Enterprising Investor

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. The show features intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals and shares crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors. Podcast sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/ [Note: Enterprising Investor was formerly named Take 15 and Guiding Assets before being rebranded Enterprising Investor.]

Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History 06/01/2025

Andrew Ang: Value Investing and Portfolio Strategies 05/15/2025

Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 05/01/2025

Dan Boston: Volatility, Valuation, and the International Opportunity Set 04/15/2025

Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications 04/01/2025

Peter Zeihan: America’s Evolving Geopolitical Landscape 03/15/2025

Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor 03/03/2025

Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process 02/04/2025

Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency 12/17/2024

Amanda Voegeli, CFA: Insights from Canadian Pension Plans 12/01/2024

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems 11/15/2024

Clare Flynn Levy: Measuring Decision-Making Skill in Investing 11/01/2024

Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks 10/15/2024

Stephanie Baker: Punishing Putin 10/01/2024

Drew Estes, CFA: Investing through an Evolutionary Lens 09/16/2024

Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies 09/01/2024

Cam Harvey: Forecasting Recessions 08/15/2024

Ken Laudan: Investing in the Age of AI 08/01/2024

Feifei Li: AI in Investment Research 07/15/2024

David Blanchett, CFA: The Role of Commodities in Portfolio Allocation 07/01/2024

Alfonso Ricciardelli: Alternative Credit 06/15/2024

Chris Geczy: Unpacking the Role of AI in Finance 06/01/2024

Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach 05/15/2024

Andy Lee: The Potential of Tax Receivable Agreements 05/01/2024

Meir Statman: Balancing Wealth and Wellbeing 04/15/2024

Mark Higgins, CFA: Lessons from US Financial History 03/20/2024

Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study 03/06/2024

Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast 02/26/2024

Daniel Peris, CFA: The Ownership Dividend 02/21/2024

Edward McQuarrie: Rethinking Portfolio Theory 02/07/2024