Guiding Assets Podcast
1) Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central que...Show More
2) Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor
Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast’s Peter Lazaroff, CFA, for a lively and thought-provoking...Show More
3) Amanda Voegeli, CFA: Insights from Canadian Pension Plans
Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The conversation dives into...Show More
4) Stephanie Baker: Punishing Putin
Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down Russia." The book offers an in-depth analysis of ...Show More
5) Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies
Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substa...Show More
6) Cam Harvey: Forecasting Recessions
Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between ...Show More
7) Ken Laudan: Investing in the Age of AI
Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on...Show More
8) Feifei Li: AI in Investment Research
Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Resea...Show More
9) David Blanchett, CFA: The Role of Commodities in Portfolio Allocation
Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation o...Show More
10) Alfonso Ricciardelli: Alternative Credit
In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited “An Introduction to Alternative Credit”...Show More