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Enterprising Investor

CFA Institute
Artificial Intelligence
Real Assets
Real Estate
CFA Institute
Inflation Protection
Financial Markets
Investing
Investment Management
Rich Thinking Study
Investment Portfolios
International Women's Day
Women In Finance
Alternative Investments
Equity Markets
Cultural Influences
US Financial History
Lazard Asset Management
Infrastructure
Environmental, Social, and Governance (ESG)
Machine Learning

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

PublishesTwice monthlyEpisodes549Founded18 years ago
Number of ListenersCategories
BusinessInvestingNon-Profit

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Latest Episodes

In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity science can offer a richer lens for understanding uncertainty, market behavior, and the limitations of traditi... more

Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing Billionaires: A Guide to Better Financial Decisions. Using the "missing billionair... more

Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail to capture the real dynamics of markets. Drawing from decades of experience — from... more

Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52 retirement income systems are evaluated on adequacy, sustainability, and integr... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Greg Fisher
Researcher and practitioner in asset management with expertise in complexity science
Sektana Institute for Advanced Studies
Episode: Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
Victor Haghani
Founder of Elm Wealth and author of The Missing Billionaires
Elm Wealth
Episode: Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
Richard Bookstaber
Pioneering risk manager and author focused on the intersection of finance, human behavior, and systems theory
MSCI
Episode: Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Winston Ma
Investor, attorney, and author in the global AI digital economy.
Dragon Capital
Episode: Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
Baxter Hines
Chief Investment Officer at Honeycomb Digital Investments and expert in blockchain
Honeycomb Digital Investments
Episode: Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Brian Pisaneschi
Senior Investment Data Scientist at CFA Institute
CFA Institute
Episode: Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
Mark Anson
CEO and CIO of Commonfund, an expert in investment management, with extensive experience in leading major assets like CalPERS and Nuveen.
Commonfund
Episode: Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
Chris Shipley
Senior Vice President and Co-Chief Investment Officer of Fort Washington Investment Advisors
Fort Washington Investment Advisors
Episode: Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
Mark Higgins
Senior Vice President for IFA Institutional and financial historian
IFA Institutional
Episode: Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History

Hosts

Mike Wallberg
Host of Enterprising Investor
Chris Mahoney
Senior Partner at Mercer, responsible for defined benefit and contribution pension consulting

Reviews

4.5 out of 5 stars from 189 ratings
  • Great content

    Found this show recently. Some really top flight guests and solid content. Highly recommended!

    Apple Podcasts
    5
    JoanieUSA
    United States2 years ago
  • Great podcast

    Love the content. Keep up the good work!

    Apple Podcasts
    5
    Machellek18
    United States3 years ago
  • Episodes run too long

    In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!

    Apple Podcasts
    1
    JSaul1
    United States3 years ago
  • Happy I found this

    found this show recently. I’m been a CFA for almost a decade but didn’t know this existed. Great content and top tier guests. Look forward to more investment focused contents. Just lay off the climate and ESG stuff. Too much of that lately.

    Apple Podcasts
    5
    GrantInCali
    United States4 years ago
  • Podcast

    Very informative.

    Apple Podcasts
    5
    financeguru10
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Concerns about sound quality have been raised, indicating a need for improvement in production values.
Great content and top-flight guests make it a highly recommended resource for finance professionals.
Listeners appreciate the informative discussions, especially the deep dives into complex topics.
Some feedback suggests episodes tend to run longer than initially promised, yet many still find the content worth the time.
The expertise of the guests is often highlighted, with many expressing admiration for their insights and experiences.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
Q: What lessons from the Crystal Ball Experiment should professional investors take to heart?
Investors should recognize that even with advanced knowledge or predictive tools, making informed investment decisions remains challenging, and one should not rely solely on short-term news or trends.
Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
Q: What are the missing billionaires?
The missing billionaires refer to wealthy families from 1900 who, despite their potential for wealth accumulation, have seemingly disappeared from today's billionaire lists due to challenges in financial management and decision-making over generations.
Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Q: Could you say a little bit about emergent behavior and its implications?
Bookstaber explains that emergent behavior occurs when individual rational actions lead to unpredictable macro-level outcomes, particularly in crisis situations, highlighting that understanding these dynamics is crucial for better risk assessment.
Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Q: What was the moment that you realized standard risk models have really failed us?
Bookstaber reflects on the 1987 market crash and the 1998 LTCM debacle as key indicators that human behavior and complex systems dynamics drive market failures, rather than merely poor decision-making by individuals.
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Q: Can you talk a bit about some potential solutions to quantifying market sentiment and behavioral finance?
We could harness AI to analyze sentiment across financial journals and social media, enabling us to measure collective aversion to downside and missing upside, thus improving market analysis.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Enterprising Investor

What is Enterprising Investor about and what kind of topics does it cover?

The content features in-depth discussions on investment strategies, risk management, and the complexities of financial markets, drawing insights from esteemed professionals across various segments of the finance industry. Episodes often tackle real-world financial issues, exploring topics such as behavioral finance, market dynamics, and the impact of geopolitical events on investing. The conversations emphasize the importance of understanding the human factors in finance, the role of technology and artificial intelligence in investment management, and emerging trends in the global economy. Unique perspectives from influential figures make this series particularly noteworthy for finance professionals seeking practical knowledge and industry ... more

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How many listeners does Enterprising Investor get?

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How many subscribers and views does Enterprising Investor have?

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Which podcasts are similar to Enterprising Investor?

These podcasts share a similar audience with Enterprising Investor:

1. The Memo by Howard Marks
2. Masters in Business
3. The Markets
4. Exchanges
5. Thoughts on the Market

How many episodes of Enterprising Investor are there?

Enterprising Investor launched 18 years ago and published 549 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Enterprising Investor?

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What guests have appeared on Enterprising Investor?

Recent guests on Enterprising Investor include:

1. Greg Fisher
2. Victor Haghani
3. Richard Bookstaber
4. Winston Ma
5. Baxter Hines
6. Brian Pisaneschi
7. Mark Anson
8. Chris Shipley

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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