Best CFA Institute Podcasts (2025)

1
Tamara Close, CFA: The Evolution of ESG Practices for Institutional Investors 30:10

10d ago30:10

30:10

Nicole Gehrig speaks with Tamara Close, CFA, Senior Director of ESG Advisory for the Petra Funds Group, about the ongoing evolution of sustainable finance and ESG (Environmental, Social, and Governance) practices within the institutional investment landscape. Tamara reflects on her career path, including her time at PSP Investments, and shares key …

1
Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty 45:58

15h ago45:58

45:58

Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program’s future. Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Socia…

1
Mid-Year Stock Market Outlook 46:16

1d ago46:16

46:16

Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales…

1
Trump's Tax Bill Could Raise Taxes on Foreign Companies 46:21

3d ago46:21

46:21

There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump’s tax bill that could impose steep new taxes on foreign investors. Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NU…

1
Rupal Bhansali: How One CIO Views the Risks in the Private Markets 14:35

3d ago14:35

14:35

Rupal Bhansali has had many CIO roles and has some issues with the current marketsBy CFA Society New York

1
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward 20:16

4d ago20:16

20:16

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central question—“What’s the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singapore…

1
Investors Eye Latin America for Wall Street Diversification 45:38

6d ago45:38

45:38

Investors are increasingly looking to Latin America for attractive yields and diversification because the region’s strong currencies and unique economic narratives present new opportunities outside the U.S. market. Today's Stocks & Topics: USB - U.S. Bancorp, Market Wrap, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Investors Eye Latin Am…

1
The Bull Case for Stocks Is Growing on Wall Street 46:08

7d ago46:08

46:08

There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks. Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundame…

1
Which US Stock Sectors Face the Greatest Risk from Tariffs? 45:53

8d ago45:53

45:53

Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage. Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market…

1
3 Tricky Decisions Every Retirement Plan Must Address 48:05

9d ago48:05

48:05

Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity. Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buy…

1
Drop in International Tourism Hits U.S. Economy and Local Jobs 45:52

10d ago45:52

45:52

Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S. Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Ec…

1
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation? 24:24

10d ago24:24

24:24

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choicesBy CFA Society New York

1
Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes 45:26

13d ago45:26

45:26

Facing rising prices, many Americans are scaling back or changing their summer travel and leisure plans to save money and avoid financial strain. Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, CUBE – Cube Smart, EXR - Extra Space Storage Inc., PSA - Public Storage, Current Bond Market, Some Americans Are Shifting their S…

1
What Homeowners Need to Know Before Borrowing Against Home Equity 45:31

14d ago45:31

45:31

Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value. Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Lar…

1
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

14d ago49:22

49:22

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, …

1
Aviation Takes Off Despite Global Economic Challenges 46:23

15d ago46:23

46:23

The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand. Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Go…

1
Aaron Filbeck, CFA: What's new at CAIA? 22:35

15d ago22:35

22:35

Arron Filbeck, CFA tells us what CAIA has planned for this yearBy CFA Society New York

1
Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials 46:39

16d ago46:39

46:39

A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to …

1
How Often Should You Switch Savings Accounts for 5% Yields? 46:18

17d ago46:18

46:18

Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table. Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - …

1
Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History 17:12

18d ago17:12

17:12

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution.…

1
More Economists Now Predict Home Prices Will Drop in 2025 46:37

20d ago46:37

46:37

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy In…

1
Japan Bond Yield Surge Raises Carry Trade Unwind Concerns 45:56

21d ago45:56

45:56

Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - Van…

1
3 Measures of Risk That Affect Your Portfolio 46:50

22d ago46:50

46:50

Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar Genera…

1
How to Retire with Little Savings 45:18

23d ago45:18

45:18

Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources …

1
Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets 22:26

23d ago22:26

22:26

Rohit Goel, CFA, shares where in the world he sees value among the volatilityBy CFA Society New York

1
Best of Caller Questions - Memorial Day 2025 46:54

24d ago46:54

46:54

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicia…

1
Institutional Crypto Adoption Depends on Solving Risk Management Challenges 46:59

27d ago46:59

46:59

The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets. Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adopt…

1
China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps 44:18

28d ago44:18

44:18

China’s fossil fuel production declined in April, but year-on-year output of natural gas, crude oil, and coal still rose— as the government prioritized supply security despite falling prices. Today's Stocks & Topics: MJ - Amplify Alternative Harvest ETF, Market Wrap, China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps, Real Esta…

1
Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money 46:02

29d ago46:02

46:02

Moody’s downgrade of the U.S. credit rating to Aa1 is expected to push up borrowing costs for consumers-impacting mortgage, auto loan, and credit card rates-while highlighting growing fiscal challenges for the nation. Today's Stocks & Topics: FRSH - Freshworks Inc. Cl A, Market Wrap, FRSH - Freshworks Inc. Cl A, DG - Dollar General Corp., Moody’s U…

1
Restart of Student Loan Repayments Could Squeeze Consumer Spending and Slow Economic Growth 42:50

30d ago42:50

42:50

The resumption of federal student loan payments is reducing consumers’ purchasing power, leading to tighter household budgets and potentially dampening economic growth due to lower consumer spending. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, TEVA - Teva Pharmaceutical Industries Ltd. ADR, UPS - United Parcel Service Inc…

1
Why Real Estate and Gold Aren’t Always the Best Long-Term Investments 46:29

1M ago46:29

46:29

While many Americans favor real estate and gold as top long-term investments, financial advisors explain why stocks typically offer higher returns and greater diversification. Today's Stocks & Topics: ORI - Old Republic International Corp., Market Wrap, Why Real Estate and Gold Aren’t Always the Best Long-Term Investments, ASPI - ASP Isotopes Inc.,…

1
Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now 18:44

1M ago18:44

18:44

Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.By CFA Society New York

1
Bond Market’s Power Grows as Rising Rates Loom 46:38

1M ago46:38

46:38

The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market’s Pow…

1
Best of Caller Questions 46:56

1M ago46:56

46:56

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Pan…

1
Andrew Ang: Value Investing and Portfolio Strategies 20:32

1M ago20:32

20:32

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing. From the severe value investing drawdown between 2018 and 2020 to the strategic comeback post-COVID vaccine announcements, Andrew unpacks lessons from …

1
What is Shareholder Yield? 45:39

1M ago45:39

45:39

When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks. Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Vola…

1
How Buffett Did It 46:20

1M ago46:20

46:20

The game strategy implemented by legendary investor Buffet has been far more complex than only making great stock picks and collecting insurance premiums. Today's Stocks & Topics: BAC - Bank of America Corp., How Buffett Did It, Market Wrap, LMB - Limbach Holdings Inc., PFE - Pfizer Inc., How to Measure the Health of a Dividend, Cash Flow, UNH - Un…

1
6 Ways to Use AI to Improve Your Financial Life 46:47

1M ago46:47

46:47

Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter. Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML H…

1
Steve Waygood: Building a Sustainable Financial System 37:40

1M ago37:40

37:40

Dr. Steve Waygood, Chief Sustainable Finance Advisor at Aviva Investors, shares insights from his 25-year journey in sustainable finance. He discusses the evolution from ethical investing to system-level stewardship, the under-pricing of climate risks in financial models, and the vital role of public policy in aligning markets with sustainability g…

1
Career Evolution & CFA Community: A Conversation with Ken D’Souza, CFA 15:03

1M ago15:03

15:03

CFA Society New York Board Chair Ken D’Souza, CFA, shares his path from engineer to quant leader, the role of community in career growth, and how CFA Society New York empowers professionals at every stage.By CFA Society New York

1
Will Mortgage Rates Drop in a Recession? 45:59

1M ago45:59

45:59

As recession fears grow, experts say mortgage rates may not fall as much as in past downturns, and there are several reasons. Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, Will Mortgage Rates Drop in a Recession, GHM - Graham Corp., GGG - Graco Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, GWW - W.W. G…

1
Why Your Emergency Fund Should Be $35,000 in 2025 47:09

1M ago47:09

47:09

Rising costs and economic uncertainty make financial preparedness more important than ever. Today's Stocks & Topics: JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, Market Wrap, AZO - AutoZone Inc., APP - AppLovin Corp., Why Your Emergency Fund Should Be $35,000 in 2025, VEMT - Vanguard USD Emerging Markets Government Bond UCITS ETF, CRWV - Co…

1
How Will Declining Immigration Impact the US Economy? 46:13

1M ago46:13

46:13

For starters, stricter immigration policies could significantly disrupt industries like agriculture and construction. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Market Wrap, HSTM - HealthStream Inc., How Will Declining Immigration Impact the US Economy? TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., EXR - Extra Space Storage I…

1
Americans Are Losing Billions to Sports Betting-At What Cost? 45:56

1M ago45:56

45:56

Since 2018, Americans have wagered nearly $450 billion but there's a dark side with gamblers experiencing increased debt, bankruptcies, and reduced savings. Today's Stocks & Topics: TGT - Target Corp., Oil, Market Wrap, JEPI - JPMorgan Equity Premium Income ETF, IIPR - Innovative Industrial Properties Inc., Social Security, BRY - Berry Corp., How t…

1
5 Estate Planning Tips for 2025 46:23

1M ago46:23

46:23

Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions. Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG…

1
Caroline Busby, CFA: One CFA Charterholder's Walk from College to Membership to Volunteering 13:27

2M ago13:27

13:27

Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New YorkBy CFA Society New York

1
Fewer Than Half of Americans Plan to Travel This Summer 46:49

2M ago46:49

46:49

A recent Bankrate survey reveals that the affordability factor has been cited by 65% of expected non-travelers-- and this group may be budgeting for 'staycations'. Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., XYZ - Block Inc., UBER - Uber Technologies Inc., Fewer Than Half of Americans Plan to Travel This Summer, KPP Newsletter, SS…

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