...
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
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 I...
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset all...
