Enterprising Investor

Episode #450 How to Make Smarter Decisions about Money Paul Sullivan, author of the Wealth Matters column for The New York Times and the Money Game column in GOLF Magazine, discusses why it's important for financial advisers to discuss money scripts with clients and for families to talk to their children about money. A lifelong golfer, Paul also shares anecdotes from some of the legendary pros, as...

Dirk Willer, a managing director and global head of emerging market strategy at Citi and co-author of Trading Fixed Income and FX in Emerging Markets: A Practitioner's Guide, discusses the outlook emerging market economies amid the rollout of the Covid-19 vaccine, what to expect from China, and his guide to trading foreign exchange.

Episode #449 A Quant Pioneer Reflects on Machine Learning, Big Data, ESG, and Value Investing    John Chisholm, CFA, co-CEO and co-founder of Acadian Asset Management, a global, quantitative investment manager, takes the audience deep into the world of machine learning and data science as he discusses where he sees innovation taking place and what is important in building a firm culture where quan...

In this episode #447, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face. Episode Transcript: http://static.3playmedia.com/p/files/5648975/threeplay_transcripts/16831037?format_id=46&project_id=18442&format=pdf Topics discussed: 1:23 – Background about yourse...

Episode #446.  Salim Ramji, CFA, Global Head of iShares and Index Investments for BlackRock, discusses three ETF trends investors should be watching and the outlook for the industry in 2021 and beyond.   Episode Transcript: http://static.3playmedia.com/p/files/5596947/threeplay_transcripts/16696191?format_id=46&project_id=18442&format=pdf    Topics discussed: • 2:39 - The State of the Industry and...

Listen to our quick 20-second trailer to find out what our show is all about. Enjoy short interviews with the greatest thinkers in investments, economics, and many other related financial industry topics. Subscribe at here or https://take15audio.libsyn.com/. 

Episode #445 What Lies Ahead for the Investment Management Industry?    Heather Brilliant, CFA, chief executive and president of Diamond Hill Capital Management, discusses the outlook for active management, value investing, and small caps and what these forces mean for the future of the industry and CFA charterholders.   Episode Transcript: http://static.3playmedia.com/p/files/5531340/threeplay_tr...

Episode #444. Fran Skinner, CFA, CPA, discusses the importance of identifying your "A-game" so you can improve performance in all aspects of your work, tips on how to take advantage of virtual networking sessions to expand your network, and much more.

Investing Lessons from Warren Buffett to the Great Literary Detectiv Episode #443. Robert G. Hagstrom, CFA, senior portfolio manager at EquityCompass and author of the New York Times bestseller "The Warren Buffett Way," discusses his writing process, managing high active share portfolios, and hiring and firing portfolio managers.   Episode transcript: http://static.3playmedia.com/p/files/5524640/t...

Episode #442. Dr. Frida Polli, CEO and co-founder of pymetrics, a company that uses neuroscience and AI to improve the accuracy, fairness, and diversity of hiring, discusses how hiring is broken and why soft skills are key for accurate and fair talent matching.

Episode #441. Marko Papic, a partner and chief strategist at Clocktower Group and author of Geopolitical Alpha: An Investment Framework for Predicting the Future, takes listeners on a geopolitical tour that starts with his constraints-based framework and continues through the recent US presidential election to US-China relations, Brexit, the Middle East, and Russia.

Episode #440. It has been 20 years since the last major antitrust case in the US, and with the recent bi-partisan investigation, Google, Amazon, Apple, and Facebook are now seemingly in the government's crosshairs. Join us with founder of SGH Wealth Management's Sam G. Huszczo, CFA, CFP as we explore the historical parallels of Microsoft's antitrust case and the potential investment opportunities...

In episode #439, David Knox, senior partner at Mercer Australia and the lead author of the Mercer CFA Institute Global Pension Index, discusses the characteristics that make up a good pension system.

Episode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today's investors to interplanetary finance.

Episode #436. Heidi Ridley, CFA, co-founder of Radiant ESG, discusses why she believes ESG is probably the single most important change to asset management, her journey from CEO of Rosenberg Equities to launching her own firm, and what it takes to build a strong organizational culture.

In episode #435, Randall Kroszner discusses central bank responses to COVID-19, the impact of lower rates on savers and plan sponsors, the toolkit to deal with future crises, and a way forward for bailouts of insolvent firms.

Episode #434. In a wide-ranging and frank conversation, Michael Falk, CFA, a partner at the Focus Consulting Group, discusses the one question every investor must answer right now, how to take investment teams from good to great, what he believes to be the progenitor behavioral bias, and his diagnosis with ALS, often called Lou Gehrig's disease.

In episode #433, Sandy Rattray, CIO of Man Group, discusses whether the VIX is a fair estimate of volatility, building a work culture for data scientists and machine learning experts, and the role of technology and data in investing.

In episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme?

Lessons in Asset Allocation and Manager Selection In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46...

Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an overview of the fast-changing canvas of data and alternative sources of alpha.

Episode #429. Neil Govier, CFA, talks to Ken Siazon and Manish Sharma, CFA, both from Southeastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19.

In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.

In episode #427, Melissa Cook, CFA, founder and managing director of African Sunrise Partners LLC, dispels some of the biggest misconceptions investors have when considering Africa and makes the case for investing in the continent.

In episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim's investment process, and why investment management is a high calling.