94 Épisodes

  1. Herb Greenberg – Red Flags

    Publié: 06/03/2025

  2. John Bowman, CAIA Association – Alternative Investing in 2035

    Publié: 06/02/2025

  3. Tom Lee, Fundstrat – 2025 Market Outlook

    Publié: 02/01/2025

  4. Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns

    Publié: 05/12/2024

  5. Marlena Lee, PhD – Fama, Factors & Women in Finance

    Publié: 14/11/2024

  6. Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

    Publié: 17/10/2024

  7. Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s

    Publié: 05/09/2024

  8. Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill

    Publié: 11/07/2024

  9. Ali Hamed – Contrarian Early-Stage Investing

    Publié: 06/06/2024

  10. Dr. Meir Statman – A Diversified Measure of Wealth

    Publié: 02/05/2024

  11. Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC

    Publié: 11/04/2024

  12. Vikram Mansharamani on Developments to Watch Over the Next Five Years

    Publié: 01/02/2024

  13. Howard Marks - Investing During a Regime Change from CFA Charter #3,700

    Publié: 04/01/2024

  14. Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)

    Publié: 07/12/2023

  15. Aswath Damodaran: Unmasking ESG

    Publié: 02/11/2023

  16. Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

    Publié: 05/10/2023

  17. Peter Atwater – Diversifying by Sentiment

    Publié: 14/09/2023

  18. KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework

    Publié: 24/08/2023

  19. NewEdge Wealth’s Cameron Dawson on the State of the Markets

    Publié: 03/08/2023

  20. David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer

    Publié: 13/07/2023

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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.

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