Best CFA Institute Podcasts (2025)

1
Understanding Behavioral Finance: How Psychology Shapes Financial Decisions 46:08

16h ago46:08

46:08

Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market…

1
7 Things You May Not Know About Reinvesting Dividends 45:56

1d ago45:56

45:56

It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen…

1
Seven Financial Considerations When Downsizing for Retirement 47:19

3d ago47:19

47:19

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more. Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS -…

1
6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop) 46:19

6d ago46:19

46:19

Many taxpayers unknowingly pay more than they owe, with big tax refunds, incorrect filing status, missed deductions, and poor withholding adjustments. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, MSTR - MicroStrategy Inc., 6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop), ZIM - ZIM Integrated Shipping Services Lt…

1
How Investors Compare Companies to Find True Value 46:26

7d ago46:26

46:26

A relative valuation model is a financial tool that helps investors assess a company’s worth by providing a clearer picture of whether a stock may be fairly priced within its industry. Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sect…

1
U.S. Housing Market Flashes Warning Signs for the Economy 46:20

8d ago46:20

46:20

High mortgage rates and declining home sales are raising concerns about a potential housing market drag on the broader U.S. economy. Today's Stocks & Topics: BRC - Brady Corp. Cl A, Market Wrap, Taxes and ETFs, U.S. Housing Market Flashes Warning Signs for the Economy, FINV - FinVolution Group ADR, KINS - Kingstone Cos. Inc., Earnings, Home Prices,…

1
Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making 31:55

8d ago31:55

31:55

Livio Stracca, Phd joins host Deborah Kidd, CFA, to introduce the innovative NGFS Short-Term Climate Scenarios. This groundbreaking tool is the first publicly available global resource designed to assess climate-related macroeconomic and sector risks over a five-year horizon for specific regions and industries. The scenarios demonstrate how extreme…

1
Stablecoins: The Game-Changer Reshaping Cryptocurrency Stability 46:41

9d ago46:41

46:41

Stablecoins, digital currencies pegged to assets like the US dollar, are revolutionizing the crypto landscape by offering the stability and reliability that traditional cryptocurrencies often lack. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, RL - Ralph Lauren Corp. Cl A, Stablecoins: The Game-Changer Reshaping Cryptocurrency Sta…

1
Budgeting Methods to Suit Every Lifestyle 46:20

10d ago46:20

46:20

You can confidently manage your finances and reach your savings goals in a way that fits your unique financial situation, if you implement various popular budgeting methods. Today's Stocks & Topics: GLOB - Globant S.A., UPS - United Parcel Service Inc. Cl B, Market Wrap, Budgeting Methods to Suit Every Lifestyle, Is the Stock Market Manipulated?, E…

1
The 3 Biggest Misconceptions About Dividend Stocks 46:31

13d ago46:31

46:31

Many investors believe dividend stocks are always safe and reliable, but there are key misconceptions that can lead to poor investment choices-- if not carefully examined. Today's Stocks & Topics: LEU - Centrus Energy Corp. (ASE), CHKP - Check Point Software Technologies Ltd. (NAS), TLN - Talen Energy Corp. (NAS), FUTU - Futu Holdings Ltd. ADR (NAS…

1
What Is Coast FIRE? 46:44

14d ago46:44

46:44

Coast FIRE is a strategy where you save and invest enough early in life so that your retirement nest egg can grow on its own through compounding, allowing you to stop making new retirement contributions. Today's Stocks & Topics: GPN - Global Payments Inc. (NYS), BRKB - Berkshire Hathaway Inc. Cl B (NYS), AKAM - Akamai Technologies Inc. (NAS), PANW …

1
Why Stock Investors Should Take a Closer Look at REITs 46:40

15d ago46:40

46:40

With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields. Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Mye…

1
Understanding the Differences Between Good Debt and Bad Debt 46:34

16d ago46:34

46:34

Long-term financial growth can be supported by good debt, while bad debt typically carries high costs and offers limited financial benefits. Today's Stocks & Topics: FPI - Farmland Partners Inc. (NYS), DASH - DoorDash Inc. (NAS), OPRA - Opera Ltd. ADR (NAS), CASY - Casey's General Stores Inc. (NAS), questions from our YouTube channel viewers: CAL -…

1
Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group 53:44

16d ago53:44

53:44

Listen to Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

1
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025 24:58

16d ago24:58

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 …

1
Trump Threatens 25% Tariff on Apple iPhones Not Made in the U.S. 46:31

17d ago46:31

46:31

In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices. Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel…

1
Why 2025 Is a Pivotal Year for America's Budget 46:34

20d ago46:34

46:34

The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025. Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), …

1
Gen X Can't Count on the Great Wealth Transfer for Retirement 46:31

21d ago46:31

46:31

Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning. Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental Internati…

1
How to Invest in Nuclear Energy’s Biggest Revival in Decades 46:38

22d ago46:38

46:38

Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO - Cavco Industries Inc. (NAS), a listener question about corporate bo…

1
Does the Big, Beautiful Bill Eliminate Taxes on Social Security? 45:24

23d ago45:24

45:24

President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely. Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTub…

1
Episode 325: Makin It - Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners 54:00

23d ago54:00

54:00

Listen to Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners

1
Episode 324: Makin It - Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners 54:00

23d ago54:00

54:00

Listen to Aira and Craig Harris, Gaviota Coast Farmers and Conservation Partners

1
Episode 323: Christy Stillwell, M.A. Psychology, Founder and CEO of What is Love 54:00

23d ago54:00

54:00

Listen to Christy Stillwell, M.A. Psychology, Founder and CEO of What is Love

1
Will Tariffs Raise Home Prices? 45:16

24d ago45:16

45:16

The newly enacted 50% tariffs on imported steel and aluminum are raising construction costs for builders, which are likely to be passed on to homebuyers-- thereby worsening affordability. Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., Market Wrap, IQV - IQVIA Holdings Inc., REZ - iShares Residential & Multisector Real Estate ETF, Will Tariff…

1
Friday 4th of July Show - Best of Caller Questions 46:55

27d ago46:55

46:55

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: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…

1
US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You 45:29

28d ago45:29

45:29

Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Mat…

1
The Hidden Risks of Passive Investing’s Market Dominance 44:32

29d ago44:32

44:32

As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflar…

1
4 Key Questions to Consider Before Allocating Crypto in Your Portfolio 37:37

30d ago37:37

37:37

To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility. Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse…

1
Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East 13:43

1M ago13:43

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…

1
Are Trump Accounts the Best College Savings Option for Families? 46:39

1M ago46:39

46:39

Trump Accounts, proposed in the "One Big Beautiful Bill", would provide every eligible newborn with a $1,000 government-funded, stock index-tracking investment account but experts note that 529 plans offer greater flexibility and more favorable tax treatment for college savings. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Market Wrap…

1
Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises 46:26

1M ago46:26

46:26

U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL…

1
How US Tariffs on China Boosted Mexican Exports and Employment 45:44

1M ago45:44

45:44

Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico’s workforce through "trade diversion effects". Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palanti…

1
How Natural Gas Is Powering the AI Data Center Boom 45:34

1M ago45:34

45:34

With AI and cloud data centers rapidly outpacing the capacity of traditional power grids, alternative solutions-—where data centers generate electricity on-site from natural gas-—are emerging as a fast, reliable, and cost-effective way to meet soaring energy demands. Today's Stocks & Topics: PSIX - Power Solutions International Inc., Market Wrap, C…

1
Episode 322: Makin It - Tyler Susko, MIT PhD, CEO and Founder of Cadense 53:59

1M ago53:59

53:59

Listen to Tyler Susko, MIT PhD, CEO and Founder of Cadense

1
Episode 321: Makin It - María Ballesteros Sola, Associate Professor Of Management at California State University Channel Islands, Entrepreneurship & Small Business Institute's Director 53:53

1M ago53:53

53:53

Listen to María Ballesteros Sola, Associate Professor Of Management at California State University Channel Islands, Entrepreneurship & Small Business Institute's Director

1
Episode 320: Makin It -Joel Volk, President and Business Counselor, Hot Dog Business Growth 54:00

1M ago54:00

54:00

Listen to Joel Volk, President and Business Counselor, Hot Dog Business Growth

1
Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy 46:11

1M ago46:11

46:11

The Strait of Hormuz is a vital maritime choke point through which about 20% of the world’s oil and a significant share of liquefied natural gas are shipped daily. Today's Stocks & Topics: EMN - Eastman Chemical Co., How Much Physical Precious Metals Justin Owns?, Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy, DOW - Do…

1
What is Tokenized Real Estate? 46:10

1M ago46:10

46:10

The property market is set to be revolutionized with "tokenized real estate" because it will enable fractional ownership, increased liquidity, and open up new investment opportunities. Today's Stocks & Topics: MRK - Merck & Co. Inc., Market Wrap, FM - First Quantum Minerals Ltd., Using Ratios to Determine If a Stock Is Overvalued or Undervalued, UB…

1
Using Ratios to Determine If a Stock Is Overvalued or Undervalued 46:44

1M ago46:44

46:44

Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value. Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola C…

1
Juneteenth - Best of Caller Questions 46:55

1M ago46:55

46:55

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

1M 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

1M 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

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

2M 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

2M 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

2M 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

2M 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…

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