Best a blockchain company building Security Token Podcasts (2025)

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

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3d 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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Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain 27:07

8d 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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Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World 19:43

1M 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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Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025 24:58

2M 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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Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East 13:43

2M 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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Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward 20:16

3M 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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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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Andrew Ang: Value Investing and Portfolio Strategies 20:32

4M 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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Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 25:38

4M 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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Dan Boston: Volatility, Valuation, and the International Opportunity Set 32:37

5M 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…

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

6M 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…

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

6M 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…

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

7M 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…

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

7M 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…

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

9M 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," …

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

10M 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…

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

10M 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…

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

11M 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…

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

11M 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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Stephanie Baker: Punishing Putin 29:54

12M 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…

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

1y 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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Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies 28:23

1y ago28:23

28:23

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 substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights in…

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Cam Harvey: Forecasting Recessions 39:19

1y ago39:19

39:19

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 an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into hi…

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Ken Laudan: Investing in the Age of AI 25:18

1y ago25:18

25:18

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 AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also tou…

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Feifei Li: AI in Investment Research 25:36

1y ago25:36

25:36

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 Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then p…

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David Blanchett, CFA: The Role of Commodities in Portfolio Allocation 26:07

1y ago26:07

26:07

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 on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights in…

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Alfonso Ricciardelli: Alternative Credit 24:47

1+ y ago24:47

24:47

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” for the CFA Institute Research Foundation. Mike and Alfonso discuss the motivation behind the paper and the importance of expanding access to retail …

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Chris Geczy: Unpacking the Role of AI in Finance 28:42

1+ y ago28:42

28:42

On this episode of Enterprising Investor, Mike Wallberg, CFA, interviews Chris Geczy from UPenn's Wharton School about the application of AI in the investment industry. Professor Geczy discusses the evolution of AI in finance and its historical context dating back to the 1960s. Join the conversation to explore the intersection of AI and investment …

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Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach 28:59

1+ y ago28:59

28:59

In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often …

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Andy Lee: The Potential of Tax Receivable Agreements 26:45

1+ y ago26:45

26:45

In this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, offer investors long-term cash flow opportunities often …

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Meir Statman: Balancing Wealth and Wellbeing 25:41

1+ y ago25:41

25:41

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions abo…

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Mark Higgins, CFA: Lessons from US Financial History 27:02

1+ y ago27:02

27:02

On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join …

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Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study 25:54

1+ y ago25:54

25:54

In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This year's study asked 50 successful people about their inve…

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Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast 0:54

1+ y ago0:54

0:54

In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first.

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Daniel Peris, CFA: The Ownership Dividend 32:30

1+ y ago32:30

32:30

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it n…

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Edward McQuarrie: Rethinking Portfolio Theory 27:33

1+ y ago27:33

27:33

In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds over the long term and that a negative correlation be…

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Ivan Mitov: The Intersection of AI and Risk Modeling 22:07

1+ y ago22:07

22:07

In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models. The discussion centers around the application of AI and large language models in the investment indus…

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Olivier Fines, CFA: Valuation of Cryptoassets 28:04

1+ y ago28:04

28:04

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the history of CFA Institute's engagement with cryptocurre…

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Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies 21:49

2y ago21:49

21:49

In this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading quant expert in the field of investment research. Dr. Simonian is the co-author of a new book called "Quantitative Global Bond Portfolio Management," which explores the application of quantitative methods in fixed income investing. They discuss the various …

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Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets 20:46

2y ago20:46

20:46

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating pace of change in the industry and how Morningstar is …

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Dan McGoey, CFA: Investing in Real Assets for the Future 18:28

2y ago18:28

18:28

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives, such as those in the real estate and infrastructure sec…

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Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios 22:11

2y ago22:11

22:11

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Anja Hochberg, responsible for multi-asset solutions at Zürcher Kantonalbank. They discuss the challenges of setting asset mix in a volatile market, with topics including real estate, equity markets, and the uncertain global economic outlook. Dr. Hochberg explains the import…

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Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients 20:58

2y ago20:58

20:58

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the c…

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Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry 30:10

2y ago30:10

30:10

In this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be shaped in the next five to ten years. They discuss th…

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Javier Gonzalez Lastra, CFA: Luxury Goods Investing 22:25

2y ago22:25

22:25

Host Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector. Javier explains that while the luxury goods market is fragmented, companies like LVMH have managed to build large conglomerates. He discusses the reasons why his team at Tema decided to launch…

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Simon Skinner, CFA: Using Data to Drive Business Insights and Success 23:17

2y ago23:17

23:17

In this episode of Guiding Assets, Mike Wallberg, CFA, interviews the head of the global investment team at Orbis Investments, Simon Skinner, CFA. They discuss Orbis' unique approach to asset management, including refunding of performance fees in the case of underperformance. They also delve into Orbis' investment insights team and their use of dat…

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Mac Lackey: Insights from a Serial Entrepreneur 29:57

2y ago29:57

29:57

In this episode of Guiding Assets, host Mike Wallberg is joined by serial entrepreneur and angel investor, Mac Lackey. With a background in starting, scaling, and selling multiple companies, Mac shares his secrets to success as an entrepreneur and investor. From his passion for soccer to his various ventures in the sports industry, Mac discusses hi…

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Peter Atwater: Charting a Path from Chaos to Clarity 26:44

2y ago26:44

26:44

Ever wondered how your confidence level influences your decision making and how understanding this concept could be a game changer in the world of finance? Tune into our engaging conversation with Peter Atwater, author of the new book The Confidence Map: Charting a Path from Chaos to Clarity. You probably know Peter as the thought-leader who coined…

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Eelco Fiole, CFA: Crypto Failures and the Quest for Governance 23:50

2y ago23:50

23:50

Discover the crucial role of governance and fiduciary thinking in the blockchain and crypto space as we navigate the recent cryptocurrency failures of FTX and Terra Luna with Eelco Fiole, co-founder and managing partner of Alpha Governance Partners, and guest host, Andres Vinelli, chief economist at CFA Institute. Uncover how the lack of oversight …

A Blockchain Company Building Security Token Podcasts