The Investors First Podcast
CFA Society OrlandoThe 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
| Publishes | Monthly | Episodes | 100 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
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
To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. A... more
Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar household in Boston, Kevin le... more
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- Loving this podcast!!
Well worth a listen. This podcast is is educational and entertaining!!
Apple Podcasts5Poppy@davedubeau
United Kingdom9 months 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 Podcasts5maddie@podcastingyou
United States4 years ago - Great Podcast!
The guests and content are great! Keep up the good work.
Apple Podcasts5IPA attendeeUnited States4 years ago - Great material
Great content from the guests and the hosts.
Apple Podcasts5LijygrUnited States4 years ago - Best Investment Podcast in the South!
Investors First Podcast is awesome. Great Guests and great Interviews!
Apple Podcasts5GoGators123!!!United States4 years ago
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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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How many listeners does The Investors First Podcast get?
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What are the audience demographics for The Investors First Podcast?
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How many subscribers and views does The Investors First Podcast have?
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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. Capital Allocators – Inside the Institutional Investment Industry
2. Masters in Business
3. Odd Lots
4. The Memo by Howard Marks
5. Exchanges
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.
How do I contact The Investors First Podcast?
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What guests have appeared on The Investors First Podcast?
Recent guests on The Investors First Podcast include:
1. Brent Sullivan
2. Joe Davis
3. Perth Tolle
4. Matt Orosz
5. Alejandra Grindal
6. Mike Thrasher
7. Tom Lee
8. Marko Papic
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.