Latest Alevel Podcast Episodes
Andy Lee: The Potential of Tax Receivable Agreements
Enterprising Investor - May 01, 2024 13:00 - 26 minutes ★★★★ - 50 ratingsIn this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, of...
Meir Statman: Balancing Wealth and Wellbeing
Enterprising Investor - April 15, 2024 15:04 - 25 minutes ★★★★ - 50 ratingsThis episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral F...
Mark Higgins, CFA: Lessons from US Financial History
Enterprising Investor - March 20, 2024 01:00 - 27 minutes ★★★★ - 50 ratingsOn 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 p...
Ep 72 - The Tragedy of Hamlet (Shakespeare)
Hardcore Literature - March 09, 2024 18:12 - 1 hour ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study
Enterprising Investor - March 06, 2024 05:00 - 25 minutes ★★★★ - 50 ratingsIn this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This ye...
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast
Enterprising Investor - February 26, 2024 15:25 - 54 seconds ★★★★ - 50 ratingsIn March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first.
Daniel Peris, CFA: The Ownership Dividend
Enterprising Investor - February 21, 2024 02:00 - 32 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explain...
Edward McQuarrie: Rethinking Portfolio Theory
Enterprising Investor - February 07, 2024 08:00 - 27 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds...
Ivan Mitov: The Intersection of AI and Risk Modeling
Enterprising Investor - January 24, 2024 08:00 - 22 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models. The discussion centers around the application o...
Olivier Fines, CFA: Valuation of Cryptoassets
Enterprising Investor - January 10, 2024 08:00 - 28 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the ...
Ep 71 - Book Club Schedule for 2024
Hardcore Literature - December 24, 2023 17:59 - 53 minutes ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies
Enterprising Investor - December 13, 2023 02:30 - 21 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading quant expert in the field of investment research. Dr. Simonian is the co-author of a new book called "Quantitative Global Bond Portfolio Management," which explores the application of quantitative method...
Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets
Enterprising Investor - November 29, 2023 08:02 - 20 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating ...
Dan McGoey, CFA: Investing in Real Assets for the Future
Enterprising Investor - November 15, 2023 08:00 - 18 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives, s...
Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios
Enterprising Investor - November 01, 2023 07:00 - 22 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Anja Hochberg, responsible for multi-asset solutions at Zürcher Kantonalbank. They discuss the challenges of setting asset mix in a volatile market, with topics including real estate, equity markets, and the uncertain glo...
Ep 70 - Gothic Literature and the Rise of the Vampire
Hardcore Literature - October 29, 2023 14:00 - 47 minutes ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients
Enterprising Investor - October 18, 2023 07:00 - 20 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in lin...
Ep 69 - The Importance of Being Earnest (Oscar Wilde)
Hardcore Literature - October 14, 2023 13:07 - 1 hour ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry
Enterprising Investor - October 04, 2023 07:00 - 30 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be...
Javier Gonzalez Lastra, CFA: Luxury Goods Investing
Enterprising Investor - September 20, 2023 07:00 - 22 minutes ★★★★ - 50 ratingsHost Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector. Javier explains that while the luxury goods market is fragmented, companies like LVMH have managed to build large conglomerates. He discus...
Simon Skinner, CFA: Using Data to Drive Business Insights and Success
Enterprising Investor - September 06, 2023 14:33 - 23 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, Mike Wallberg, CFA, interviews the head of the global investment team at Orbis Investments, Simon Skinner, CFA. They discuss Orbis' unique approach to asset management, including refunding of performance fees in the case of underperformance. They also delve int...
Mac Lackey: Insights from a Serial Entrepreneur
Enterprising Investor - August 09, 2023 07:00 - 29 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, host Mike Wallberg is joined by serial entrepreneur and angel investor, Mac Lackey. With a background in starting, scaling, and selling multiple companies, Mac shares his secrets to success as an entrepreneur and investor. From his passion for soccer to his var...
Peter Atwater: Charting a Path from Chaos to Clarity
Enterprising Investor - July 26, 2023 07:00 - 26 minutes ★★★★ - 50 ratingsEver wondered how your confidence level influences your decision making and how understanding this concept could be a game changer in the world of finance? Tune into our engaging conversation with Peter Atwater, author of the new book The Confidence Map: Charting a Path from Chaos to Clarity. Y...
Ep 68 - How to Start Writing Literature (Lessons from Great Writers)
Hardcore Literature - July 12, 2023 12:21 - 1 hour ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Eelco Fiole, CFA: Crypto Failures and the Quest for Governance
Enterprising Investor - July 12, 2023 10:00 - 23 minutes ★★★★ - 50 ratingsDiscover the crucial role of governance and fiduciary thinking in the blockchain and crypto space as we navigate the recent cryptocurrency failures of FTX and Terra Luna with Eelco Fiole, co-founder and managing partner of Alpha Governance Partners, and guest host, Andres Vinelli, chief economis...
Kai Wu: Unlocking Alpha by Harnessing Alternative Data and Modern Technology in Investment Strategies
Enterprising Investor - June 28, 2023 13:30 - 18 minutes ★★★★ - 50 ratingsDiscover how to unlock the power of alternative data in your investment strategy with Kai Wu, founder and chief investment officer of Sparkline Capital, as he speaks with Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute. Listen in as we explore the use of modern technolog...
Sonny Kalsi: Navigating Bank Failures and Commercial Real Estate Holdings
Enterprising Investor - June 14, 2023 08:39 - 16 minutes ★★★★ - 50 ratingsIn this episode of Guiding Assets, Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute, interviews BentallGreenOak co-CEO Sonny Kalsi. They discuss the outlook for office real estate and regional banks, as well as the best places to invest in this environment. They also touc...
Ep 67 - How to Create a Powerful Daily Reading Practice
Hardcore Literature - June 04, 2023 15:21 - 1 hour ★★★★★ - 329 ratingsIf you're enjoying the Hardcore Literature Show, there are two ways you can show your support and ensure it continues: 1. Please leave a quick review on iTunes. 2. Join in the fun over at the Hardcore Literature Book Club: patreon.com/hardcoreliterature Thank you so much. Happy listening a...
Celebrating 500 Episodes: Reliving the Best Moments From 2007 to Today
Enterprising Investor - May 24, 2023 10:27 - 19 minutes ★★★★ - 50 ratingsJoin us for a celebratory trip down memory lane as we mark the 500th episode of Guiding Assets! This little show we started all the way back in 2007 has now survived a dozen hosts, two financial crises, and a pandemic. We will look back at the history of the show and welcome back some familiar v...
Marko Papic: Predictions and Insights for Investing in a Complex Geopolitical World
Enterprising Investor - May 17, 2023 10:00 - 24 minutes ★★★★ - 50 ratingsIn this fascinating episode, Andres Vinelli, chief economist at CFA Institute, sits down with Marko Papic, partner and chief strategist at Clocktower Group, to explore the geopolitical implications of a multi-polar world. Listen in as we discuss the role of the US and emerging markets, and provi...