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CFA Institute
Enterprising Investor
Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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Ratings & Reviews
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4.4 stars from 135 ratings
Great content
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“Found this show recently. Some really top flight guests and solid content. Highly recommended!”
JoanieUSA via Apple Podcasts ·
United States of America ·
06/25/23
Great podcast
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“Love the content. Keep up the good work!”
Machellek18 via Apple Podcasts ·
United States of America ·
01/01/23
Episodes run too long
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“In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!”
JSaul1 via Apple Podcasts ·
United States of America ·
07/07/22
Recent Episodes
In this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades,...
Published 05/01/24
Published 05/01/24
This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral...
Published 04/15/24
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