94 Epizód

  1. Herb Greenberg – Red Flags

    Közzétéve: 2025. 03. 06.

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

    Közzétéve: 2025. 02. 06.

  3. Tom Lee, Fundstrat – 2025 Market Outlook

    Közzétéve: 2025. 01. 02.

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

    Közzétéve: 2024. 12. 05.

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

    Közzétéve: 2024. 11. 14.

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

    Közzétéve: 2024. 10. 17.

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

    Közzétéve: 2024. 09. 05.

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

    Közzétéve: 2024. 07. 11.

  9. Ali Hamed – Contrarian Early-Stage Investing

    Közzétéve: 2024. 06. 06.

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

    Közzétéve: 2024. 05. 02.

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

    Közzétéve: 2024. 04. 11.

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

    Közzétéve: 2024. 02. 01.

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

    Közzétéve: 2024. 01. 04.

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

    Közzétéve: 2023. 12. 07.

  15. Aswath Damodaran: Unmasking ESG

    Közzétéve: 2023. 11. 02.

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

    Közzétéve: 2023. 10. 05.

  17. Peter Atwater – Diversifying by Sentiment

    Közzétéve: 2023. 09. 14.

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

    Közzétéve: 2023. 08. 24.

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

    Közzétéve: 2023. 08. 03.

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

    Közzétéve: 2023. 07. 13.

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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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