Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks
What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can In...
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Guiding Assets
Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding A...
Guiding Assets Podcast Guide
Listen to Guiding Assets, a Business podcast by CFA Institute. Stream 559 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing
In this episode of Enterprising Investor , Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-ho...
Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy
Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market...
Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, spea...
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joi...
Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "...
Roger Urwin: What a Total Portfolio Approach Looks Like in Practice
What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis T...
Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset...
Ashley Herd: Why Better Managers Drive Better Business Results
Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of Th...
Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance
Anna Martirosyan, strategy and transactions manager at EY Parthenon, speaks with guest host Lotta Moberg, CFA, about the ethical foundations...
Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity...
Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas...
Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior
Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional...
Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems
Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension I...
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
In this episode of Enterprising Investor , Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and...
Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing
Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity...
Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Hon...
Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—c...
Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CE...
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
What's driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice Pr...