Enterprising Investor – Details, episodes & analysis

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Enterprising Investor

CFA Institute

Business

Frequency: 1 episode/12d. Total Eps: 561

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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https://www.linkedin.com/in/lauren-
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https://www.linkedin.com/in/lauren-foster/
9 shares
https://www.linkedin.com/in/lauren-%20foster/
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https://twitter.com/laurenfosternyc
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https://twitter.com/robertghagstrom?lang=en
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https://twitter.com/AndrewWLo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
2 shares

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Score global : 48%

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Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions

Episode 554

Saturday, November 15, 2025 • Duration 35:29

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 Billionaires: A Guide to Better Financial Decisions. Using the "missing billionaires" puzzle as a starting point, Haghani explores why so many investors struggle with risk sizing, how our instincts often sabotage long-term results, and why dynamic asset allocation makes more sense than sticking to static rules. Listen now to learn how understanding "how much" to invest can be the key to lasting financial success.

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Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior

Episode 553

Saturday, November 1, 2025 • Duration 36:47

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 markets. Drawing from decades of experience — from hedge funds to the US Treasury — Bookstaber unpacks how human behavior, feedback loops, and network effects shape systemic risk and market crises. The conversation delves into how complexity science, agent-based modeling, and new AI tools can help investors build resilience and rethink how risk is managed.
Listen to the episode for insights on navigating today's interconnected financial landscape, and read Genevieve's recent report, Reframing Financial Markets as Complex Systems, available at https://rpc.cfainstitute.org/research/reports/2025/reframing-financial-markets-as-complex-systems.

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Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward

Episode 544

Sunday, June 15, 2025 • Duration 20:16

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 question—"What's the smartest thing you ever did?"—unlocks an inspiring range of stories about personal and professional transformation.
From a Singaporean ballet dancer who defied expectations, to an Argentine executive who discovered the Japanese concept of ikigai, to an Australian entrepreneur who rebuilt his life after addiction, Barbara explores how risk-taking, mindset shifts, career pivots, and geographic leaps often lead to unimagined success. With trademark warmth and insight, she illustrates how the boldest moves can become the smartest decisions.
Listen to the full episode for powerful, real-life stories—and explore the Rich Thinking summary on the Enterprising Investor blog for even more global insights.

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Investing Lessons: From Baseball to Bitcoin and Brené Brown

Episode 458

Wednesday, April 14, 2021 • Duration 41:00

Michael Falk, CFA, a partner at the Focus Consulting, applies the lessons he learned as a competitive baseball pitcher to investment teams and discusses the importance of creating a sell discipline for losers and winners in an investment portfolio, his many writing projects, and living with ALS, or Lou Gehrig's disease.
____

► Subscribe to our Take 15 Podcast YouTube channel here:
https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g

►Transcript: https://cfainst.is/3loZLxT

►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org
____

Topics discussed:
2:10 Michael's love for baseball and lessons to learn from the sport
4:33 Becoming a better listener
8:05 Sell discipline
11:11 When to retire and succession planning
15:17 Michael's article, Everything You Want to Know About Investing
18:30 Michael's new paper on stakeholder capitalism
21:25 Bitcoin: how should investors be thinking about cryptocurrencies
25:30 Michael's thoughts on blockchain technology
27:28 Michael's clinical trial
34:28 Embracing vulnerability
38:08 Flight or invisibility?

Related articles and links:

Everything You Need to Know About Investing
https://www.iwmonitordigital.com/iwmonitor/november_december_2020/MobilePagedArticle.action?articleId=1652473&app=false&cmsId=3881786#articleId1652473

Crypto Dreamin'? The Good, the Bad, and the Ugly
https://blogs.cfainstitute.org/investor/2020/06/16/crypto-dreamin-the-good-the-bad-and-the-ugly/

Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality
https://blogs.cfainstitute.org/investor/2020/09/15/michael-s-falk-cfa-on-safety-nets-trampolines-and-opportunity-equality/

Drug May Extend A.L.S. Patients' Lives by Several Months, Study Finds https://www.nytimes.com/2020/10/16/health/ALS-treatment.html

Understanding Risk Management: From Surfing to Retirement

Episode 457

Wednesday, April 7, 2021 • Duration 27:34

Perfect risk estimates do not exist, so how do we balance risk and reward? Risk scholar Allison Schrager, author of the CFA Institute Research Foundation brief "Learning About Risk Management: Insights from Unconventional Risk-Takers," provides insights on the nature of risk and uncertainty and potential reward and how to manage the trade-off. ____ ► Subscribe to our Take 15 Podcast YouTube channel ►Transcript: https://cfainst.is/2P87gNN ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Topics discussed: 2:25 Brothel, pimp, and risk management? 5:30 More noes than yeses 7:42 The art of storytelling 9:41 Lessons learned from big wave surfing 13:16 Allison's book, An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk 14:40 What is risk? And what is prudent or good risk management? 15:50 Retirement: What does it look like in the US right now? What worries you? And what gives you hope? 17:45 Should the idea of retirement be reimagined? [HBR link] 19:41 Why shouldn't Americans own stocks? 22:10 What's next on Allison's to-do-list? 23:15 Allison's advice on encouraging people to take on more sensible risk 24:05 Wrap-up questions o One long-term change that you hope to see as a result of the pandemic o What one item would you bring on a long space flight? o Flight vs. invisibility? ___ Related articles and links: Learning about Risk Management: Insights from Unconventional Risk-Takers: https://www.cfainstitute.org/en/research/foundation/2020/learning-about-risk-management An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk: https://www.amazon.com/Economist-Walks-into-Brothel-Unexpected-ebook/dp/B07FLK37HC#:~:text=Amazon.com%3A%20An%20Economist%20Walks,%3A%20Schrager%2C%20Allison%3A%20Kindle%20Store HBR article Why Retirement Is a Flawed Concept: https://hbr.org/2016/04/why-retirement-is-a-flawed-concept CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ Find Allison here: LinkedIn: https://www.linkedin.com/in/allison-schrager-4109015/ Twitter: https://twitter.com/AllisonSchrager Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc Connect with the Research Foundation: RF Showcase page: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5

Why Financial Advisers Must Generate Relationship Alpha

Episode 456

Wednesday, March 31, 2021 • Duration 36:34

Charlotte Beyer, founder and former CEO of the Institute for Private Investors and author or the CFA Institute Research Foundation brief "Relationship Alpha: The Emerging Competitive Advantage in Wealth Management," explains what relationship alpha is and why it's important and how advisers can better serve their clients. ____ ► Subscribe to the Take 15 channel here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Transcript: https://cfainst.is/2QAbHkV ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Topics discussed: 2:15 Intro: How Charlotte founded the Institute for Private Investors (IPI) 3:56 What has changed in wealth management over the last four decades 7:00 What really works well for advisors? 9:57 Research Foundation brief, Relationship Alpha: what is the relationship alpha and why should advisees care more about it? 3:18 How do advisors improve their authenticity in a virtual setting? 14:45 How does one measure relationship alpha? And can you train relationship alpha? 18:55 Key takeaways for marketing to prospects 21:38 Work at Wharton and eight components of wealth management chats 25:40 How do advisors distinguish themselves? How can advisors know if the client meeting is being successful? 29:25 Charlotte's book list 32:25 Wrap-up questions o One long-term change that you hope to see as a result of the pandemic o What one item would you bring on a long space flight? o Flight vs. invisibility? ___ Related articles and links: Research Foundation Brief: https://www.cfainstitute.org/en/research/foundation/2019/beyer-brief Link to the CFA Institute research: https://www.cfainstitute.org/-/media/documents/support/membership/value-of-premium-wealth-management.ashx (The research is cited on footnote #8 on page 19) That's What She Said: What Men Need to Know (and Women Need to Tell Them) About Working Together by Joanne Lipman A Wealth of Possibilities: Navigating Family, Money, and Legacy by Ellen Miley Perry CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc Find Charlotte here: LinkedIn: https://www.linkedin.com/in/charlottebeyer/ Twitter: https://twitter.com/CharlotteBBeyer Connect with the Research Foundation: RF Showcase page: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5

Cryptoassets: Complex, Risky, and Exciting

Episode 455

Wednesday, March 24, 2021 • Duration 41:54

Matt Hougan, chief investment officer at Bitwise Asset Management and co-author of the CFA Institute Research Foundation brief, "Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals," discusses valuation, risks, and what watch for on the horizon. ____ ► Subscribe to the Take 15 channel here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Transcript: https://cfainst.is/30VPT5n ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Topics discussed: 4:00 - Philosophy to ETFs and the leap into Bitcoin 4:43 - The light-bulb moment 11:45 - Crypto: the next big disruptive area of finance 14:40 - The reason behind why there is more than one cryptoasset? 17:29 - What role, if any, should cryptoassets have in a professionally managed portfolio and individual investors? 20:26 - What should financial advisors be thinking about and should they be caring about crypto? What should they be doing about the clients in crypto? 22:30 - What Matt thinks the biggest misunderstanding about crypto is? What is the actual reality? 24:36 - What do you say to the naysayers on crypto? 26:35 - Matt discusses allegations that the benefits of blockchain are exaggerated 29:11 - Five most widely used cryptoasset valuation techniques 23:19 - What should we watch out for on the horizon? 36:24 - What Matt holds in his crypto portfolio 37:20 - Closing questions - Ray of sunshine: long-term positive change from the pandemic - What do you take with you on a long NASA flight? - Flight vs. invisibility Related articles and links: Research Foundation Briefs: Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals White paper: "The Case for Bitcoin in the Institutional Portfolio" Download and share Research Foundation content (free to all): https://lnkd.in/emhTTi5 CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc Find Matt here: LinkedIn: https://www.linkedin.com/in/matthew-hougan Twitter: https://twitter.com/matt_hougan?lang=en Connect with the Research Foundation: RF Showcase page: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5

Investing in Africa: Perspective from the Continent

Episode 454

Wednesday, March 17, 2021 • Duration 37:33

Herman Warren, Africa Director for The Economist Corporate Network, discusses the economic and social impact of Covid-19 on sub-Saharan Africa in general, and South Africa in particular, the outlook for the continent post-pandemic, whether the commodities boom will turn into a supercycle, the role of China, and what Africa can expect from the Biden administration.

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Machine Learning Applications: What We Can Learn from Healthcare Finance

Episode 453

Wednesday, March 10, 2021 • Duration 19:39

Andrew Lo discusses his various fields of expertise and research with Anastasia Diakaki. Professor Lo's most recent work in healthcare finance, more timely than ever, serves as the starting point for a conversation covering the COVID-19 pandemic, machine learning applications in biopharma, artificial intelligence and the interpretability of machine learning results in the finance industry. When it comes to preparing for the future, we ask Andrew Lo: "Do we all need to become computer scientists?"

Topics discussed:

1:30 - Professor Lo's philosophy and approach in health care finance sector

2:43 - Applications: what are the implications of these tools?

4:51 - Lo's view on the pandemic and the acceleration of some processes

6:41 - Machine learning applications and health care

8:58 - Successes and improvements to algorithms in practice

10:57 - Computer science – the new life skill to have

13:24 - Machine learning algorithm used in the investment process

15:25 - Are your current students more comfortable with science skills?

16:55 - AI and human intelligence

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Enterprising Investor – Details, episodes & analysis

Podcast details

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Enterprising Investor – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

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RSS feed quality and score

Publication history

Latest published episodes

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LinkedIn34

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