The Investors First Podcast

Our guest today is Annie Duke, who was previously one of the best poker players in the world and is now a renowned public speaker and best-selling author. Our conversation is all about decision-making and there's no one better to cover the topic than her.  We begin with the topics of tracking error, career risk in the NFL and in finance, and remaining process-focused over time. We then shift to di...

Our guest today is Mark Yusko , Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management, which manages close to $2 billion. He is also the Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill.   In this episod...

Our guest today is Morgan Housel , Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the best financial writer of our time. In this episode, we discuss his writing process, his advice to those in the finance industry looking to start or improve their writing, and his new book, The Psychology of Money: Timeless lessons on wealth, greed, a...

Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses on all things Environmental, Social, and Corporate Governance (ESG). We discuss John's background and what led him to his position as CEO of Calvert,...

Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors.   The majority of our conversation today focuses on Tyrone's passion: lifting up Americans out of poverty and expanding the reach of financial education. Tyrone explains why the current state of financial education in schools is lacking and what he is doing to help f...

Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance. As so many people have been put into tough financial circumstances due to COVID, the topic of personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement preparedness, the need for more personal finance e...

If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later wrote the book Ultralearning: Master Hard Skills, Outsmart the Competition, and Accelerate Your Career . To say Scott has become an expert on self-directed lear...

Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph " Let's All Learn How To Fish… To Sustain Long-Term Economic Growth ", the 2019 Monograph follow-up " Get to Work… on OUR Future " and he co-authored the 2017 "Money, Meaning and Mindsets." Our local co-host is Chris Can...

Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, The Behavioral Investor .  Daniel is a licensed psychologist who provides a unique lens into decision-making around money. In the episode we discuss why we're not wired to make sound financial decisions, how bear markets truly have...

Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.   In this episode, we take a look at the investment side that powers the largest healthcare system headquartered in Florida. Due to the size of Advent Health, Rob is able to present a unique view of the impact of COVID on both portfolios and the healthcare system, along...

Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor. In this episode, Greg explains what led Institutional Investor to launch RIA Intel with him leading the charge in Summer 2019, how RIA's can leverage the media to benefit their business, and why he thinks some RI...

Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including Fed Watching for Fun & Profit: A Primer for Investors . We discuss his recent book, which is about the history of the Fed through the end of 2019 and couldn't be more timely, and get his thoughts on the unprecedented fiscal and monetary policy in response to COVID. We also get his tak...

Our guest today is Mike Pyle, CFA. Mike is the Global Chief Investment Strategist for BlackRock, the world's largest asset manager. Prior to joining BlackRock, he served for five years at the center of President Obama's economic team. Our conversation hinges on the long-term themes he and his team discuss in the 2020 Mid Year Outlook, which cover the restart of activities post-COVID, the policy re...

Our guest today is Dr. Chris Pierson, founder and CEO of BlackCloak, a Concierge Cybersecurity protection suite for high net-worth individuals and corporate executives. Previously, he was the first Chief Privacy Officer for the Royal Bank of Scotland's (RBS) U.S. operations, where he led its privacy and data protection program. He received his B.A. and M.A from Boston College and his Ph. D and J.D...

Our guest today is Dr. Vikram Mansharamani, who is currently a lecturer at Harvard University. In addition to teaching, he also advises several Fortune 500 CEOs and was listed as LinkedIn's #1 Top Voice for Money, Finance and Global Economics twice. He has a Ph. D, two Masters degrees from MIT, and a Bachelors degree from Yale University. In this episode, we discuss his new book,  Think for Yourse...

Our guest today is Dr. Raphael Bostic , the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year history of the Fed. Prior to his role at the Federal Reserve, he served as a professor at the University of Southern California and was the Assistant Secretary for Policy Development and Research at the U.S. Department of Housing and Urban Developmen...

Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager.  He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of increasing responsibility at Franklin — co-president, chief operating officer, chief financial officer and senior vice president from 1993 - 2003. Mr. Flanag...

Our guest today is Rob Forsyth, Head of SPDR America's ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Derivatives with UBS. Our local co-host today is Frank Garcia, CFA. Frank is the VP of the CFA Society of Orlando. He is a wealth advisor and Co-Chief Investment Officer with Resource Consulting Group, an independent fee-only investment advisory firm with...

­­­As many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partnership has aided many individuals through financial literacy and Second Harvest's culinary training program. During these difficult times we are excited to expand on that partnership by matching member donations to Second Harvest, up to $75 per member. Ple...

Our guest today is Ben Harrison, who will be named as the head of BNY Mellon's Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020.  He joined Pershing in 2006 and was promoted to lead business development for advisory marketplace solutions on the West Coast in 2013. In 2015, Harrison became the head of business development for the RIA c...

Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis' best-selling book " The Big Short: Inside the Doomsday Machine ," which was later turned into an Academy Award-winning movie. Our local co-host is Jeff Goll, a Managing Director and Head of Capital Markets for Hillpointe, a real estat...

This episode features the CEO of Parametric , Brian Langstraat , CFA. Brian is responsible for Parametric's firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfolio management, product development, portfolio administration, marketing, and client service. In 2014 he was elected to the Eaton Vance Corp. board of directors. He earned a...

This is Part II of our episode with Barry Ritholtz. If you haven't listened to Part I, hit pause and listen to that first. This episode features Barry Ritholtz , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the creator and host of the Masters in Business podcast/show on Bloomberg Radio and author of the book Bailout Nation , which was published in 2...

This is Part I of a two-part episode; check back for Part II. This episode features Barry Ritholtz , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the creator and host of the Masters in Business podcast/show on Bloomberg Radio and author of the book Bailout Nation , which was published in 2009. In the first of a two-part episode, Ritholtz dives into...

This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She was r...