Enterprising Investor

Eddie Perkin, CFA: How to Outthink Investment Biases

Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter

Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet?

As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfo

Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?

If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor

Kwame Christian: Finding Confidence in Conflict Through Better Negotiation

Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Ne

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 Investor, and Matt Ankrum, CFA,

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-host of the Animal Spirits podcas

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 disruptions to shifting trade

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, speaks with returning guest, Mark

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, joins guest host Cathy Scott to e

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, "The Only Other Spending Rule

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 Towers Watson, describes how

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 allocation amid faster regime

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 The Manager Method: Practical St

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 of AI in finance, including f

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 science can offer a richer len

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 behind his book The Missing Bi

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 financial models often fail to

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 Index 2025. She explains how 52

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 editor of the Enterprising Inve

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 risk premium and asset alloca