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 | 563 | Founded | 19 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Non-ProfitBusinessInvesting | |||
Listen to this Podcast
Latest Episodes
Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter the biases that undermine sound decisions. Drawing on his book, Running Against ... more
As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfolio managers to actually making and governing investment decisions?
Kevin Max, ... more
Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences... more
If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the De... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
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 States8 months 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 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 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 States5 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #63 | United States/Business/Non-Profit |
Apple Podcasts | #20 |  Canada/Business/Non-Profit |
Apple Podcasts | #76 |  United Kingdom/Business/Non-Profit |
Apple Podcasts | #31 |  Italy/Business/Non-Profit |
Apple Podcasts | #52 |  France/Business/Non-Profit |
Apple Podcasts | #55 |  Australia/Business/Non-Profit |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About Enterprising Investor
What is Enterprising Investor about and what kind of topics does it cover?
A rigorous finance-focused show that conducts long-form conversations with leading practitioners, academics, and industry veterans. Episodes frequently explore topics such as market risk, portfolio construction, behavioral finance, geopolitical influences on valuations, and innovative approaches to investing, retirement planning, and private markets. Guests often bring a blend of academic insight and real-world practice, helping listeners translate complex concepts into actionable frameworks. The show is notable for attracting high-profile guests, deep-dive discussions, and practical takeaways for investment professionals and sophisticated individual investors alike, though some listeners wish for tighter episode lengths and more depth in c... more
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?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Enterprising Investor, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Enterprising Investor?
Rephonic provides comprehensive predictive audience data for Enterprising Investor, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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. Insights Now
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Meb Faber Show - Better Investing
5. Making Sense
How many episodes of Enterprising Investor are there?
Enterprising Investor launched 19 years ago and published 563 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
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.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Enterprising Investor?
Rephonic provides full transcripts for episodes of Enterprising Investor. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Enterprising Investor?
Recent guests on Enterprising Investor include:
1. Eddie Perkin
2. Irina Bevza
3. Mustafa Dah
4. Kwame Christian
5. Neeraj Khemlani
6. Matt Ankrum
7. Ben Carlson
8. Jo Klement
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.