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Artwork for The Investors First Podcast

The Investors First Podcast

CFA Society Orlando
Venture Capital
China
Valuation
ETF
ESG Investing
Wisdomtree
U.S. Elections
Donor Advised Funds
Daffy
Market Concentration
S&P 500
Value Investing
Market Efficiency
High Yield Debt
Vencap
India
Alternative Investments
Buybacks
Luck Vs. Skill
CFA

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

PublishesMonthlyEpisodes97Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Investors First Podcast

Latest Episodes

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has g... more

Today’s guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before starting Trinity Family Builders,... more

Today’s guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed inco... more

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. W... more

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Recent Guests

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
Marko Papic
Leads BCA Research's BCA Access and developed GeoMacro Research.
BCA Research
Episode: Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Jeremy Schwartz
Global Chief Investment Officer at WisdomTree
WisdomTree
Episode: Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s
Michael Mauboussin
Head of Consilient Research at Counterpoint Global, adjunct professor of finance at Columbia Business School
Morgan Stanley Investment Management
Episode: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
Dr. Meir Statman
Behavioral finance researcher and author of 'A Wealth of Well Being'
Episode: Dr. Meir Statman – A Diversified Measure of Wealth
Howard Marks
Co-founder of Oaktree Capital Management and a respected authority in investment management
Oaktree Capital Management
Episode: Howard Marks - Investing During a Regime Change from CFA Charter #3,700

Host

Steve Curley
Co-managing principal at 55 North Private Wealth and co-host, bringing extensive financial expertise to guide discussions on investing and market trends.

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 Kingdom4 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 Podcasts
    5
    maddie@podcastingyou
    United States3 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 States4 years ago
  • Best Investment Podcast in the South!

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

    Apple Podcasts
    5
    GoGators123!!!
    United States4 years ago

Listeners Say

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

Feedback emphasizes the podcast's ability to provide actionable insights, making it a valuable tool for investors looking to optimize their knowledge.
The quality of guests is frequently highlighted as a significant strength, indicating a well-curated selection of industry experts.
Many appreciate the informative nature of discussions that help enhance their investing strategies and financial literacy.
Listeners describe the content as highly educational and entertaining, often showcasing expert insights and market trends.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Mike Thrasher, Modus - Family Office 101
Q: What trends are you seeing in family offices?
Trends include involvement in private markets, the establishment of governance structures, and addressing family dynamics.
Mike Thrasher, Modus - Family Office 101
Q: When does it make sense to have a family office?
Typically, it is suggested a couple hundred million dollars, depending on the complexity of needs and the costs associated with hiring professionals.
Tom Lee, Fundstrat – 2025 Market Outlook
Q: What are your thoughts on Bitcoin?
We have formal recommendations on Bitcoin for the last eight and a half years, and we continue to be bullish on it as it serves as a trusted vector in a trustless environment.
Tom Lee, Fundstrat – 2025 Market Outlook
Q: What areas do you see leading the market in the next year?
I think tech still has to perform, and we also believe financials and industrials will drive leadership, indicating a broadening of the market.
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
Q: How might the ongoing developments in AI impact the investment profession in the next 5 to 10 years?
Arnott suggests that AI will significantly change the investment profession, notably through data mining applications and AI-driven investment strategies. However, he emphasizes that while AI is powerful, it requires substantial data to be effective, and human elements will remain important, especially for longer-term investments.

Audience Metrics

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

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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?

Focuses on the intricacies of the financial world through informative interviews with industry experts, including CEOs, investment strategists, and economists. Listeners gain insights into current market trends, investment strategies, economic forecasts, and various financial topics that appeal to both seasoned investors and those new to the field. The engaging discussions frequently highlight timely issues, making it a valuable resource for anyone looking to become a more informed investor or advisor, emphasizing both local insights and global perspectives.

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How many listeners does The Investors First Podcast get?

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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. Excess Returns
3. Masters in Business
4. The Compound and Friends
5. On Investing

How many episodes of The Investors First Podcast are there?

The Investors First Podcast launched 6 years ago and published 97 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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Where can I see ratings and reviews for 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. Matt Orosz
2. Alejandra Grindal
3. Mike Thrasher
4. Tom Lee
5. Marko Papic
6. Jeremy Schwartz
7. Michael Mauboussin
8. Dr. Meir Statman

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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