94 Episodo

  1. Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    Publicado: 22/10/2020

  2. Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime

    Publicado: 15/10/2020

  3. Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide

    Publicado: 12/10/2020

  4. Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto

    Publicado: 8/10/2020

  5. Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man

    Publicado: 1/10/2020

  6. John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO

    Publicado: 24/9/2020

  7. Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential

    Publicado: 17/9/2020

  8. Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness

    Publicado: 10/9/2020

  9. Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language

    Publicado: 3/9/2020

  10. Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing

    Publicado: 27/8/2020

  11. Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions

    Publicado: 20/8/2020

  12. Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

    Publicado: 13/8/2020

  13. Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes

    Publicado: 6/8/2020

  14. Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?

    Publicado: 30/7/2020

  15. Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience

    Publicado: 23/7/2020

  16. Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals

    Publicado: 16/7/2020

  17. Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts

    Publicado: 9/7/2020

  18. Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility

    Publicado: 25/6/2020

  19. Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton

    Publicado: 18/6/2020

  20. Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

    Publicado: 11/6/2020

4 / 5

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.

Visit the podcast's native language site