
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.
| Publishes | Monthly | Episodes | 558 | Founded | 19 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessNon-Profit | |||

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
What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Mark Higgins, CFA, author of Investing in US Financial History, and Leyla Kunimoto, f... more
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore why clients hesitate, reverse decisions, or suddenly reassess their appet... more
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Smart, clear and worth the listen. The conversations are thoughtful and relevant, and I always walk away with something I can apply right away.
Found this show recently. Some really top flight guests and solid content. Highly recommended!
Love the content. Keep up the good work!
In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #42 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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Enterprising Investor launched 19 years ago and published 558 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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Recent guests on Enterprising Investor include:
1. Ben Carlson
2. Jo Klement
3. Raluca Filip
4. Stefan Sharkansky
5. Roger Irwin
6. Ashley Herd
7. Anna Martirosyan
8. Greg Fisher
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