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The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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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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Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
13:43
13:43
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13:43
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in sup…
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Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
24:58
24:58
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24:58
What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market …
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Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
20:16
20:16
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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…
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Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
17:12
17:12
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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.…
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Andrew Ang: Value Investing and Portfolio Strategies
20:32
20:32
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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 …
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Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
25:38
25:38
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25:38
Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs…
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Dan Boston: Volatility, Valuation, and the International Opportunity Set
32:37
32:37
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32:37
Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explor…
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Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications
27:51
27:51
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27:51
Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the under-the-radar signs of a recession to the shifting credit landscape, Danielle unpacks why traditional metrics may be missing the mark—and what investors sh…
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The ETF Investor - Episode 65 - How to Invest in Gold Miners using ETFs
41:46
41:46
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You can trade your view on the gold price with physically-backed gold ETFs, but what about gold miners, gold mining companies? What are the options available to ETF investors? The Satrix RESI ETF, tracking the FTSE/JSE Capped RESI10 Index offers an intriguing opportunity.
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Peter Zeihan: America’s Evolving Geopolitical Landscape
24:01
24:01
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24:01
Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of the US in international trade, the economic impact of demographic shifts, and how America's political landscape is reshaping its strategy on the world stage. Peter unpacks t…
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The ETF Investor - Episode 64 - The Investment Case for Physical Gold
33:19
33:19
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33:19
After a strong performance in 2024, the demand for gold has accelerated year-to-date, breaking records along the way, and flirting with the $3,000/oz level. What is driving this demand? As an investor in a gold ETF, where is my gold held? And how is its value determined?
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Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor
47:04
47:04
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47:04
Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast’s Peter Lazaroff, CFA, for a lively and thought-provoking conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gle…
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Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process
24:06
24:06
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24:06
Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report, “Creating Value from Big Data in the Investment Management Process: A Workflow Analysis.” Cheryll-Ann shares insights from her research, which involved a comprehensive survey and interviews with inve…
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The ETF Investor - Episode 63 – A Review of 2024, to Help us get Ready for 2025
1:00:04
1:00:04
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1:00:04
2024 has been a stellar year for the ETP industry in South Africa. What stood out for us at ETFSA? Leading into another year of Trump, will it be a bump, or a dump? As ETF investors, we take insights from the past as we strive to thrive in 2025.
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Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency
32:59
32:59
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32:59
In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," …
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The ETF Investor - Episode 62 - Do AMETFs make Investing Easy or More Complex?
1:07:13
1:07:13
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1:07:13
EasyETFs, new kid on the block as an ETF issuer, have joined the growing list of actively-managed ETFs on the JSE, but does this make things more complex, or “Easy” for investors? We also revisit its roots in Cloud Atlas and the closure of that chapter.
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The ETF Investor - Episode 61 - Bridging the CIS-ETF Divide
1:05:44
1:05:44
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When one of the largest active fund managers in South Africa join the ETF industry, people take notice, and others ask questions. What’s behind the Coronation strategy, and what’s inside their range of AMETFs?
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Amanda Voegeli, CFA: Insights from Canadian Pension Plans
26:36
26:36
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26:36
Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The conversation dives into the competitive challenges these plans face in attracting and retaining talent compared to private finance giants such as Blackstone and Goldman Sach…
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Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems
29:16
29:16
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29:16
In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in providing investment advice and leading long-term savi…
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Clare Flynn Levy: Measuring Decision-Making Skill in Investing
25:41
25:41
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25:41
Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the behavioral alpha score and its significance in the p…
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Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
26:03
26:03
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26:03
Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks …
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Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down Russia." The book offers an in-depth analysis of the West's response to Russia's full-scale invasion in February 2022. Stephanie shares insights from her extensive reporting and how her experiences i…
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Drew Estes, CFA: Investing through an Evolutionary Lens
25:10
25:10
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25:10
Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies. He shares his disillusionment with traditional economic theories, particularly equilibrium theory, and ad…
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Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies
28:23
28:23
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28:23
Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights in…
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The ETF Investor - Episode 60 - Actively Managing a Balanced Fund, a Foundational Investment Solution
48:27
48:27
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48:27
Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investmen…
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Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into hi…
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The ETF Investor - Episode 59 – Actively Managing Global Property Investments
40:23
40:23
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40:23
With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF inve…
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Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also tou…
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The ETF Investor - Episode 58 - Actively Managing Factor and Style Investments
49:56
49:56
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Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.
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