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Enterprising Investor

CFA Institute
Artificial Intelligence
Real Assets
Real Estate
CFA Institute
Inflation Protection
Financial Markets
Investing
Investment Management
Equity Markets
Cultural Influences
Alternative Investments
Women In Finance
Investment Portfolios
International Women's Day
Rich Thinking Study
US Financial History
Lazard Asset Management
Infrastructure
Environmental, Social, and Governance (ESG)
Machine Learning

Enterprising 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.

PublishesTwice monthlyEpisodes544Founded18 years ago
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Non-ProfitInvestingBusiness

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Artwork for Enterprising Investor

Latest Episodes

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 h... more

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 ... more

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 stronge... more

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 ... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Baxter Hines
Chief Investment Officer at Honeycomb Digital Investments and expert in blockchain
Honeycomb Digital Investments
Episode: Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Brian Pisaneschi
Senior Investment Data Scientist at CFA Institute
CFA Institute
Episode: Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
Mark Anson
CEO and CIO of Commonfund, an expert in investment management, with extensive experience in leading major assets like CalPERS and Nuveen.
Commonfund
Episode: Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
Chris Shipley
Senior Vice President and Co-Chief Investment Officer of Fort Washington Investment Advisors
Fort Washington Investment Advisors
Episode: Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
Mark Higgins
Senior Vice President for IFA Institutional and financial historian
IFA Institutional
Episode: Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
Andrew Ang
Head of Factors, Sustainable and Solutions at BlackRock
BlackRock
Episode: Andrew Ang: Value Investing and Portfolio Strategies
Eric Hanno
Co-head of Apollo Aligned Alternatives Strategy at Apollo Global Management
Apollo Global Management
Episode: Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
Peter Zeihan
Geopolitical strategist and author, known for his insights on international relations and global economics.
Zeihan on Geopolitics
Episode: Peter Zeihan: America’s Evolving Geopolitical Landscape
Christine Benz
Head of personal finance at Morningstar, experienced investment strategist
Morningstar
Episode: Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor

Host

Mike Wallberg
Host of Enterprising Investor, specializing in discussions around investment strategies.

Reviews

4.5 out of 5 stars from 188 ratings
  • Great content

    Found this show recently. Some really top flight guests and solid content. Highly recommended!

    Apple Podcasts
    5
    JoanieUSA
    United States2 years ago
  • Great podcast

    Love the content. Keep up the good work!

    Apple Podcasts
    5
    Machellek18
    United 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 Podcasts
    1
    JSaul1
    United States3 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 Podcasts
    5
    GrantInCali
    United States4 years ago
  • Podcast

    Very informative.

    Apple Podcasts
    5
    financeguru10
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners have expressed a desire for more concise episodes, indicating that while the content is valuable, they prefer shorter run times.
The engaging interviews and expert insights are frequently highlighted, making it a recommended series for finance enthusiasts and professionals.
Listeners appreciate the insightful content and high-caliber guests, often describing the discussions as enlightening and thought-provoking.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Q: Can you talk a bit about some potential solutions to quantifying market sentiment and behavioral finance?
We could harness AI to analyze sentiment across financial journals and social media, enabling us to measure collective aversion to downside and missing upside, thus improving market analysis.
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Q: How did that webinar go and how did that conversation inspire you to work more with Ed on this topic?
The conversations are delightful due to mutual respect, despite different opinions. Jeremy Siegel's contributions on equity risk premium stimulated deeper analysis with Ed, leading to their paper on asset pricing based on fear rather than risk.
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Q: What work is there yet to be done in the regulatory structure?
Baxter mentions the need for clear definitions and classifications around digital assets to minimize legal ambiguity and enhance operational clarity for financial institutions.
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Q: How do you explain the benefits of tokenized securities to a skeptical investor?
Baxter outlines the enormous costs associated with paper-based securities and how blockchain can significantly decrease settlement times and transaction costs.
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Q: What use cases do you see really driving that growth presently?
Baxter emphasizes that blockchain will revolutionize finance and create a faster, more cost-effective payment method, especially with regulatory changes like stable coins.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Age Range
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Frequently Asked Questions About Enterprising Investor

What is Enterprising Investor about and what kind of topics does it cover?

In the series, experts from various fields of finance engage in insightful discussions centered around investment management themes, ranging from blockchain technology and AI-driven investing to portfolio strategies in turbulent economic landscapes. Noteworthy conversations include topics like the evolving nature of private and public asset markets, the impact of geopolitical dynamics on economics, and the significance of diversity in finance. This series offers listeners profound insights into investment strategies, practical research findings, and expert analyses that are invaluable for both professionals and enthusiasts in the finance community.

Where can I find podcast stats for Enterprising Investor?

Rephonic provides a wide range of podcast stats for Enterprising Investor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Enterprising Investor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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. Exchanges
2. The Memo by Howard Marks
3. The Markets
4. Thoughts on the Market
5. Insights Now

How many episodes of Enterprising Investor are there?

Enterprising Investor launched 18 years ago and published 544 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?

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What guests have appeared on Enterprising Investor?

Recent guests on Enterprising Investor include:

1. Baxter Hines
2. Brian Pisaneschi
3. Mark Anson
4. Chris Shipley
5. Mark Higgins
6. Andrew Ang
7. Eric Hanno
8. Peter Zeihan

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.

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