Best CFA Institute Podcasts (2025)

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Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems 27:50

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17d ago27:50

27:50

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 integrity—and what those measures reveal about the resilience of retirement systems worldwide. The discuss…

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Protests, Power, and the Long March Through Institutions | Guest: Rod Martin 48:40

10h ago48:40

48:40

Kevin Freeman and co-host Mike Carter spotlight nationwide “No Kings” protests, the policy battles over transactional gold, and the push for sound money reforms. Joining today's program is Rod Martin, who unpacks how critical theory and a century of radical strategy fuel today’s anti-institutional movements and the drive toward centralized, insulat…

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Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior 36:47

8h ago36:47

36:47

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 hedge funds to the US Treasury — Bookstaber unpacks how human behavior, feedback loops, and network…

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Homeschooling for Liberty and Future-Proof Education | Guest: Marnie Freeman 48:40

7d ago48:40

48:40

Discover practical, budget-aware paths to educate children with a strong Christian worldview, from full-time homeschooling to university-model hybrids. Kevin and Marnie share 20+ years of lessons, resources, travel-based learning, and outcomes that outperformed traditional schools. They cover costs, curricula, legal protections, socialization myths…

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The Truth Behind the Red-Green-Blue Axis | Guest: Alex Newman 48:40

14d ago48:40

48:40

Explore the ideological roots, history, and modern machinery behind global governance—from secret societies to UN agendas—and how they threaten liberty, family, and faith. Kevin Freeman and Alex Newman unpack connections among globalists, communists, and Islamists, plus the role of education, media, and climate policy in centralizing power. They ou…

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Biblical Money with Guest Andy Keusal 48:40

21d ago48:40

48:40

Biblical Money with Guest Andy KeusalBy Pirate Money Radio

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Bill Green: Rethinking Infrastructure Investing for a Changing Climate 27:36

25d ago27:36

27:36

Bill Green, managing partner at Climate Adaptive Infrastructure, joins host Deborah Kidd, CFA, director, Global Industry Standards at CFA Institute, to discuss how climate change is reshaping risks and opportunities in critical infrastructure. He explains why infrastructure assets are uniquely exposed to what he calls the "triple threat" of physica…

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The Legacy of a Modern Martyr - Charlie Kirk | Guest: Doug DeGroote 48:40

28d ago48:40

48:40

Kevin and Marnie Freeman, joined by TPUSA board member Doug DeGroote, honor Charlie Kirk’s life, highlighting his faith-first leadership, deep partnership with Erika Kirk, and his role in mobilizing a generation. They revisit Kirk’s sharp insights on liberty, culture, economics, and the spiritual roots of national renewal, featuring clips on moral …

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Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital 33:37

1M ago33:37

33:37

In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to explore how sovereign wealth is reshaping markets in the age of AI and geopolitical rivalry. Drawing on his experience as former head of the North Americ…

1
How Glint Turns Gold into Everyday Payments | Guest: Jason Cozens 48:40

1M ago48:40

48:40

Pirate Money Radio hosts Kevin Freeman and guest Jason Cozens, founder and CEO of Glint, explore how inflation, debt, and fiat money distort markets via the Cantillon Effect, widening the wealth gap and eroding the middle class. Cozens recounts his journey from architecture and e-commerce to building Glint, a fintech that enables everyday spending …

1
Wartime Prayers: Desperation, Isolation, and Complacency in America’s Spiritual Battle 48:25

1M ago48:25

48:25

Kevin Freeman and Mike Carter frame current cultural and political tensions as a spiritual war, outlining three “wartime prayers” for moments of desperation, isolation, and complacency. They draw lessons from historical accounts: Dunkirk’s National Day of Prayer and miracles, Eddie Rickenbacker’s ocean survival through persistent faith, and Patton’…

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

2M 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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71,000 Mile Journey Around the World | Guest: Dr. Jim Garlow 48:40

2M ago48:40

48:40

Pirate Money Radio features Kevin Freeman and Mike Carter interviewing Dr. Jim Garlow about his 71,000-mile global tour engaging leaders on biblical governance principles, from South America to Europe and war-torn Ukraine. Highlights include discussions on gold’s enduring value, Argentina’s economic optimism under new leadership, calls for spiritua…

1
Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities 35:23

2M 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, joins host, Nicole Gehrig, Director, Global Industry Standards at CFA institute, to share his perspective on how extreme weather events, sustainability tran…

1
Free Markets vs. Socialism | Guest: Bob McEwen 48:40

2M ago48:40

48:40

Pirate Money Radio features Kevin Freeman, Mike Carter, and former Congressman Bob McEwen breaking down basic economics, contrasting free markets with socialism, and exposing how inflation and taxation reduce freedom. McEwen explains wealth creation through voluntary exchange, the dangers of third-party payments, and why government spending is inhe…

1
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain 27:07

2M 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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Socialism’s False Promises and Why Young People are Buying It | Guest: Ryan Helfenbein 48:40

2M ago48:40

48:40

Pirate Money Radio confronts the renewed appeal of socialism among younger Americans, contrasting historical failures—from Soviet breadlines to modern surveillance states—with the prosperity enabled by free markets and property rights. Kevin Freeman and Ryan Helfenbein argue that “free” promises like rent control, UBI, and city-run grocery stores c…

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Geopolitics 101 | Guest: Erick Stakelbeck 48:40

2M ago48:40

48:40

Kevin Freeman hosts Erick Stakelbeck to unpack back-to-school inflation, U.S. media dynamics, and high-profile interviews—including perspectives on President Trump’s agenda, leverage, and faith emphasis. They assess the “red-green-blue” axis—communism (China/Russia), Islamism (Brotherhood/ISIS), and globalism (WEF/WHO)—and its impact on U.S. sovere…

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

3M 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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Summer Blockbusters, Culture, and the Cost of Going to the Movies 48:40

3M ago48:40

48:40

You’ll get a nostalgic tour from Star Wars and Jaws to today’s remix-heavy slate, tying movie trends to cultural sentiment and even stock market moods. Kevin Freeman and Mike Carter break down the rising price of a family night at the theater, creative drought vs. hopeful themes, and how films can be weaponized by governments and agendas—or uplift …

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Renaissance of Creativity From a Former Disney Imagineer | Guest: Marshall Monroe 48:40

3M ago48:40

48:40

Former Disney Imagineer Marshall Monroe unveils his journey from engineering Star Tours and Blizzard Beach to spearheading a creative renaissance beyond Disney’s walls. He discusses the decline of originality in major companies and the urgent need to revive childlike imagination and values-based storytelling. Marshall shares insights on how true cr…

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

3M 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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Unlocking America’s Hidden Path to Restoration: The Ancient Secret Revealed! 48:40

3M ago48:40

48:40

Kevin Freeman reveals a 2,700-year-old biblical secret that could restore America's future. Uncover how ancient wisdom from 2 Chronicles 34:14 offers practical guidance for facing our nation’s current economic and moral crises. Learn why true renewal comes not from politics or wealth, but from winning the economic war of the heart. You’ll leave ins…

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

3M 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…

1
Deep State Exposed: How the Intelligence Community Targeted Trump—and YOU 48:40

3M ago48:40

48:40

Uncover the explosive truth behind how America's intelligence community was weaponized against President Trump, with shocking new evidence now confirmed. Kevin Freeman and Mike Carter expose the deep state's plans to undermine democracy, targeting not just political leaders, but your liberty, faith, and way of life. Through documented facts and riv…

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

3M 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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Trump’s “Big Beautiful Bill” EXPOSED: What’s Inside, Who Wins, and Who’s Furious?! 48:40

4M ago48:40

48:40

Washington just passed a 940-page “Big Beautiful Bill” packed with tax cuts, child benefits, small business breaks, and the end of many “Green New Deal” mandates—Kevin Freeman and Mike Carter break it all down. Find out why billionaires like Elon Musk are complaining, while average Americans could see thousands more in take-home pay and pro-family …

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

4M 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 …

1
Why Patriotism Is Fading & How to Reignite America’s Spirit 48:40

4M ago48:40

48:40

Patriotism among younger generations is at an all-time low, and hosts Kevin Freeman and Mike Carter dive deep into the reasons why Americans, especially youth, have lost faith in the nation’s promise. They discuss how challenges like economic inequality, cultural division, and miseducation are fueling the decline, while sharing inspiring stories of…

1
Texas & Florida Just Changed Money Forever 48:40

4M ago48:40

48:40

Gold and silver are now legally recognized as transactional currency in Texas, Florida, and several other states, thanks to groundbreaking new laws. Pirate Money Radio hosts Kevin Freeman and Mike Carter break down how these laws can protect your savings from inflation, government overreach, and even lower your taxes. Discover how "vaulted gold" an…

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

4M 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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How the End of the Gold Standard in 1971 Changed America | Guest: Dave Brat 48:40

4M ago48:40

48:40

Join Kevin Freeman and former congressman Dr. Dave Brat as they take a deep dive into the economic shifts since the U.S. moved off the gold standard in 1971. Discover how this pivotal change has influenced inflation, debt, and income inequality, and explore its profound impact on American families and societal structures. Learn how financialization…

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Economic Chaos, Global Unrest, and the Rise of Misinformation | Guest: Benji Gershon 48:40

4M ago48:40

48:40

Discover the explosive connections between urban riots and international unrest as hosts Kevin Freeman and Mike Carter explore how misinformation orchestrates chaos on a global scale. As peacemakers aligned with truth and constitutional principles, they highlight the urgent need for awareness and a strategic response to threats that threaten nation…

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

5M 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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Legacy of Faith and Wisdom 48:40

5M ago48:40

48:40

Join Kevin Freeman and co-host Mike Carter as they fondly remember the late Phil Robertson, celebrating his incredible journey from Duck Commander to Southern legend. Despite a challenging battle with Alzheimer's, Phil's legacy lives on through his profound wisdom, as shared during a memorable interview trip to West Monroe. From his thoughts on mon…

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

5M 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 …

1
Real Treasure | Guests: Jeremy Dys & Pastor Chris Avell 48:40

5M ago48:40

48:40

Join host Kevin Freeman as he explores the inspiring story of Pastor Chris Avell and Dad's Place on Pirate Money Radio. Discover how this unique 24/7 ministry in Bryan, Ohio, provides refuge and spiritual nourishment to those in need, defying local government challenges. Dive into the legal battle led by First Liberty Institute's Jeremy Dys, defend…

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

5M 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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From the Gridiron to the Pulpit | Guest: Paul Blair 48:40

5M ago48:40

48:40

Join us as former NFL player Pastor Paul Blair and host Kevin Freeman discuss the growing trend of using gold and silver as currency— a nod to America's foundational history and economic stability. Dive into Pastor Blair's incredible journey from the NFL to the pastorate, and his pivotal role in shaping political change through Liberty Pastors. The…