Latest Alevel Podcast Episodes
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...
Susan HayesCulleton, CFA, on Making Financial Literacy Engaging and Accessible for Teens
Enterprising Investor - May 03, 2023 07:00 - 31 minutes ★★★★ - 50 ratingsSusan HayesCulleton, CFA, a noted author, economist, and managing director of The HayesCulleton Group, shares her experience in building a successful financial literacy program called "Money Matters" that has been rolled out in every high school in Ireland. We discuss the importance of relations...
Ep 66 - The Bookish Q&A Show (Coffee with Hardcore Literature)
Hardcore Literature - April 26, 2023 18:33 - 1 hour ★★★★★ - 373 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...
Ep 65 - How to Possess Poetry by Memory
Hardcore Literature - April 22, 2023 11:39 - 1 hour ★★★★★ - 373 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...
Ep 65 - How to Possess by Poetry by Memory
Hardcore Literature - April 22, 2023 11:39 - 1 hour ★★★★★ - 373 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...
Anubhuti Gupta, CFA, CIPM: Lessons for Investors in Inflationary Environments
Enterprising Investor - April 19, 2023 09:24 - 26 minutes ★★★★ - 50 ratingsDive deep into the world of asset allocation with Anubhuti Gupta, CFA, CIPM, a senior principal consultant for Mercer's Wealth business in Singapore. We discuss the impact of inflation on portfolios and how investors can structure them for resilience amidst inflationary pressures. We also explor...
Gerry Fowler, CFA, of UBS Talks Strategies for Mastering Market Forecasts
Enterprising Investor - April 05, 2023 09:00 - 22 minutes ★★★★ - 50 ratingsIn this episode, we dive deep into strategies for building robust market forecasts with Gerry Fowler, CFA, Head of European Equity Strategy and Global Derivative Strategy at UBS. We discuss the importance of leading indicators in understanding potential future outcomes for market and business cy...
Ep 64 - How to Approach a Special Author Project
Hardcore Literature - April 03, 2023 18:15 - 1 hour ★★★★★ - 373 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...
Ep 63 - Reflecting on Life, Literature & Reading the Great Books
Hardcore Literature - March 22, 2023 18:00 - 1 hour ★★★★★ - 373 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...
Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil
Enterprising Investor - March 21, 2023 14:11 - 20 minutes ★★★★ - 50 ratingsIn this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on b...
Ep 62 - Prometheus Bound (Aeschylus)
Hardcore Literature - March 20, 2023 16:19 - 59 minutes ★★★★★ - 373 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: Creating Your Own Personal Business Model
Enterprising Investor - March 15, 2023 07:00 - 21 minutes ★★★★ - 50 ratingsDuring the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, includi...
Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants
Enterprising Investor - March 01, 2023 08:00 - 16 minutes ★★★★ - 50 ratingsGlobal FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RB...
Ep 61 - How Much Land Does A Man Need? (Tolstoy)
Hardcore Literature - February 25, 2023 19:34 - 1 hour ★★★★★ - 373 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...
Ep 60 - The Tragedy of Macbeth (Shakespeare)
Hardcore Literature - February 22, 2023 18:14 - 1 hour ★★★★★ - 373 ratingsDear Lovers of Great Literature — Thank you so much for listening to the show. If you would like more Shakespeare discussions, we have a library of lectures, guided readings, and bookish content at the Hardcore Literature Book Club at Patreon.com/HardcoreLiterature We are currently reading t...
Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships
Enterprising Investor - February 15, 2023 08:00 - 12 minutes ★★★★ - 50 ratingsOne approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships an...
Ep 59 - The Book of Job (Reading the Bible as Great Literature)
Hardcore Literature - February 14, 2023 09:05 - 41 minutes ★★★★★ - 373 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...
Julia Dhar: Secrets to Disagreeing Productively
Enterprising Investor - February 01, 2023 08:00 - 27 minutes ★★★★ - 50 ratingsThe tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance ques...
Ep 58 - How to Make 2023 Your Greatest Reading Year (and Lessons from the Great Books)
Hardcore Literature - January 29, 2023 17:00 - 1 hour ★★★★★ - 373 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...
Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX
Enterprising Investor - January 18, 2023 08:00 - 28 minutes ★★★★ - 50 ratingsIn the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CF...
Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again)
Enterprising Investor - January 04, 2023 08:00 - 27 minutes ★★★★ - 50 ratingsGeopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The ...
George Cipolloni, CFA: Investing When the Tide Goes Out
Enterprising Investor - December 14, 2022 08:00 - 23 minutes ★★★★ - 50 ratingsA Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfol...
Reshma Rajagopalan, CFA: Keeping Risk Management at the Forefront to Achieve Return Goals
Enterprising Investor - November 30, 2022 08:00 - 18 minutes ★★★★ - 50 ratings“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA,...
Steve Cook: The Growth and Evolution of Active ETFs
Enterprising Investor - November 16, 2022 14:34 - 26 minutes ★★★★ - 50 ratingsETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, includin...
Arezu Moghadam: Enhancing the Art and Science of Investment Management through AI and ML
Enterprising Investor - November 02, 2022 15:00 - 24 minutes ★★★★ - 50 ratingsAn emerging and critical application of data science in the asset management industry is the use of artificial intelligence and machine learning to support both the art and science of fundamental investing. Arezu Moghadam, Managing Director and Global Head of Data Science at JP Morgan Asset Mana...
Ep 57 - The Best Beginnings in Great Literature
Hardcore Literature - November 02, 2022 11:04 - 55 minutes ★★★★★ - 373 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...
Richard Brandweiner, CFA: A Purposeful Career
Enterprising Investor - October 19, 2022 04:00 - 23 minutes ★★★★ - 50 ratingsThe Journey to Leading a Global Investment Firm Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected lea...
Jason Lamin: Walking the Talk
Enterprising Investor - October 06, 2022 13:30 - 20 minutes ★★★★ - 50 ratingsHow Asset Owners are Using DEI Metrics in Manager Selection and Investment Decision Making Diverse investment teams outperform on many levels. Having a dedicated DEI strategy and culture at your investment firm can not only enhance investment performance, but also can contribute to significan...
Adam Rein: Investing for Impact and Return
Enterprising Investor - September 21, 2022 19:15 - 16 minutes ★★★★ - 50 ratingsAligning Client Objectives with Portfolios Demand for impact investments has never been higher among high net worth clients, but capital allocation to impact strategies is still a small fraction of demand. How can advisors help their clients align objectives, build portfolios and invest in so...
Are Bitcoins Really Just Pet Rocks? The State of Crypto Assets in 2022
Enterprising Investor - September 07, 2022 21:03 - 28 minutes ★★★★ - 50 ratingsMatthew Hougan and David Lawant from Bitwise, the world's leader in crypto index funds, join Mike to talk about the current state of crypto currencies in 2022. They talk about market fundamentals, valuing crypto assets in the current volatile market, what has changed, and how to approach these a...