Best CFA Institute Podcasts (2025)

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Episode 329: Makin It - Dr .Bryan Tomlin, Chair of the Department of Economics at the California State University Channel Islands Martin V. Smith School of Business 53:22

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10h ago53:22

53:22

Listen to Dr .Bryan Tomlin, Chair of the Department of Economics at the California State University Channel Islands Martin V. Smith School of Business.

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Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing 32:02

14d ago32:02

32:02

Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset allocation. Drawing on Fear, Not Risk, Explains Asset Pricing, the provocative paper he co-authored with Edward McQuarrie, Arnott explores why markets may reward investors less for tradi…

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Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities 35:23

23d ago35:23

35:23

How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are resh…

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Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain 27:07

28d ago27:07

27:07

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to…

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Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing 24:48

1M ago24:48

24:48

CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human creativity remains your strongest edge. Discover how to pair large language models with accurate data to cut through noise, reduce …

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Episode 328: Makin It - Dr. Michael Baker, Surgeon and retired Navy Admiral 53:55

2M ago53:55

53:55

Listen to Dr. Michael Baker, Surgeon and retired Navy Admiral

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Episode 327: Makin It - Jennifer Freed, Psychological Astrologer, bestselling author, and dynamic group and retreat leader 54:00

2M ago54:00

54:00

Listen to Jennifer Freed, Psychological Astrologer, bestselling author, and dynamic group and retreat leader

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Clare Brook: From Sustainable Finance to Ocean Impact in the Blue Economy 32:54

2M ago32:54

32:54

In this episode, Paul Moody interviews Clare Brook, a veteran of 24 years in sustainable finance who now leads Blue Marine Foundation. In their conversation Clare reflects on her journey from managing ESG funds and co-founding an investment firm to running an NGO dedicated to protecting the blue planet. Clare and Paul dive into innovative ways fina…

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Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World 19:43

2M ago19:43

19:43

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how institutional investors can adapt to today’s shifting global landscape. Drawing on leadership experience at CalPERS, British Telecom Pension Scheme, and N…

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Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making 31:55

2M ago31:55

31:55

Livio Stracca, Phd joins host Deborah Kidd, CFA, to introduce the innovative NGFS Short-Term Climate Scenarios. This groundbreaking tool is the first publicly available global resource designed to assess climate-related macroeconomic and sector risks over a five-year horizon for specific regions and industries. The scenarios demonstrate how extreme…

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Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group 53:44

3M ago53:44

53:44

Listen to Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

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Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025 24:58

3M ago24:58

24:58

What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market …

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Episode 325: Makin It - Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners 54:00

3M ago54:00

54:00

Listen to Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners

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Episode 324: Makin It - Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners 54:00

3M ago54:00

54:00

Listen to Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners

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Episode 323: Christy Stillwell, M.A. Psychology, Founder and CEO of What is Love 54:00

3M ago54:00

54:00

Listen to Christy Stillwell, M.A. Psychology, Founder and CEO of What is Love

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Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East 13:43

3M ago13:43

13:43

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in sup…

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Episode 322: Makin It - Tyler Susko, MIT PhD, CEO and Founder of Cadense 53:59

3M ago53:59

53:59

Listen to Tyler Susko, MIT PhD, CEO and Founder of Cadense

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Episode 321: Makin It - María Ballesteros Sola, Associate Professor Of Management at California State University Channel Islands, Entrepreneurship & Small Business Institute's Director 53:53

3M ago53:53

53:53

Listen to María Ballesteros Sola, Associate Professor Of Management at California State University Channel Islands, Entrepreneurship & Small Business Institute's Director

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Episode 320: Makin It -Joel Volk, President and Business Counselor, Hot Dog Business Growth 54:00

3M ago54:00

54:00

Listen to Joel Volk, President and Business Counselor, Hot Dog Business Growth

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Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward 20:16

4M ago20:16

20:16

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 question—“What’s the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singapore…

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Tamara Close, CFA: The Evolution of ESG Practices for Institutional Investors 30:10

4M ago30:10

30:10

Nicole Gehrig speaks with Tamara Close, CFA, Senior Director of ESG Advisory for the Petra Funds Group, about the ongoing evolution of sustainable finance and ESG (Environmental, Social, and Governance) practices within the institutional investment landscape. Tamara reflects on her career path, including her time at PSP Investments, and shares key …

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Episode 319: Makin It - Mahil Senathirajah, Industry Consultant at Merative 53:50

4M ago53:50

53:50

Listen to Mahil Senathirajah, Industry Consultant at Merative

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Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History 17:12

4M ago17:12

17:12

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution.…

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Episode 318: Makin It - Jenna Tosh, President & CEO of Planned Parenthood California Central Coast 54:00

4M ago54:00

54:00

Listen to Jenna Tosh, President & CEO of Planned Parenthood California Central Coast

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Episode 317: Makin It -Crista Hermance, Estate Planning Attorney 54:00

4M ago54:00

54:00

Listen to Crista Hermance, Estate Planning Attorney

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Andrew Ang: Value Investing and Portfolio Strategies 20:32

5M ago20:32

20:32

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing. From the severe value investing drawdown between 2018 and 2020 to the strategic comeback post-COVID vaccine announcements, Andrew unpacks lessons from …

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Episode 316: Makin It - Dr. Harvey Molotch, Professor of Sociology at NYU and UCSB 54:00

5M ago54:00

54:00

Listen to Dr. Harvey Molotch, Professor of Sociology at NYU and UCSB

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Steve Waygood: Building a Sustainable Financial System 37:40

5M ago37:40

37:40

Dr. Steve Waygood, Chief Sustainable Finance Advisor at Aviva Investors, shares insights from his 25-year journey in sustainable finance. He discusses the evolution from ethical investing to system-level stewardship, the under-pricing of climate risks in financial models, and the vital role of public policy in aligning markets with sustainability g…

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Episode 315: Makin It - Minder Chen & Hua Dai , Professors of Management Information Systems at CSUCI, and Philipa Moguel, Director of Business Special Sessions at CSUCI 53:57

5M ago53:57

53:57

Listen to Minder Chen & Hua Dai , Professors of Management Information Systems at CSUCI, and Philipa Moguel, Director of Business Special Sessions at CSUCI

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Episode 314: Makin It - Katherine Stewart, Author of Money, Lies and God 54:04

5M ago54:04

54:04

Listen to Katherine Stewart, Author of Money, Lies and God

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Episode 313: Makin It - Peter Rupert, Professor at UC Santa Barbara and Director of the UC Santa Barbara Economic Forecast 53:55

5M ago53:55

53:55

Listen to Peter Rupert, Professor at UC Santa Barbara and Director of the UC Santa Barbara Economic Forecast

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Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 25:38

5M ago25:38

25:38

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs…

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Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact 55:30

6M ago55:30

55:30

In this episode of the Valley Investors Podcast, Don Opatrny shares his path from Cleveland to Cornell, through Wall Street and eventually to philanthropic leadership in Arizona. Don reflects on a dynamic career at Goldman Sachs that spanned corporate finance, international restructuring, and asset management. Now based in Phoenix, he’s channeling …

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Dan Boston: Volatility, Valuation, and the International Opportunity Set 32:37

6M ago32:37

32:37

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explor…