Best The Boston Institute of Finance Podcasts (2025)

1
175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC 49:48

8d ago49:48

49:48

From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management. This was enhanced in the 1960s & 70s by the introduction of Modern Portfolio Theory by Harry Markowitz and the Capital Asset Pricing Model (CAPM) by Willi…

1
174: Money Maze Podcast Corporate Trailer 2:46

11d ago2:46

2:46

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

1
Andrew Ang: Value Investing and Portfolio Strategies 20:32

15d 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 …

1
173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear' 46:54

15d ago46:54

46:54

Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989. His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”. In this co…

1
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 25:38

29d 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…

1
172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters 1:06:35

1M ago1:06:35

1:06:35

Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tid…

1
Dan Boston: Volatility, Valuation, and the International Opportunity Set 32:37

2M 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…

1
171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management 1:21:15

2M ago1:21:15

1:21:15

Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued. It could be said that Neil Woodford, CBE, has had a career of two halves, the first of which encompassed extraordinary investment success at Invesco Perpetual and t…

1
Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications 27:51

2M ago27:51

27:51

Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the under-the-radar signs of a recession to the shifting credit landscape, Danielle unpacks why traditional metrics may be missing the mark—and what investors sh…

1
170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management 50:00

2M ago50:00

50:00

In the world of mythology, Apollo is one the most revered and significant of all the ancient Greek and Roman Gods. It was also the name given to an asset management business created in 1990 and today with assets of over $750 billion*, it’s a leading provider of alternative asset management and retirement solutions. In this conversation we understan…

1
Peter Zeihan: America’s Evolving Geopolitical Landscape 24:01

3M ago24:01

24:01

Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of the US in international trade, the economic impact of demographic shifts, and how America's political landscape is reshaping its strategy on the world stage. Peter unpacks t…

1
169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management 56:27

3M ago56:27

56:27

When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks! In a capricious investing world, where success is often transient, reputations easily tarnished and hubris punished, to have not only stayed the course for 55 …

1
168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West 51:35

3M ago51:35

51:35

In this episode we’ve been very fortunate to find someone who ranks amongst the most qualified anywhere in the world to discuss this topic. He was the former CFO of Billiton, then as CEO, built Xstrata into one of the world’s largest diversified mining companies, helping grow their market value from US$500m to US$60bn, at one point employing over 9…

1
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor 47:04

3M ago47:04

47:04

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 conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gle…

1
167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space 1:04:52

3M ago1:04:52

1:04:52

Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!” Whether Star Trek or Star Wars, such films offered tantalising glimpses of another world. But it’s actually here now! The WEF & McKinsey predict that the space sector will reac…

1
166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy 1:14:12

4M ago1:14:12

1:14:12

In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford. I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 until 2022 he led their flagship fund, the Scottish Mortgage Investm…

1
Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process 24:06

4M ago24:06

24:06

Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report, “Creating Value from Big Data in the Investment Management Process: A Workflow Analysis.” Cheryll-Ann shares insights from her research, which involved a comprehensive survey and interviews with inve…

1
165: Life & Career Advice from the World’s Top Financial Executives: Compilation Special 22:52

4M ago22:52

22:52

Enjoy a variety of career tips & life lessons from finance leaders in this New Year compilation special. This episode brings together some of the most insightful lessons and perspectives we’ve gleaned from past guests, covering everything from life wisdom to industry-specific strategies. You’ll hear from an extraordinary lineup, including Sir Chris…

1
164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors 50:21

5M ago50:21

50:21

Today is the first time we welcome back a guest who has changed firms between interviews. We recorded Luba Nikulina, on Thanksgiving day, 2022, and our guest was then Head Global of Research at WTW, an organisation advising on over $3 trillion of assets. Today Luba is the Chief Strategy Officer at IFM Investors, a leading asset manager in infrastru…

1
163: 2024 in Review! 7:23

5M ago7:23

7:23

In this episode, Simon shares an update on the show, reflecting on notable interviews and summarising the wide range of initiatives under development beyond the Money Maze Podcast itself. Although we have said this for each of the 5 years since we started, this year has been incredibly exciting, surpassing both out expectations, and 2+ million glob…

1
Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency 32:59

5M ago32:59

32:59

In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," …

1
162: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course 1:02:32

6M ago1:02:32

1:02:32

With Christmas coming up, we thought today would be the perfect time to replay one of our older episodes! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible…

1
161: Who is Scott Bessent? Meet Trump's Incoming Treasury Secretary 1:02:34

6M ago1:02:34

1:02:34

Today’s guest is the new US Treasury Secretary, serving under Donald Trump. The role gives him immense responsibility for managing US obligations and finances, including circa. $7 trillion of annual US federal spending, the $35+ trillion fiscal debt pile and continued inflationary pressures on both US businesses and consumers. Prior to this, Scott …

1
Amanda Voegeli, CFA: Insights from Canadian Pension Plans 26:36

6M ago26:36

26:36

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 the competitive challenges these plans face in attracting and retaining talent compared to private finance giants such as Blackstone and Goldman Sach…

1
160: Managing the Largest Public Pension Fund in the U.S. - With CalPERS CEO, Marcie Frost 58:52

6M ago58:52

58:52

In 1932, the United States was in the grip of the Great Depression. One in four Americans were unemployed, nearly 9,000 banks had failed. Franklin Roosevelt was elected to the first of his four terms as President of the United States, and a retirement system for state employees was established in California. It became the California Public Employee…

1
159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders 31:46

6M ago31:46

31:46

The episode brings Sir Patrick Sanders, a British military officer, back to discuss geopolitical issues, specifically focusing on the precarious state of global affairs today compared to the 1930s. The conversation delves into the complexities surrounding Donald Trump's foreign policy perceptions and Norway SWF's approach to defence sector exclusio…

1
Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems 29:16

7M ago29:16

29:16

In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in providing investment advice and leading long-term savi…

1
158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation 55:14

7M ago55:14

55:14

Technological revolutions are by their nature rare events: the printing press, mobile telephony and the internet. The associated excitement can capture the imagination, spur a raft of associated breakthroughs, encourage investors to dream of extraordinary returns, yet their byproduct is often to create excessive short-term exuberance, and expectati…

1
Clare Flynn Levy: Measuring Decision-Making Skill in Investing 25:41

7M ago25:41

25:41

Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the behavioral alpha score and its significance in the p…

1
157: Gloves Off: Anthony Scaramucci on Trump, Harris, Bitcoin and the US Deficit 59:27

7M ago59:27

59:27

Four years ago we had the chance to record a US election special ahead of the vote to determine whether Joe Biden or Donald Trump became President. We welcomed Anthony Scaramucci; Harvard Law, Goldman Sachs, political fundraiser and, for 11 dramatic days, Donald Trump‘s Director of Communications. Since then he has developed his finance business, r…

1
156: Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business 46:02

7M ago46:02

46:02

This recording took place at the London Value Investor Conference over summer, where Simon hosted a discussion with Joel Greenblatt. Joel not only founded and runs Gotham Asset Management, but was also an adjunct professor at Columbia Business School for 20+ years. Joel previously ran Gotham Capital, where he achieved 50% annualised returns between…

1
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks 26:03

8M ago26:03

26:03

Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks …

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155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities 39:20

8M ago39:20

39:20

Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal (CEO of IFM Investors). AustralianSuper, Australia’s largest super fund, manages approximately USD $230bn for 3.4m members. Mark Delaney has been at its helm as CIO for almost 20 years. Mark describes the goals, the orga…

1
Stephanie Baker: Punishing Putin 29:54

8M ago29:54

29:54

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 the West's response to Russia's full-scale invasion in February 2022. Stephanie shares insights from her extensive reporting and how her experiences i…

1
154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos 1:12:41

8M ago1:12:41

1:12:41

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition. Arctos is one of worl…

1
153: Colm Kelleher, Chairman of UBS & Former President of Morgan Stanley, Discusses Culture, Leadership, Surviving the Great Financial Crisis and UBS Today 43:27

8M ago43:27

43:27

In an interview we had especially looked forward to, and with the Credit Suisse acquisition behind us, the MMP went to Zurich to talk to Colm Kelleher. Described as one of the most influential and capable banking executives of the last several decades, he has been dubbed by the FT as 'Europe’s most powerful banker'. As Chairman of the UBS board, he…

1
Drew Estes, CFA: Investing through an Evolutionary Lens 25:10

9M ago25:10

25:10

Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies. He shares his disillusionment with traditional economic theories, particularly equilibrium theory, and ad…

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