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 | Monthly | Episodes | 562 | Founded | 19 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Non-ProfitBusinessInvesting | |||
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Latest Episodes
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
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
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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
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Chart Rankings
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Apple Podcasts | #127 | United States/Business/Non-Profit |
Apple Podcasts | #107 |  United Kingdom/Business/Non-Profit |
Apple Podcasts | #112 |  Canada/Business/Non-Profit |
Apple Podcasts | #1 |  Italy/Business/Non-Profit |
Apple Podcasts | #48 |  Australia/Business/Non-Profit |
Apple Podcasts | #48 |  France/Business/Non-Profit |
Talking Points
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Audience Metrics
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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?
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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?
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Which podcasts are similar to Enterprising Investor?
These podcasts share a similar audience with Enterprising Investor:
1. The Meb Faber Show - Better Investing
2. Trillions
3. Masters in Business
4. The Bid
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of Enterprising Investor are there?
Enterprising Investor launched 19 years ago and published 562 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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How do I access podcast episode transcripts for Enterprising Investor?
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What guests have appeared on Enterprising Investor?
Recent guests on Enterprising Investor include:
1. Mustafa Dah
2. Kwame Christian
3. Neeraj Khemlani
4. Matt Ankrum
5. Ben Carlson
6. Jo Klement
7. Leyla Kunimoto
8. Raluca Filip
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.