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Enterprising Investor

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

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.

PublishesMonthlyEpisodes558Founded19 years ago
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InvestingBusinessNon-Profit

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Artwork for Enterprising Investor

Latest Episodes

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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Recent Guests

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
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
Ashley Herd
Founder and CEO of Manager Method, Author
Manager Method
Episode: Ashley Herd: Why Better Managers Drive Better Business Results
Anna Martirosyan
Strategy and Transaction Manager at EY Parthenon, focusing on M&A and Financial Due Diligence.
EY Parthenon
Episode: Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance
Greg Fisher
Researcher and practitioner in asset management with expertise in complexity science
Sektana Institute for Advanced Studies
Episode: Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
Victor Haghani
Founder of Elm Wealth and author of The Missing Billionaires
Elm Wealth
Episode: Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions

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 States5 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 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 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.

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.
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Q: What is the next step when a client cannot see past the panic and wants to act now?
Show patience, possibly proceed in smaller steps, demonstrate potential future outcomes (like a three-year horizon) to illustrate consequences of selling now versus staying invested.
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Q: How important is it to ask the right questions versus giving the client the answers right away?
Asking purposeful questions is crucial because it directs the client's attention and helps them articulate their own reasoning, which leads to better buy-in and longer-term alignment than simply delivering information.
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Q: What are the first, second, and third steps an advisor should take when a panicked client calls?
First, listen and acknowledge the panic; second, redirect the conversation to revisit the portfolio's purpose and long-term goals; third, consider a staged approach or pre-mortem to explore consequences of actions and keep alignment with objectives.
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Q: In your experience, what's actually happening at the moment a client changes their attitude towards risk?
Clients typically experience emotional fatigue and a shift in perception after volatile experience; advisors should pause, ask guiding questions, and reconnect the client with the portfolio's long-term purpose rather than rushing to act.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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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. Exchanges
2. The Meb Faber Show - Better Investing
3. Odd Lots
4. Notes on the Week Ahead
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Enterprising Investor are there?

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.

How do I contact Enterprising Investor?

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What guests have appeared on Enterprising Investor?

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

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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