Enterprising Investor
CFA InstituteEnterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
| Publishes | Twice monthly | Episodes | 554 | Founded | 18 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessNon-ProfitInvesting | |||
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Latest Episodes
Is it time to move beyond the 4% rule?
Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rule Article You Will Ever Need," and why retirement income planning may require a m... more
What does a total portfolio approach look like inside an investment organization?
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA functions in practice, from new roles like the Chief Total Portfolio Officer... more
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset allocation amid faster regime change, rising systemic risk, and growing complexity. In a conversation hosted b... more
Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical Strategies to Lead with Purpose and Confidence, joins host Mike Wallberg, CFA, to ... more
Key Facts
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Reviews
- Really enjoy this podcast
Smart, clear and worth the listen. The conversations are thoughtful and relevant, and I always walk away with something I can apply right away.
Apple Podcasts5Antipasti13
United Statesa month ago - Great content
Found this show recently. Some really top flight guests and solid content. Highly recommended!
Apple Podcasts5JoanieUSAUnited States3 years ago - Great podcast
Love the content. Keep up the good work!
Apple Podcasts5Machellek18United States3 years ago - Episodes run too long
In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!
Apple Podcasts1JSaul1United States4 years ago - Happy I found this
found this show recently. I’m been a CFA for almost a decade but didn’t know this existed. Great content and top tier guests. Look forward to more investment focused contents. Just lay off the climate and ESG stuff. Too much of that lately.
Apple Podcasts5GrantInCaliUnited States4 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #29 | United States/Business/Non-Profit |
Apple Podcasts | #21 |  United Kingdom/Business/Non-Profit |
Apple Podcasts | #34 |  Canada/Business/Non-Profit |
Apple Podcasts | #2 |  France/Business/Non-Profit |
Apple Podcasts | #8 |  Italy/Business/Non-Profit |
Apple Podcasts | #19 |  Australia/Business/Non-Profit |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Enterprising Investor
What is Enterprising Investor about and what kind of topics does it cover?
The content features in-depth discussions on investment strategies, risk management, and the complexities of financial markets, drawing insights from esteemed professionals across various segments of the finance industry. Episodes often tackle real-world financial issues, exploring topics such as behavioral finance, market dynamics, and the impact of geopolitical events on investing. The conversations emphasize the importance of understanding the human factors in finance, the role of technology and artificial intelligence in investment management, and emerging trends in the global economy. Unique perspectives from influential figures make this series particularly noteworthy for finance professionals seeking practical knowledge and industry ... more
Where can I find podcast stats for Enterprising Investor?
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How many listeners does Enterprising Investor get?
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What are the audience demographics for Enterprising Investor?
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How many subscribers and views does Enterprising Investor have?
To see how many followers or subscribers Enterprising Investor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Enterprising Investor?
These podcasts share a similar audience with Enterprising Investor:
1. Masters in Business
2. The Memo by Howard Marks
3. Capital Allocators – Inside the Institutional Investment Industry
4. Exchanges
5. Thoughts on the Market
How many episodes of Enterprising Investor are there?
Enterprising Investor launched 18 years ago and published 554 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Enterprising Investor?
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Where can I see ratings and reviews for Enterprising Investor?
Rephonic pulls ratings and reviews for Enterprising Investor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for Enterprising Investor?
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What guests have appeared on Enterprising Investor?
Recent guests on Enterprising Investor include:
1. Roger Irwin
2. Ashley Herd
3. Anna Martirosyan
4. Greg Fisher
5. Victor Haghani
6. Richard Bookstaber
7. Winston Ma
8. Baxter Hines
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.