Enterprising Investor

In episode #112, Paul D. Kaplan, CFA, shares his analysis of the Synthetic Risk and Reward Indicator (SRRI) that has been introduced by the European Commission for investment funds as a part of the UCITS.

In episode #111, Andrew Smithers discusses why the U.S. equity market is currently overvalued and argues that central banks should be encouraging a reduction in debt levels and quality growth over time, rather than rapid growth now.

In episode #109, Melvin Escudero discusses some of the elements that will be critical for Latin America's continued growth into the future.

In episode #108, John Authers discusses the merits of returning to the gold standard and offers some potential alternatives.

In episode #107, As the globalization of the investment profession continues and international uncertainty abounds, geopolitical risks are growing in importance. Pippa Malmgren examines these risks and highlights ways to identify and deal with their challenges.

In episode #106, Felix Zulauf shares his investment philosophy and his views on the Euro and investing in gold.

In episode #105, Dr. Amlan Roy discusses the implications of demographic trends for geographic regions, countries, and industries.

In episode #104, Roger Urwin discusses the concept of sustainability as it applies to pension fund investing.

In episode #103, Roger Lowenstein discusses the continued importance of Wall Street, but takes issue with abusive practices that led to asset bubbles and costly bailouts.

In episode #102, Clifford S. Asness addresses issues regarding hedge funds, including the different risk and reward profiles of various strategies, the never-ending quest for alpha, and the growing interest in hedge fund replication.

In episode #096, Curtis Ravenel discusses the use of environmental, social, and governance factors in the investment management process and the data currently available in these areas.

In episode #101, Howard Marks, CFA, discusses his widely read client memos, his core investment philosophy, and strategies for making sure culture and philosophy at his firm are properly aligned across regions.

In episode #100, William Poole discusses the history of the Federal Reserve in the United States and the evolution of its mandates over time.

In episode #098, Kevin Kajiwara discusses the global investment implications of current geopolitical trends and risks.

In episode #099, Russell Read, CFA, discusses the changing dynamics and where the opportunities lie for alternative energy.

In episode #094, Yasuhiro Oshima, CFA, gives his thoughts on Japan's recovery from the recent earthquake, tsunami, and nuclear crises.

In episode #097, Lisa Gray discusses the importance of incorporating family dynamics into the advisory process.

In episode #095, The allure of investing in art is compelling to many investors, but is unfamiliar territory to many financial advisers. Jeffrey Horvitz discusses the pros and cons of adding art to your portfolio.

In episode #093, Attilio Meucci, CFA, offers a systematic approach to risk and portfolio management and describes some of the challenges and tradeoffs investors face when it comes to controlling risk in their portfolios.

In episode #090, Michael J. Mauboussin discusses the role of technical competence, "counterintuition," and the application of multiple mental models to the discipline of financial analysis.

In episode #092, Michelle Clayman, CFA, discusses incorporating non-financial environmental, social, and governance (ESG) data in the investment process.

In episode #089,   Kenneth S. Hackel, CFA, author of the book Security Valuation and Risk Analysis, challenges traditional thinking on important concepts like the cost of capital and free cash flow.

In episode #091, Clifford S. Asness discusses a recent roundtable meeting on the equity risk premium (ERP) where forecasts for the future ERP were below historical levels.

In episode #088, Kurt Schacht, CFA, discusses the new CFA Institute Compensation Discussion and Analysis Template.

In episode #087, Andrew Ang analyzes the use of leverage in hedge funds including the high and low ranges in leverage, which strategies employ more leverage, and how the levels of leverage have changed based on changing market conditions.