Enterprising Investor

In episode #172, John Linehan, CFA, describes his firm's investment philosophy and the value of "constructive dissonance," and discusses why maintaining a global perspective is more important than ever.

In episode #171, Michael Kitces discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff and the potential for tax rates to rise significantly in the future.

In episode #170, Sam Peters, CFA, discusses his firm's free cash flow-based approach to valuation, and the challenges and opportunities in today's stock market.

In episode #168, Jeremy Bolland discusses the best practices for banks, brokerages, and research analysts for the production and dissemination of investment research, as well as the regulatory landscape in the Asia Pacific region.

In episode #167, Marc Faber, editor of "The Gloom, Boom and Doom Report", speaks about his views on money printing, inflation, central banking, China, the Eurozone, and the Fed's monetary policy.

In episode #165, John R. Boatright discusses the ethical issues facing investment professionals in the investment industry and how to manage them.

In episode #166, Chris Douvos of Venture Investment Associates speaks about the evolution of the venture capital industry.

In episode #164, John P. Calamos, Sr., discusses the rise of the middle class in emerging markets and what investors in these markets should focus on.

In episode #163, Learn ways that defined benefit funds can be modified to provide adequate benefits for employees and acceptable cost for employers.

In episode #158, Nobel Laureate Daniel Kahneman discusses behavioral finance with Ashvin Chhabra, including what insight the discipline can lend to the global financial crisis and the direction of future research.

In episode #162, Demonstrating proficiency in emotional intelligence is a critical skill set that is in demand across all roles in the investment industry. Why is this the case, are there challenges unique to investment professionals, and what practical steps can you take to develop this soft skill?

In episode #161, Sebastian Mallaby makes the case that hedge funds are important providers of liquidity to financial markets and not a destabilizing threat to the financial system.

In episode #150, Dr. Maria Hartwig, a deception and lying behavior expert, discusses the state of lie detection in finance. She also reviews important lie detection research and what the future holds for lie detection in finance.

In episode #160, Dean A. Junkans, CFA, discusses the most interesting and most surprising results of a recent survey of 500 individual investors.

In episode #159, Gary P. Brinson, CFA, discusses the impact that the Federal Reserve's prolonged low-rate environment is having on plan sponsors. He argues that we are observing Hayek's fatal conceit where a handful of people in the government imagine they can redesign markets and do better than markets themselves can.

In episode #155, Dr. George Abed, Senior Counsellor and Director for Africa and Middle East at the IIF, discusses the economic and political transition taking place among the Arab countries around the Mediterranean and implications for the wider region.

In episode #157, Professor Avinash D. Persaud followed and traded the currency markets for many years at UBS, J.P. Morgan, and other institutions. He shares the insight he accumulated and discusses the real driving forces in currency markets over periods that matter to investors and corporations. The situation of the Renminbi in the context of his framework is also discussed.

In episode #156, Professor Patrick Chovanec discusses the economic and investment implications involved in rebalancing the Chinese economy. He touches upon the current economic climate in light of the 2008 financial crisis with regards to China's infrastructure, a trend toward urban migration, and general investment trends since the crisis.

In episode #152, John T. Connor discusses how Russia's markets are more open and free than commonly thought. He also discusses the growth of the investable universe of companies over the past 15 years.

In episode #151, Fraser Howie discusses fundamental issues with China's banking system. Specifically, he explains China's continual creation of superficial solutions to problems, which often fail to solve the underlying issues.

In episode #154, Frédéric Romand discusses the role of dark pools and their relative merits and drawbacks in the context of equity market investing. The importance of transparency and information quality is also addressed, along with efforts to achieve more consistent regulation.

In episode #153, Henry T. Azzam shares his views on economic prospects of the Middle East and North Africa (MENA) region one year after the Arab Spring.

In episode #148, Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score. Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time. 

In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.

In episode #147, Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.