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The Investors First Podcast

CFA Society Orlando
Venture Capital
China
Wealth Management
Artificial Intelligence
ETF
CFA
Private Equity
Valuation
Investment Management
Blackrock
Wisdomtree
U.S. Elections
ESG Investing
Family Offices
Emerging Market Index
Interest Rates
Market Concentration
S&P 500
Value Investing
Daffy

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you ... more

PublishesMonthlyEpisodes100Founded6 years ago
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ManagementBusinessInvesting

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Artwork for The Investors First Podcast

Latest Episodes

In today's episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm's global macro views and portfolio construction framework... more

In today's episode, we have Danny Jenkins, who is the CEO and Co-Founder of ThreatLocker, a rapidly growing cybersecurity firm focused on Zero Trust endpoint protection. With over 20 years in cybersecurity and a background in ethical hacking, Danny i... more

We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the ver... more

We are excited to welcome Joe Davis for this episode, currently Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group. Many of you likely know various iterations of the Vanguard story, but most of the professionals I know... more

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Recent Guests

Mike Pyle
Executive at BlackRock, former Global Chief Investment Strategist and member of BlackRock Investment Institute
BlackRock
Episode: Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
Danny Jenkins
CEO and co-founder of ThreatLocker
ThreatLocker
Episode: Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Brent Sullivan
Founder of the Tax Alpha Insider; organizer of Basis Northwest conference; former Parametric software engineer
Tax Alpha Insider
Episode: Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Joe Davis
Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard
Vanguard
Episode: Joe Davis, Vanguard – An Economist Crossing the T
Perth Tolle
Founder of the Freedom 100 Emerging Market Index
Freedom ETF
Episode: Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
Matt Orosz
Co-president of Trinity Family Builders
Trinity Family Builders
Episode: Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders
Alejandra Grindal
Chief Economist for Ned Davis Research Group
Ned Davis Research Group
Episode: Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal
Mike Thrasher
Founder and editor of Modus, a newsletter for family office professionals
Modus
Episode: Mike Thrasher, Modus - Family Office 101
Tom Lee
Managing partner and head of research at Fundstrat Global Advisors
Fundstrat Global Advisors
Episode: Tom Lee, Fundstrat – 2025 Market Outlook

Hosts

Steve Curley
Co-managing principal at 55 North Private Wealth; extensive background in wealth management and CFA Society Orlando activity.
Chris Cannon
CIO/principal at FirsTrust; active in Orlando CFA circle.

Reviews

4.8 out of 5 stars from 76 ratings
  • Loving this podcast!!

    Well worth a listen. This podcast is is educational and entertaining!!

    Apple Podcasts
    5
    Poppy@davedubeau
    United Kingdoma year ago
  • Super informative!

    This podcast is a must listen for anyone looking to enhance their investing strategies and build wealth to achieve financial freedom. The CFA Society Orlando team is fantastic and each episode is highly informative.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Great Podcast!

    The guests and content are great! Keep up the good work.

    Apple Podcasts
    5
    IPA attendee
    United States4 years ago
  • Great material

    Great content from the guests and the hosts.

    Apple Podcasts
    5
    Lijygr
    United States5 years ago
  • Best Investment Podcast in the South!

    Investors First Podcast is awesome. Great Guests and great Interviews!

    Apple Podcasts
    5
    GoGators123!!!
    United States5 years ago

Listeners Say

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

Listeners appreciate the depth and practical takeaways for wealth management and investing.
Great guests and interviews that consistently deliver value for investors.
The show is consistently informative with high-quality experts and actionable insights.

Chart Rankings

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

Apple Podcasts
#202
Italy/Business/Investing
Apple Podcasts
#95
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
Q: How did your background in government influence your approach to macro investing and policy interpretation in financial markets?
Mike explains that interpreting policy signals while in government gave him a unique barometer for how policy impacts markets, and the CFA journey served as a formal proof point that he could learn and apply complex material to investing.
Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Q: What practical steps can professionals take right now to improve security hygiene?
Lock down critical accounts with strong password managers, move beyond SMS for 2FA to more secure methods, validate recipients before wire transfers, and adopt Zero Trust Cloud/Network Access to ensure only trusted software and users can operate.
Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Q: As an investor, should cybersecurity be treated like an IT expense or an insurance policy for a firm?
It's primarily a business expense because ransomware and data loss harm the entire organization, including reputation and operations, and failures can lead to cyber insurance issues. A Zero Trust approach protects the business most effectively and can support insurance requirements.
Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Q: What are the biggest risks in tax-aware long-short strategies and how should advisors think about them?
Key risks include counterparty leverage, tracking error, margin lending dynamics, and the potential for regulatory or tax rule changes; diligence should focus on understanding alpha sources, sponsor reliability, and practical planning considerations.
Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Q: What motivated the heavy use of memes in the early content, and how has the approach evolved?
Brent says memes were a hook to tease interest and draw people in before digging into deeper, quantitative work; now he produces more substantial articles and journals while still using memes as engagement.

Audience Metrics

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Frequently Asked Questions About The Investors First Podcast

What is The Investors First Podcast about and what kind of topics does it cover?

The show concentrates on finance, investing, and wealth management topics, featuring interviews with founders, CIOs, economists, and other industry leaders. Recent discussions cover tax-aware investing, AI's impact on finance, ETF structures, housing market trends, and macroeconomic outlooks, often with practical diligence and real-world planning for high-net-worth audiences. Noteworthy is the emphasis on actionable strategies, a strong tie to the local CFA Society, and guests who are prominent practitioners or researchers in finance. The format tends to blend technical depth with clear takeaways for investment professionals and serious individual investors alike, making it helpful for listeners seeking rigorous, data-driven perspectives an... more

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Which podcasts are similar to The Investors First Podcast?

These podcasts share a similar audience with The Investors First Podcast:

1. The Meb Faber Show - Better Investing
2. Masters in Business
3. The Long View
4. Odd Lots
5. Value Investing with Legends

How many episodes of The Investors First Podcast are there?

The Investors First Podcast launched 6 years ago and published 100 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 The Investors First Podcast?

Recent guests on The Investors First Podcast include:

1. Mike Pyle
2. Danny Jenkins
3. Brent Sullivan
4. Joe Davis
5. Perth Tolle
6. Matt Orosz
7. Alejandra Grindal
8. Mike Thrasher

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