The Investors First Podcast
Episodes
Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
05 Mar 2026
Contributed by Lukas
We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is d...
Joe Davis, Vanguard – An Economist Crossing the T
06 Feb 2026
Contributed by Lukas
We are excited to welcome Joe Davis for this episode, currently Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group. Ma...
Rick Rieder, BlackRock – Rieder, Riting & Rithmetic
08 Jan 2026
Contributed by Lukas
To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income,...
Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90's
04 Dec 2025
Contributed by Lukas
Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging tech...
Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
06 Nov 2025
Contributed by Lukas
In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B...
Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas
02 Oct 2025
Contributed by Lukas
Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individu...
Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders
07 Aug 2025
Contributed by Lukas
Today's guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida....
Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy's Playbook
10 Jul 2025
Contributed by Lukas
Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (with...
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal
05 Jun 2025
Contributed by Lukas
Today's guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and...
Mike Thrasher, Modus - Family Office 101
10 Apr 2025
Contributed by Lukas
In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of singl...
Herb Greenberg – Red Flags
06 Mar 2025
Contributed by Lukas
For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb's career is incredible, with time as ...
John Bowman, CAIA Association – Alternative Investing in 2035
06 Feb 2025
Contributed by Lukas
For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can't say enough positive things about what John...
Tom Lee, Fundstrat – 2025 Market Outlook
02 Jan 2025
Contributed by Lukas
To kick off year six of the Investors First Podcast, today's guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Ad...
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
05 Dec 2024
Contributed by Lukas
Today's guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product inn...
Marlena Lee, PhD – Fama, Factors & Women in Finance
14 Nov 2024
Contributed by Lukas
Today's guest is Marlena Lee. Marlena is Dimensional Fund Advisor's (DFA) Global Head of Investment Solutions, leading a team focused on investme...
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
17 Oct 2024
Contributed by Lukas
Today's guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical inv...
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF's
05 Sep 2024
Contributed by Lukas
Today's guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head resea...
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
11 Jul 2024
Contributed by Lukas
In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights...
Ali Hamed – Contrarian Early-Stage Investing
06 Jun 2024
Contributed by Lukas
Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a backgroun...
Dr. Meir Statman – A Diversified Measure of Wealth
02 May 2024
Contributed by Lukas
Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Bei...
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
11 Apr 2024
Contributed by Lukas
Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms activ...
Vikram Mansharamani on Developments to Watch Over the Next Five Years
01 Feb 2024
Contributed by Lukas
Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportuni...
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
04 Jan 2024
Contributed by Lukas
Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we ...
Daffy's Adam Nash on Disrupting DAF's (Donor Advised Funds)
07 Dec 2023
Contributed by Lukas
Our guest today is Adam Nash, the co-founder & CEO of Daffy.org, a modern platform and community for charitable giving that allows you to sign up for ...
Aswath Damodaran: Unmasking ESG
02 Nov 2023
Contributed by Lukas
Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it led to him becoming an expert in val...
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
05 Oct 2023
Contributed by Lukas
Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a n...
Peter Atwater – Diversifying by Sentiment
14 Sep 2023
Contributed by Lukas
Our guest today is Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studie...
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan's Geopolitical Framework
24 Aug 2023
Contributed by Lukas
Our guest today is Orlando's own fantasy football expert, KC Joyner. KC used to work for ESPN and now runs his own website called The Football Scienti...
NewEdge Wealth's Cameron Dawson on the State of the Markets
03 Aug 2023
Contributed by Lukas
Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board...
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
13 Jul 2023
Contributed by Lukas
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for...
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
01 Jun 2023
Contributed by Lukas
In today's episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on...
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
04 May 2023
Contributed by Lukas
Today we host Jan van Eck for the second time on the Investors First Podcast. Jan is the CEO of VanEck, a global asset manager with over $57 billion i...
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
06 Apr 2023
Contributed by Lukas
Our guest today are Rick Bookstaber and Govinda Quish, co-founders at Fabric Risk, which provides factor-based risk management applications for invest...
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
02 Feb 2023
Contributed by Lukas
Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint. I...
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
05 Jan 2023
Contributed by Lukas
Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion. Jeffrey oversees and administers DoubleLine's Investm...
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
29 Nov 2022
Contributed by Lukas
Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmak...
David Berns & Mike Taylor, Simplify: Finance for a Cure
03 Nov 2022
Contributed by Lukas
Our guests today are David Berns & Mike Taylor. David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused o...
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
06 Oct 2022
Contributed by Lukas
Dr. Snaith is the Director of the University of Central Florida's Institute for Economic Forecasting and a nationally recognized economist in the fie...
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
22 Sep 2022
Contributed by Lukas
Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to ...
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
22 Sep 2022
Contributed by Lukas
Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to ...
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
08 Sep 2022
Contributed by Lukas
Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the pa...
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
18 Aug 2022
Contributed by Lukas
Our guest today is KC Joyner, a fantasy football guru and pioneer of the football analytics revolution, featured on ESPN and The Athletic. He is Found...
Ranji Nagaswami, SVP Global: A Primer on Private Credit
14 Jul 2022
Contributed by Lukas
Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVP Global. Headquartered in Greenwich, CT. SVP is a globa...
Samir Vasavada, Vise: Automating Wealth Management
02 Jun 2022
Contributed by Lukas
Our guest today is Samir Vasavada, co-founder & CEO of Vise. Samir came up with the idea for Vise when him and Runik Mehrotra (fellow co-founder) were...
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
05 May 2022
Contributed by Lukas
Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment g...
Chris Arnade: Dignity: Seeking Respect in Back Row America
21 Apr 2022
Contributed by Lukas
Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first ...
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
07 Apr 2022
Contributed by Lukas
Our guest today is Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment ad...
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
24 Mar 2022
Contributed by Lukas
Our guest today is Roger Urwin, Global Head of Investment Content with Willis Towers Watson. Roger joined Watson Wyatt in 1989 to start the firm's inv...
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
03 Mar 2022
Contributed by Lukas
Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advi...
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
03 Feb 2022
Contributed by Lukas
Our guest today is Ben Savage. Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group's private market activities. ...
Jason Zweig, The Wall Street Journal: Traders vs. Investors, "Conflict-Free" Advice & Investing Heroes
13 Jan 2022
Contributed by Lukas
Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jas...
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers
16 Dec 2021
Contributed by Lukas
Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is ...
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing
02 Dec 2021
Contributed by Lukas
Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew's applicat...
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment
04 Nov 2021
Contributed by Lukas
Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds ca...
Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry
07 Oct 2021
Contributed by Lukas
Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the ...
Cliff Asness, AQR: Fama, Quant & Captain America
09 Sep 2021
Contributed by Lukas
Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on fina...
Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise
19 Aug 2021
Contributed by Lukas
Our guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Part...
Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices
05 Aug 2021
Contributed by Lukas
Gerard O'Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and has been with Dimensional since ...
Jerry Parker, Chesapeake Capital: Tampa's Turtle Trader
01 Jul 2021
Contributed by Lukas
Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start ...
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing
22 Apr 2021
Contributed by Lukas
Our guest today is Dr. Vincent Milhau, who is a Research Director of the EDHEC-Risk Institute. Vincent is in charge of several research projects at t...
Bill Brewster, CFA: Value, Robinhood and #FinTwit
01 Apr 2021
Contributed by Lukas
Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a c...
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
18 Mar 2021
Contributed by Lukas
Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today's episode, we begin with Mike's back...
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered
04 Mar 2021
Contributed by Lukas
Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-E...
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary
18 Feb 2021
Contributed by Lukas
Our guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of f...
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator
04 Feb 2021
Contributed by Lukas
Our guest today is Dr. Campbell R. Harvey, who for the past 35 years has served as Professor of Finance at Duke University. Professor Harvey has also ...
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL
21 Jan 2021
Contributed by Lukas
Our guest today is Dr. Gio Valiante, Sports Psychologist and Performance Coach to professional athletes and investors. Gio has a fascinating backgro...
Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow
07 Jan 2021
Contributed by Lukas
Our guest today is Meb Faber, Founder & Chief Investment Officer at Cambria Investment Management. He also hosts one of the top investment podcasts ca...
Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
12 Nov 2020
Contributed by Lukas
Our guest today is Marko Papic, Partner and Chief Strategist of Clocktower Group, an alternative investment management firm based in California. In 20...
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
29 Oct 2020
Contributed by Lukas
Our guest today is Adam Davidson, the CEO of the podcast company Three Uncanny Four and author of The Passion Economy: The New Rules for Thriving in t...
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
22 Oct 2020
Contributed by Lukas
Our guest today is University of Florida Professor Jay Ritter, who is known as "Mr. IPO" for his work on initial public offerings. He received his BA,...
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
15 Oct 2020
Contributed by Lukas
Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. H...
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
12 Oct 2020
Contributed by Lukas
Our guest today is Annie Duke, who was previously one of the best poker players in the world and is now a renowned public speaker and best-selling aut...
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
08 Oct 2020
Contributed by Lukas
Our guest today is Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management, which manages close to $2 billion. He is ...
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
01 Oct 2020
Contributed by Lukas
Our guest today is Morgan Housel, Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the b...
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
24 Sep 2020
Contributed by Lukas
Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializ...
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
17 Sep 2020
Contributed by Lukas
Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors. The majority o...
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
10 Sep 2020
Contributed by Lukas
Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance...
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
03 Sep 2020
Contributed by Lukas
If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed M...
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
27 Aug 2020
Contributed by Lukas
Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institut...
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
20 Aug 2020
Contributed by Lukas
Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, includi...
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
13 Aug 2020
Contributed by Lukas
Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida. In this episode, ...
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell's BBQ, and Ponzi Schemes
06 Aug 2020
Contributed by Lukas
Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloom...
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
30 Jul 2020
Contributed by Lukas
Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including Fed Watching for Fun & Profit: A Pr...
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
23 Jul 2020
Contributed by Lukas
Our guest today is Mike Pyle, CFA. Mike is the Global Chief Investment Strategist for BlackRock, the world's largest asset manager. Prior to joining B...
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
16 Jul 2020
Contributed by Lukas
Our guest today is Dr. Chris Pierson, founder and CEO of BlackCloak, a Concierge Cybersecurity protection suite for high net-worth individuals and cor...
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
09 Jul 2020
Contributed by Lukas
Our guest today is Dr. Vikram Mansharamani, who is currently a lecturer at Harvard University. In addition to teaching, he also advises several Fortun...
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
25 Jun 2020
Contributed by Lukas
Our guest today is Dr. Raphael Bostic, the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year ...
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
18 Jun 2020
Contributed by Lukas
Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager. He joined Invesco from Franklin Resources, Inc., where he was presiden...
Rob Forsyth and Frank Garcia, CFA: ETF's and Their Role in Markets During Uncertain Times
11 Jun 2020
Contributed by Lukas
Our guest today is Rob Forsyth, Head of SPDR America's ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Deriva...
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
04 Jun 2020
Contributed by Lukas
As many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partners...
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
28 May 2020
Contributed by Lukas
Our guest today is Ben Harrison, who will be named as the head of BNY Mellon's Pershing registered investment advisor (RIA) custody business, succeedi...
Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA
21 May 2020
Contributed by Lukas
Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in...
Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta
14 May 2020
Contributed by Lukas
This episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric's firmwide strategy and organizational develop...
Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share
07 May 2020
Contributed by Lukas
This is Part II of our episode with Barry Ritholtz. If you haven't listened to Part I, hit pause and listen to that first. This episode features Barry...
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation
30 Apr 2020
Contributed by Lukas
This is Part I of a two-part episode; check back for Part II. This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer...
Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery
23 Apr 2020
Contributed by Lukas
This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. In 1999, Liz Ann joined U.S. Trust—which was acquired by Sch...
Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer
16 Apr 2020
Contributed by Lukas
This episode features Jan van Eck, CEO and Director of Van Eck Associates, which manages more than $50 billion. He originally joined the family firm i...
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy
09 Apr 2020
Contributed by Lukas
Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management....
Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again
02 Apr 2020
Contributed by Lukas
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 year...
Peter Zeihan and Steve Curley - COVID-19: New World Disorder
26 Mar 2020
Contributed by Lukas
Our guest today is Peter Zeihan (@PeterZeihan), a geopolitical expert. He launched his own firm, Zeihan on Geopolitics, in 2012 in order to speciali...