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Enterprising Investor

CFA Institute
Artificial Intelligence
CFA Institute
Private Credit
Investment Management
Investment Strategies
Inflation
Investing
Behavioral Finance
Real Assets
Total Portfolio Approach
Risk Management
Real Estate
Geopolitics
Cryptocurrency
Alternative Investments
Equity Markets
Cultural Influences
NVIDIA
Magnificent Seven
Ai-Enabled Infrastructure

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 monthlyEpisodes560Founded19 years ago
Number of ListenersCategories
InvestingBusinessNon-Profit

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Artwork for Enterprising Investor

Latest Episodes

Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confidence in Conflict, about the psyc... more

What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing partner of Ankrum Capital, join host Mike Wallberg, CFA, to explore the... more

In this episode of Enterprising Investor, Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and author of Risk and Reward: How to Handle Market Volatility and Build Long... more

Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting trade dynamics, Klement explains how global events feed through to inflation, interest... more

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Recent Guests

Kwame Christian
Founder and CEO of the American Negotiation Institute; author of Finding Confidence in Conflict
American Negotiation Institute
Episode: Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Neeraj Khemlani
Former president of CBS News and author of The Coffee Can Investor
CFA Institute / The Coffee Can Investor
Episode: Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks
Matt Ankrum
Managing partner of Ankrum Capital and adjunct professor of finance
Ankrum Capital / University of Missouri, Kansas City
Episode: Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks
Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management; author and writer
Ritholriz Wealth Management; A Wealth of Common Sense
Episode: Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing
Jo Klement
Managing Director at Panmoor Liberum, author of The Geoeconomic Decade
Panmoor Liberum (Panmor Liberum)
Episode: Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy
Leyla Kunimoto
Founder and editor of Accredited Investor Insights, focuses on private markets
Accredited Investor Insights
Episode: Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
Raluca Filip
CFA charter holder, focuses on helping financial advisors improve client decision making under pressure
CFA Institute
Episode: Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Stefan Sharkansky
Author of The Only Other Spending Rule You Will Ever Need and founder of The Best Third and Useful Work
Useful Work, Inc.; The Best Third
Episode: Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
Roger Irwin
Head of Investment Content globally for Willis Towers Watson
Willis Towers Watson
Episode: Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description

Reviews

4.5 out of 5 stars from 195 ratings
  • 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 Podcasts
    5
    Antipasti13
    United States6 months ago
  • Great content

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

    Apple Podcasts
    5
    JoanieUSA
    United States3 years ago
  • Great podcast

    Love the content. Keep up the good work!

    Apple Podcasts
    5
    Machellek18
    United States4 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 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 Podcasts
    5
    GrantInCali
    United States5 years ago

Listeners Say

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

High-caliber guests with access to top industry insights.
Diverse range of topics from geopolitics to AI in finance.
Strong host interview style and depth of analysis.
Occasional feedback about episode length and production quality.
Thoughtful, actionable conversations that translate to practice.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Q: What is the compassionate curiosity framework, and how does it help in real-world negotiations?
The framework centers on acknowledging emotions, asking curious questions with empathy, and solving problems jointly, all while using emotional labeling to lower tension and gather information for persuasive, equity-focused outcomes.
Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Q: How did you get into negotiation as a career, and what shaped your approach to teaching it?
Christian describes entering the field after recognizing his own fear of tough conversations and studying psychology and policy to combine tactical skills with a psychological understanding, which informs his teaching approach.
Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
Q: What exactly is NASS squeezing, and why does it matter for investors in secondary funds?
NASS squeezing refers to practices in secondary funds where discounts are applied on purchases of LP stakes but accounting marks can push those gains up to par value, creating a misleading picture of performance and liquidity that can misprice assets and affect investor decisions.
Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
Q: Leyla, could you summarize the current health of private markets and what has been on your radar recently?
The health concerns center on evergreen semi-liquid private credit funds and the growing outflow of retail capital, with delays in liquidity and structural features like NAV marking that can exaggerate performance; the trend is driven by investor sentiment and rising concerns about software exposure and leverage in private credit.
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Q: What is the key takeaway about managing through two very different potential futures?
Adopt a barbell portfolio that balances exposure to scenarios where the world order remains favorable with protective positions that cushion against adverse developments, prioritizing capital preservation alongside growth.

Audience Metrics

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

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Frequently Asked Questions About Enterprising Investor

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

The show features in-depth conversations with leading figures in investing, risk, and finance, often exploring how geopolitical shifts, macro trends, and innovative tools reshape portfolio construction and decision-making. Episodes frequently blend rigorous frameworks (e.g., barbell strategies, total portfolio concepts, AI in investing) with practical takeaways for professionals, from portfolio construction to risk management and leadership. Notably, guests span asset management, pensions, behavioral finance, and AI governance, with a recurring emphasis on real-world applications, data-driven insight, and staying ahead of industry shifts. This mix makes it valuable for decision-makers seeking actionable intelligence, credible expertise, and... more

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Which podcasts are similar to Enterprising Investor?

These podcasts share a similar audience with Enterprising Investor:

1. Masters in Business
2. Value Investing with Legends
3. The Meb Faber Show - Better Investing
4. Excess Returns
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Enterprising Investor are there?

Enterprising Investor launched 19 years ago and published 560 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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What guests have appeared on Enterprising Investor?

Recent guests on Enterprising Investor include:

1. Kwame Christian
2. Neeraj Khemlani
3. Matt Ankrum
4. Ben Carlson
5. Jo Klement
6. Leyla Kunimoto
7. Raluca Filip
8. Stefan Sharkansky

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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