Latest Cfacharter Podcast Episodes
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...
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...
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...
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...
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...
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...
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...
Do Relationships Really Matter? Let's Talk About the Future of Work in Wealth Management and Financial Planning.
Enterprising Investor - August 24, 2022 04:00 - 20 minutes ★★★★ - 50 ratingsFinancial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing ...
Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
Enterprising Investor - August 10, 2022 17:00 - 23 minutes ★★★★ - 50 ratingsEver considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great ...
Allen Sukholitsky, CFA: Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
Enterprising Investor - August 10, 2022 17:00 - 23 minutes ★★★★ - 50 ratingsEver considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great ...
Rising Rates & Equity Duration: What Bonds Can Tell Us About Equity Valuations
Enterprising Investor - July 27, 2022 04:00 - 22 minutes ★★★★ - 50 ratingsWhile rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus...
John Tobin, CFA: Rising Rates & Equity Duration
Enterprising Investor - July 27, 2022 04:00 - 22 minutes ★★★★ - 50 ratingsWhat Bonds Can Tell Us About Equity Valuations While rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration...
Exploring the Energy Market Outlook for 2022 and Beyond
Enterprising Investor - July 13, 2022 04:00 - 24 minutes ★★★★ - 50 ratingsEnergy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long...
Kathryn Downey Miller, CFA: Exploring the Energy Market Outlook for 2022 and Beyond
Enterprising Investor - July 13, 2022 04:00 - 24 minutes ★★★★ - 50 ratingsEnergy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long...
Sachin Khajuria: Breaking Down the Winning Principles of Private Equity Investing
Enterprising Investor - June 29, 2022 07:00 - 36 minutes ★★★★ - 50 ratingsPrivate equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s nev...
Breaking Down the Winning Principles of Private Equity Investing
Enterprising Investor - June 29, 2022 07:00 - 36 minutes ★★★★ - 50 ratingsPrivate equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s nev...
Samara Cohen: The Evolution of ETFs and Their Role in Today’s Market
Enterprising Investor - June 15, 2022 04:00 - 23 minutes ★★★★ - 50 ratingsExchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what do...
The Evolution of ETFs and Their Role in Today’s Market
Enterprising Investor - June 15, 2022 04:00 - 23 minutes ★★★★ - 50 ratingsExchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what do...
How can you overcome noise and bias in decision making?
Enterprising Investor - June 01, 2022 04:00 - 27 minutes ★★★★ - 50 ratingsWhat is noise? In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, p...
Olivier Sibony: How can you overcome noise and bias in decision making?
Enterprising Investor - June 01, 2022 04:00 - 27 minutes ★★★★ - 50 ratingsWhat is noise? In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, p...
John C. Hulsman: How is Russia’s War on Ukraine Affecting Investors?
Enterprising Investor - May 18, 2022 04:00 - 34 minutes ★★★★ - 50 ratingsIn what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. N...
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