Enterprising Investor - CFA Institute

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Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

Episode 529

Sunday, September 1, 2024 • Duration 28:23

Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights into how these strategies should be understood and integrated within client portfolios. Tune in to gain a deeper understanding of the dynamic world of index-based investment strategies.

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Cam Harvey: Forecasting Recessions

Episode 528

Thursday, August 15, 2024 • Duration 39:19

Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into his famous recession indicator and its historical performance, as well as perspective on the current volatile market and the Federal Reserve's potential actions. Tune in for an enlightening conversation filled with expert analysis and valuable investment insights.

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Mark Higgins, CFA: Lessons from US Financial History

Episode 519

Wednesday, March 20, 2024 • Duration 27:02

On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join Mike and Mark as they uncover the compelling insights from centuries of financial markets in this engaging discussion.

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Government pension schemes: how they rank and what makes a good one.

Episode 432

Wednesday, October 7, 2020 • Duration 25:31

In episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme?

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Lessons in Asset Allocation and Manager Selection

Episode 431

Wednesday, September 30, 2020 • Duration 42:07

Lessons in Asset Allocation and Manager Selection In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46&project_id=18442&format=pdf Topics discussed: • 1:40 – Mark's road trip experience from North Carolina to California • 7:30 – How are you thinking about asset allocation today? • 13:38 – Bitcoin: what changed your mind? How are you allocating in this area, and how should other investors be thinking of in terms of percentagewise for a hedge like Bitcoin? • 18:39 – Innovations that are getting you excited today? • 22:58 – Mark's process for evaluating managers and the characteristics he looks for • 31:37 – What was your biggest mistake? • 34:54 – What was your greatest learning moment? • 37:34 – Wrap up question Related articles and links: CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ ► Subscribe to the Take 15 Channel Here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren-foster/ Twitter: https://twitter.com/laurenfosternyc Find Mark here: Twitter: https://twitter.com/MarkYusko?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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Grasping alternative sources of alpha in today's investment landscape

Episode 430

Wednesday, September 23, 2020 • Duration 19:47

Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an overview of the fast-changing canvas of data and alternative sources of alpha.

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Investment Outlook and Thoughts from APAC

Episode 429

Wednesday, September 16, 2020 • Duration 28:41

Episode #429. Neil Govier, CFA, talks to Ken Siazon and Manish Sharma, CFA, both from Southeastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19.

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Data Analytics and Improving Investor Behavior

Episode 428

Wednesday, September 9, 2020 • Duration 35:42

In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.

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Investing in Africa: Is Now the Time?

Episode 427

Wednesday, September 2, 2020 • Duration 22:22

In episode #427, Melissa Cook, CFA, founder and managing director of African Sunrise Partners LLC, dispels some of the biggest misconceptions investors have when considering Africa and makes the case for investing in the continent.

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Risks and Opportunities in Global Bond Markets

Episode 426

Wednesday, August 26, 2020 • Duration 33:28

In episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim's investment process, and why investment management is a high calling.

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Enterprising Investor – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Enterprising Investor – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

Other99+

LinkedIn34

Twitter20

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other99+

LinkedIn34

Twitter20

Apple Podcasts

Spotify