Enterprising Investor

In episode #253, Laura Rittenhouse, CEO of Rittenhouse Rankings, conducts annual benchmark surveys of corporate communications, and has identified a link between the authenticity and transparency of executive communications and a firm's stock price performance. Rittenhouse explains how investors can detect a lack of candor on the part of a firm's CEO.  

In episode #252, Founder and CEO of the Climate Bonds Initiative, Sean Kidney, provides a primer about climate bonds. This includes: what they are; how they are helping change the climate story in investing; and what the future of the business might be.  

In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.  

In episode #250, Rob Arnott discusses the many demographic headwinds confronted by the global economy and how they explain much of the post-Great Recession economic malaise.

In episode #249, Jerome Booth argues that 80% of financial theory is not fit for purpose and describes how investors in the developed world cannot afford to ignore emerging markets. Proper asset allocation requires a strategic view about macro-economic forces, like funds flows, and geopolitical factors rather than traditional optimization models.

In episode #248, There has been significant wealth accumulation in Asia in recent years. Vineet Vohra, CFA, of HSBC discusses trends and developments that are taking place across the region, including asset allocation, fees, and ETFs.

In episode #247, John P. Meier, CFA, discusses the newly released Guidance Statement on the Applicability of the GIPS Standards for Asset Owners, including the reasons behind issuing the guidance statement and how claiming compliance with the GIPS standards can benefit these asset owners.

In episode #246, Ann Putallaz provides an update on the pooled funds guidance project, highlighting key issues for consideration during the guidance drafting process and discusses why such guidance is needed in the industry.

In episode #245, Justin Wolfers challenges the prevailing view that there is a limit to the happiness that money can buy.

In episode #244, Thomas R. Schneeweis questions the relevancy of modern portfolio theory and addresses common misconceptions associated with alternative investments.

In episode #243, Dr. Katsunari Yamaguchi, CFA, president of Ibbotson Associates, Japan, has developed a new approach to estimating the equity risk premium that conveniently addresses its variations over time.

In episode #242, We live in an era where we are deluged with data, what many refer to as the 'era of big data'.

In episode #241, Tomas Sedlacek examines the Old and New Testaments as well as ancient Greek and Roman myths that contain archetypal stories that he believes inform modern economic thinking.

In episode #240, Divya Narendra, CEO of SumZero, discusses the impact of online collaboration and crowdsourcing on the investment research process.

In episode #239, The bond fund managed by Kathleen C. Gaffney, CFA, has an unconstrained mandate, allowing her to invest across asset classes and geographies. She discusses how she manages the risks inherent in investing in such a diverse mix of assets, as well as where she currently sees the most attractive investment opportunities.

In episode #238, Ron Rimkus, CFA, talks with Sheila C. Bair about her perspective on the financial crisis and the state of the financial system in 2014.

In episode #237, Paul Mills questions the conventional wisdom on debt.

In episode #236, Professor Adrian R. Bell is an expert in financial history. Listen to him discuss the origins of finance, its Medieval evolution, and, compare and contrast ancient and modern finance.

In episode #235, Kishore Mahbubani explains why he believes that Asia will dominate the 21st century.

In episode #234, Bernard Krooks, founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department, explains what long-term care is, how it can be covered, and why it's important for clients to have an advance directive.

In episode #232, William Reichenstein, CFA, explains the key concepts of tax-efficient investing and how it affects an investment decision. He also suggests easy adjustments that a wealth manager can make that would have a big impact on the client.

In episode #231, Kai A. Konrad, Director at the Max Planck Institute for Tax Law and Public Finance, shares his views on the Eurozone including why Germany may not have the economic force necessary to save the Eurozone.

In episode #229, Dylan Grice, Director of Research at Edelweiss Holdings, explains the unintended consequences and implications of three decades of financial engineering by central bankers.

In episode #228, Scott M. Black explains his style of value investing, skills needed for success, what the future may hold for active management and tips on finding value in the art market.

In episode #227, Tendai Musikavanhu, CFA, shares his views on the obstacles to investing in Africa such as insufficient information, illiquid markets, limited investor protection, and a poor perception.