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CFA Institute Take 15 Podcast Series

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CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.

CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.
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CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.




Applying Behavioral Finance to the Investment Process

In episode #381,Clare Flynn Levy, founder of Essentia Analytics, discusses why solely focusing on performance misses an important point; how top managers are competing for survival of the fittest and why others are missing a trick; and how to mitigate behavioral bias in your own investment process.


Reinventing Capitalism in the Age of Big Data

In episode #380, Viktor Mayer-Schönberger discusses why he believes that data isn’t just the new oil, but an even more important commodity. He believes that it not only greatly enhances markets, but also reshapes the economy. Last, he discusses data’s new role and how he believes it has profound implications for the financial services sector and for finance capitalism more generally. The biggest challenge for the data economy is structural, and competition rules are ill suited to address...


AI and Traditional Investment Analysis

In Episode #379, Malcolm White, CFA, discusses the benefits and limitations of artificial intelligence (AI) in active investment management. Subjects include whether AI should be feared or embraced by investment professionals; things AI is good and bad at doing; neural networks; and how to avoid programming bias into algorithms.


The New World (Dis)Order

In Episode #378, Peter Zeihan discusses major geopolitics trends occurring currently, as well as the importance of geopolitics for financial professionals. Specifically: 1. The more than two decades breakdown in the world order, including the United States returning to isolationism and indifference about what happens in the rest of the world. 2. What reality that is worse that the Global Financial Crisis that is just around the corner? 3. Why finance pros should pay greater attention...


Bringing Your Best Brain

In Episode #377, Pete Ronayne offers practical insights on how professionals in demanding environments can optimize performance by focusing on keeping their brain refreshed and renewed.


Investment Decision Making in an AI World

In Episode #376, we cover cover some of the basic terminologies and then chart a map of the AI-driven landscape. From small data to big data, from desktops to the cloud, and from simplistic programming to machine learning, the world has been moving at a rapid pace.


Psychology and the Good Life

In Episode #375, Professor Laurie Santos developed and taught Yale University's most popular course ever in which she introduced the science of happiness. Building on that experience, Dr. Santos appeared at the 72nd CFA Institute Annual Conference to help professionals in our demanding, dynamic profession learn what science teaches us about being happier at work—and in all facets of our lives.


Investment Decision Making for the Emerging Markets Investor

In Episode #374, we discuss how emerging markets have been the place where the action is and the future will be. How near is the future for emerging markets? Does investing in emerging markets translate into a superior risk-adjusted performance?


Interview: Leadership Insights with Sartaj Garewal

In Episode #373, recorded at the 72nd CFA Institute Annual Conference in London, Sartaj Garewal, an actor and coach, discusses innate and acquired traits of good leaders. Having started his career as a financial analyst before moving into acting, he uses his unique background to offer useful tips on leadership development as well as practical advice on commonly encountered workplace anxieties, such as dealing with stage fright.


Crashed: Looking Back on a Decade of Financial Crises

In Episode #372, recorded at the 72nd CFA Institute Annual Conference in London, Adam Tooze, a professor of history and director of the European Institute at Columbia University, discusses his most recent book, Crashed: How a Decade of Financial Crises Changed the World. Crashed has been described as “an eye-opening reinterpretation of the 2008 financial crisis and its aftermath, leading to the political shock waves you are feeling in the world today." In this short conversation, Professor...


ESG Investing: Into the Mainstream

In Episode #371, recorded at the 72nd CFA Institute Conference in London, Amanda Young discusses a wide range of general ESG topics including "are oil companies bad but wind farm companies good?" and "who/what are the drivers pushing ESG into the mainstream?" The answer to the first question is that it is not that simple (!), whereas the second question considers large vs. small companies, the demand from retail investors, and effecting change through engagement.


Mind over Matter: Staying Organized in the Age of Information Overload

In Episode #370, recorded at the 72nd CFA Institute Annual Conference in London, Daniel J. Levitin, an award-winning scientist, musician, writer, and record producer, discusses his book, The Organized Mind: Thinking Straight in the Age of Overload, why multi-tasking is a myth, how music affects the brain, and much more.


Leadership: How to Enhance Your Presence, Power, and Influence

In Episode #369, recorded at the 72nd CFA Institute Annual Conference in London, Connson Locke, senior lecturer in practice in the department of management at the London School of Economics, talks about the what the underlying question in the leadership research has been: Are leaders born or made? Moreover, what makes a great leader? What are some tips for developing presence and influence as a leader?


Tips and strategies to achieve communication excellence

In Episode #368, we highlight some of the key attributes and tricks of the trade required to ensure you sell your self effectively in business meetings. We all know the importance of first impressions but what does LWAR stand for and what are the 3Cs and how do they lead to communication excellence. In this interview all is explained.


The Behavioral Investor: Where the Mind Meets the Markets

In Episode #367, Psychologist and behavioral finance expert Dr. Daniel Crosby helps unlock investor behavior by explaining the four primary psychological tendencies that affect investment decision making and discussing how advisers can build rules-based behavioral portfolios for their clients.


How to Shape a Life of Money and Meaning

In Episode #366, Brian Portnoy, CFA, explains wealth is "funded contentment." It is the ability to underwrite a meaningful life however one chooses to define that. Being rich is having "more." In this episode, Dr. Portnoy discusses his latest book, The Geometry of Wealth, explains what drives a more meaningful life, and shares how financial advisers should be coaches who can help their clients underwrite a life of meaning.


Wisdom of Finance

In Episode #366, Professor Mihir Desai talks about his book "The Wisdom of Finance - discovering humanity in a world of risk and return."


Incorporating Geopolitical Analysis into Your Investment Process

In Episode #365, we take a brief look at the US-China trade wars, to elections in India, and the ongoing Brexit debate. Never has there been a time when markets seem so closely connected with so many large-impact events unwinding.


Decision Making under Uncertainty – Less Is More

In Episode #364, we walk about the difference between risk and uncertainty, and what implication does this difference have for decision making? This distinction is important in finance where pricing and investment decisions often use complex models that use assumed distribution to encapsulate risk. In reality, however, it can be argued that the future is inherently one of uncertainty and cannot be captured via a probability distribution and that a heuristic approach to decision making might...


Why Investors Must Understand and Manage Chronic Stress

In Episode #363, Mithu Storoni, an eye surgeon who holds a PhD in Neuro-ophthalmology and author of the book "Stress-Proof", explains that chronic stress is changing the structure of the brain, thinning the part that carries the seat of sophisticated decision making and this is a problem for investors today because we have to compete with artificial intelligence (AI).