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Financial Perspectives

CFA Society San Francisco

“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, in... more

PublishesMonthlyEpisodes60Founded5 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Latest Episodes

In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Rachel Gee, Manager of FS Climate Change and Sustainability Services at EY, to examine how sustainable investing has evolved from a values-driven concept into a core financial ... more

The global investment landscape has shifted dramatically since 2024. In this episode, Pooja Malik, CFA - Founding Partner and CIO at Nipun Capital - returns to Financial Perspectives to discuss the surprising trends of 2025 and 2026 in Emerging Marke... more

In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, to pull back the curtain on the technical signals driving today's markets. As the market navigate... more

In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Kimberly Flynn, CFA - founder and president of XA Investments - to discuss the rapidly changing landscape of alternative investments. Following a period of disappointing r... more

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Reviews

5.0 out of 5 stars from 3 ratings
  • insightful & contemporary

    if you are interested in investing - as it is happening now, in real life, from people doing it, not in some mythical past times, not from textbooks or manuals for dummies, not from the latest book de jour on how to get rich, or a cheerleading horde of finfluencers, or a highly authoritative-sounding probabilistic AI chat output - listen to this podcast featuring a wide range of human perspectives from the vibrant, innovative, and diverse investment & finance community representing San Francisc... more

    Apple Podcasts
    5
    Marc Sommerset
    United Statesa year ago

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1. Barron's Live
2. Masters in Business
3. WSJ What’s News
4. Hard Fork
5. The Daily

How many episodes of Financial Perspectives are there?

Financial Perspectives launched 5 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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