Latest Cfacharter Podcast Episodes
Addiction: Helping Clients, Families, and Loved Ones in Distress
Enterprising Investor - June 24, 2020 13:58 - 25 minutes ★★★★ - 50 ratingsIn episode #417, Arden O’Connor discusses how financial advisers can recognize potential addiction issues with clients and shares effective communication strategies and resources for helping clients and families in sensitive situations.
Will COVID-19 accelerate or slow down the inevitable changes to the investment management industry
Enterprising Investor - June 17, 2020 10:00 - 18 minutes ★★★★ - 50 ratingsIn episode #416, Sam Stubbs, founder and managing director of Simplicity, talks to Neil Govier, CFA, about the impact, positive or negative, that COVID-19 will have on the changes taking place within the finance industry and its impact on investor trust.
Financial Advisers and Female Clients: Risks and Opportunities
Enterprising Investor - June 10, 2020 10:00 - 13 minutes ★★★★ - 50 ratingsIn episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients.
How to Read Financial News and Set Aside our Biases
Enterprising Investor - June 03, 2020 10:00 - 25 minutes ★★★★ - 50 ratingsIn episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias.
Investing in the Era of COVID-19: Geopolitics, Risk, and Forecasts
Enterprising Investor - May 27, 2020 13:01 - 21 minutes ★★★★ - 50 ratingsIn episode #413, Joachim Klement, CFA discusses how investors can assess which geopolitical risks are important for their portfolios, shares advice on forecasting, and explains why investors must pay attention to climate change.
Peter Zeihan on COVID-19 and the Coming Global Disorder
Enterprising Investor - May 22, 2020 10:00 - 29 minutes ★★★★ - 50 ratingsIn this bonus episode, Geopolitical strategist and author Peter Zeihan discusses why the global order, as we know it, is about to collapse, touches on the US presidential elections, and takes listeners on a whistle-stop of where we stand in the current COVID-19 crisis and what to expect in the c...
Decision-Making: Morgan Housel in Conversation with Annie Duke
Enterprising Investor - May 21, 2020 10:00 - 30 minutes ★★★★ - 50 ratingsIn this bonus episode, Morgan Housel, author of the forthcoming book, “The Psychology of Money,” interviews author, business consultant, and former professional poker player Annie Duke, about the science and strategy of decision-making and Annie’s forthcoming book, “How to Decide.”Their conversa...
Saving the Human Race One Project at a Time
Enterprising Investor - May 20, 2020 12:49 - 41 minutes ★★★★ - 50 ratingsIn episode #412, Ashby Monk, executive and research director of the Stanford Global Projects Center and a member of the Future of Finance council, talks about innovation and tech disruption in finance, the future of ESG investing, and more.
Building Relevance and Resilience in Times of Crisis
Enterprising Investor - May 13, 2020 10:00 - 16 minutes ★★★★ - 50 ratingsIn episode #411, Rebecca Fender, CFA, and Bob Stammers, CFA, co-authors of the award-winning report “Investment Professional of the Future,” discuss the findings in light of the COVID-19 pandemic and the disruption that has roiled businesses and financial markets.
COVID-19: How Big Governments and Big Tech Will Emerge Stronger
Enterprising Investor - May 07, 2020 10:00 - 20 minutes ★★★★ - 50 ratingsIn episode #410, Andrew Sheng discusses the current and potential impacts COVID-19 will have on globalization, governments, and the economy. What will happen to investors' trust in the finance industry, and who or what will emerge stronger?
Trust and Leadership in the Investment Industry during COVID-19
Enterprising Investor - April 29, 2020 10:00 - 19 minutes ★★★★ - 50 ratingsIn episode #409, Margaret Franklin, CFA, CEO and President of CFA Institute, discusses how CFA Institute is helping the investment management industry during COVID-19, long-term ramifications, and how to lead and build trust during a crisis.
Trust in the Era of Artificial Intelligence, Innovation, and Technology
Enterprising Investor - April 22, 2020 10:00 - 19 minutes ★★★★ - 50 ratingsEpisode #408. We use the word "trust" a lot, but what does it mean, and why is it important in the investment industry and beyond? How can financial firms and professionals build trust? Can innovation and technology enhance trust? In this episode, Rebecca Fender, CFA, and Bob Stammers, CFA, disc...
Meditation Tips for Staying Calm During a Crisis
Enterprising Investor - April 08, 2020 10:00 - 24 minutes ★★★★ - 50 ratingsEpisode #407. The outbreak of coronavirus disease 2019 (COVID-19) is causing widespread concern, fear, and stress. In this episode, Jason Voss, CFA, a lifelong meditator who has spent the last 20 years researching meditation and its benefits, explains how meditation can help reduce stress, espec...
Panics and Pandemics: What We Can Learn from the Past
Enterprising Investor - April 01, 2020 14:08 - 41 minutes ★★★★ - 50 ratingsEpisode #406. Pandemic panic has engulfed financial markets. In this timely and wide-ranging episode, financial economist Robert F. Bruner, co-author of The Panic of 1907: Lessons Learned from the Market's Perfect Storm, discusses the 1907 panic, what the Spanish Flu can teach us about the Novel...
Yanis Varoufakis on the State of Europe
Enterprising Investor - March 25, 2020 10:00 - 17 minutes ★★★★ - 50 ratingsEpisode #405. Yanis Varoufakis discusses the lessons he learned during his tenure as Minister of Finance of Greece and how they led to his co-founding DiEM 25, the pan-European movement for the democratization of Europe. In this short interview, he shares his views on the relationship between po...
Olof Granstrom on Facts and Truth
Enterprising Investor - March 18, 2020 13:19 - 13 minutes ★★★★ - 50 ratingsEpisode #404. Olof Granstrom discusses the concept of factfulness and his work on helping people understand the world through data. In this short interview, Granstrom talks about dealing with conflicting facts and incorporating them into decision making.
From Activist to Altruist: Bill Browder's Journey
Enterprising Investor - March 11, 2020 10:00 - 13 minutes ★★★★ - 50 ratingsIn episode #403, human rights activist Bill Browder discusses the role personal history and timing played in his career trajectory. From the founding of Hermitage Capital Management just after the fall of the Soviet Union, to his current role fighting state-sponsored corruption and human rights ...
Stephanie Kelton on Modern Monetary Theory
Enterprising Investor - March 04, 2020 11:00 - 18 minutes ★★★★ - 50 ratingsEpisode #402. Stephanie Kelton explains modern monetary theory, a new approach to economics. She explains how to break free of the myths and misunderstandings about money and the role of taxes, debt, and deficits that have hamstrung policymakers around the world.
Integrating ESG in Fixed-Income Investing
Enterprising Investor - February 26, 2020 11:00 - 9 minutes ★★★★ - 50 ratingsIn episode #401, Kathleen M. Bochman, CFA, discusses the state of the art of ESG (environmental, social, and governance) integration in fixed-income management.
The End of a Decade
Enterprising Investor - February 19, 2020 11:00 - 14 minutes ★★★★ - 50 ratingsIn this 400th episode of the Take 15 Podcast, Mebane Faber, a cofounder and chief investment officer of Cambria Investment Management, and our guest host, Rodney Sullivan, CFA, discuss industry trends and global asset allocation strategy as we head into a new decade of the 2020s. Mr. Faber cauti...
Feelings and Forecasts: Overconfidence in Human Decision Making
Enterprising Investor - February 12, 2020 11:00 - 10 minutes ★★★★ - 50 ratingsEpisode #399. Overconfidence is a behavioral bias that plagues many investors. What does overconfidence mean, and where does one draw the line between confidence and overly optimistic behavior? What are the most common forms of overconfidence? In this episode, Ryan O. Murphy, head of decision sc...
Big Data and Disruption: Implications for Investing
Enterprising Investor - February 05, 2020 18:10 - 12 minutes ★★★★ - 50 ratingsEpisode #398. Paula Campbell Roberts leads KKR's efforts to incorporate big data and machine learning into many of its investing and value creation efforts. In this episode, she discusses how data analytics can be used to identify investment themes and talks more broadly about "the new consumer"...
Is There an Alternative to Equities?
Enterprising Investor - January 29, 2020 11:00 - 15 minutes ★★★★ - 50 ratingsEpisode #397. Have Central Banks exhausted their ability to engender growth? Is there an alternative to equities? Will there be a US-China trade deal? In this episode, Jason DeSena Trennert, chairman and chief executive officer of Strategas Research Partners and one of Wall Street’s thought lead...
Is There an Alternative to Equities?
Enterprising Investor - January 29, 2020 11:00 - 15 minutes ★★★★ - 50 ratingsEpisode #397. Have Central Banks exhausted their ability to engender growth? Is there an alternative to equities? Will there be a US-China trade deal? In this episode, Jason DeSena Trennert, chairman and chief executive officer of Strategas Research Partners and one of Wall Street’s thought le...
Nouriel Roubini on What Could Trigger the Next Global Recession
Enterprising Investor - January 22, 2020 11:00 - 20 minutes ★★★★ - 50 ratingsEpisode #396. Nouriel Roubini, sometimes known as “Dr. Doom" for his gloomy predictions, lays out four "games of chicken" that could crash the global economy and markets: US-China trade war, the US-Iran conflict, Brexit implications, and Argentina. He also shares his views on the US presidential...
Aswath Damodaran on Valuing the Disruptors and Disrupted
Enterprising Investor - January 15, 2020 11:00 - 13 minutes ★★★★ - 50 ratingsEpisode #395. We live in disruptive times. But as valuation expert Aswath Damodaran often says, disruption is easy, but making money from disruption is hard. In this episode, the author of five books on valuation discusses the "disruption dilemma," shares his advice for investors trying to value...
Finding Value in the Global Bond Markets
Enterprising Investor - January 08, 2020 11:00 - 8 minutes ★★★★ - 50 ratingsEpisode #394. There is no shortage of negative headlines, but Lucy Johns, CFA, a vice president at Dodge & Cox, is optimistic about global bonds. In this Take 15 episode, she explains why she believes investors can find real positive yield and have an edge through security selection, being bench...
Hans Humes Discusses Investing in Emerging Market Debt
Enterprising Investor - January 02, 2020 11:00 - 12 minutes ★★★★ - 50 ratingsIn episode #393, Hans Humes, founding partner, CEO, and chief investment officer of Greylock Capital, has deep experience investing in distressed debt in emerging markets. In this episode (recorded in mid-October 2019), he discusses the outlook for Argentina, factors that are different about inv...
Developing and Demonstrating Leadership Presence
Enterprising Investor - December 26, 2019 11:00 - 10 minutes ★★★★ - 50 ratingsIn episode #392, executive coach and leadership development specialist, Christiane St-Amour, discusses the concept of leadership presence, why it's important no matter one's role, how it changes over the course of one's career, and the linkage with emotional intelligence.
Why Micro-Resilience Is the Meta-Skill of the Future
Enterprising Investor - December 18, 2019 11:00 - 16 minutes ★★★★ - 50 ratingsIn episode #391, Best-selling author and Paralympic athlete Bonnie St. John shares the story behind becoming the first African American athlete to win medals in Winter Olympics competition and key takeaways from two of her books, Micro-Resilience and How Great Women Lead.
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