Financial Thought Exchange Podcast

Exponential Wealth: Centuries of Stock and Bond Returns with Ibbotson and Siegel (Part 1)

Roger G. Ibbotson, PhD, and Laurence B. Siegel join Lotta Moberg, PhD, CFA, to discuss Exponential Wealth: Centuries of Stock and Bond Returns, a forthcoming CFA Institut

Index Construction and Fundamental Indexing with Rob Arnott

Rob Arnott joins Lotta Moberg, PhD, CFA, to continue their conversation on indexing, focusing on how index construction decisions shape outcomes for investors. Arnott exa

The Active Side of Indexing with Rob Arnott

Rob Arnott joins Lotta Moberg, PhD, CFA, to discuss the ideas behind The Active Side of Indexing and challenge common assumptions about passive investing. Arnott explains

Quantitative Investing with Petter Kolm, PhD, and Gordon Ritter, PhD

Petter Kolm, PhD, and Gordon Ritter, PhD, join Lotta Moberg, PhD, CFA, to continue their discussion on quantitative investing, focusing on model design, implementation, a

Risk, Models, and Financial Decision‑Making with Petter Kolm, PhD and Gordon Ritter, PhD

Petter Kolm, PhD and Gordon Ritter, PhD, join Lotta Moberg, PhD, for a conversation on quantitative models, risk, and financial decision‑making. The discussion examines h

Infrastructure Debt with Clements, Ricciardelli, Beckman and Le Bret

Philip Clements, CFA, Alfonso Ricciardelli, CFA, Matthieu LeBret and Simon Beckman join Will Goodhart (CFA Institute Research Foundation Board of Trustees), to discuss th

Designing Pension Systems for Emerging Markets with Seda Peksevim, PhD

Laurence B. Siegel hosts a conversation with Seda Peksevim, PhD, Founder & Managing Director of Pensión Research & Consulting and Lecturer at Sabancı University, on how p

Hedge Funds Explained: Risk, Returns & Due Diligence with Stephen J. Brown, PhD

In this episode of the Financial Thought Exchange, Lotta Moberg, CFA, PhD, speaks with Stephen J. Brown, PhD, Emeritus Professor of Finance at Monash University in Austra

How LLMs Transform Investment Workflows: Fine-Tuning, RAG & Agents with Francesco Fabozzi

In Part 2, Francesco Fabozzi, PhD—Managing Editor of the Journal of Financial Data Science—joins host Lotta Moberg, CFA, PhD, to explore how modern NLP and large language

How NLP Evolved: From Word Counts to Transformers with Francesco Fabozzi, PhD

Francesco Fabozzi, PhD, Managing Editor of the Journal of Financial Data Science, joins Lotta Moberg, CFA, PhD to unpack how natural language processing matured into the

Future Quantum Finance Applications & Risks with Oswaldo Zapata, PhD

In the concluding episode, Lotta Moberg, CFA, PhD and Oswaldo Zapata, PhD look toward the future of quantum computing in finance. They discuss potential high‑value applic

Quantum Computing Challenges in Finance with Oswaldo Zapata, PhD

Part 2 explores the technical hurdles shaping quantum computing's readiness for financial applications. Oswaldo Zapata, PhD and host Lotta Moberg, CFA, PhD discuss qubit

Quantum Computing Basics for Finance with Oswaldo Zapata, PhD

In Part 1 of this three-part interview, host Lotta Moberg, CFA, PhD, speaks with Oswaldo Zapata, PhD, co‑founder of the Quantum Finance Boardroom and contributor to the C

Causality in Factor Investing: Marcos López de Prado, PhD & Vincent Zoonekynd, PhD

Marcos López de Prado, PhD and Vincent Zoonekynd, PhD, of Abu Dhabi Investment Authority discuss their Research Foundation brief, Causality and Factor Investing: A Primer

Dr. William J. Bernstein on Economic Growth, Passive Investing & Retirement Realities

Larry Siegel speaks with Dr. William J. Bernstein—author, neurologist, and investment thinker—about the pillars of prosperity: property rights, scientific rationalism, ca

De-risking Global Pension Systems with David Knox, PhD

In this episode of the Financial Thought Exchange podcast, host Lotta Moberg, CFA, PhD, speaks with David Knox, PhD, former senior partner at Mercer and author of the Res

Leadership, Storytelling & Investing: Insights from Sébastien Page, CFA

Sébastien Page, CFA, Head of Global Multi-Asset and CIO at T. Rowe Price, joins the FTE Podcast to explore the intersection of leadership psychology and investment strate

Custom Indexing, Tax Efficiency & Factor Investing with Ehren Stanhope, CFA

Ehren Stanhope, CFA of O'Shaughnessy Asset Management explains how custom indexing builds on direct indexing by integrating tax loss harvesting, ESG preferences, and quan

Marlena Lee on Factor Investing, Market Insights, and Smarter Diversification

Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors, explains how her team bridges investment research with client needs through systematic, evi

Decoding Investor Behavior and Avoiding Mistakes with Peter Lazaroff

Welcome to the Financial Thought Exchange, where we bring you insights from the brightest minds in finance! In this episode, recorded live from the CFA Institute Annual C