最高の Cfa ポッドキャスト (2024)

1
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice) 30:32

9d ago30:32

30:32

Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff. Hear Tyler Emrick, CFA®, …

1
Venturing Beyond Comfort: A Conversation with Lily Lyman 32:35

9d ago32:35

32:35

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Face…

1
Investment Exchange Forum - QQQ - 25 years later 40:56

18d ago40:56

40:56

March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look l…

1
Episode 68, Bogleheads on Investing, Rolf Agather on index evolution, host Rick Ferri

27d ago

—

Over 50% of mutual fund and ETF assets follow passive indices, which makes index methodology important. Rolf Agather, CFA, has been in the index industry for 40 years and played a major role in the revolution.Rick Ferri, CFA による

1
How to Avoid A Surprise Bill at Tax Time 29:28

22d ago29:28

29:28

When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page. In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital…

1
Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing 43:16

1M ago43:16

43:16

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC, and finally, how assets are …

1
Resilience & Heart Equity: A Conversation with Kyle Arrington 12:22

1M ago12:22

12:22

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and …

1
Smarter Ways To Financially Help Your Children & Grandchildren 32:24

1M ago32:24

32:24

So, what are smarter ways to save or gift to your family? In this episode listen to Tyler Emrick, CFA®, CFP® discuss how to gift wisely, be supportive of and not inhibit responsible financial behaviors, utilize intra-family loans, and optimize benefits for your family today and into the future. Here’s some of what we discuss in this episode: What t…

1
Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor 38:38

1M ago38:38

38:38

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from here?"

1
Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors! 37:22

2M ago37:22

37:22

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do…

1
How Risky of An Investor Are You? 36:49

2M ago36:49

36:49

In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, "I'm moderately conservative?" Don't these seem fuzzy at best? Hear how your perceived risk and diversification may differ – sometimes substantially – from mathematical reality. And b…

1
Investing in US Financial History with Mark Higgins Podcast Part 2 43:05

2M ago43:05

43:05

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade a…

1
Macro Matters - yield curve, Fed expectations, inflation and more 46:16

2M ago46:16

46:16

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks were FULL of macro

1
Episode 67, Bogleheads on Investing, Kaye Thomas on income taxes and how to lower them, host Rick Ferri

2M ago

—

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My podcast guest, Kaye Thomas, tells us how.Rick Ferri, CFA による

1
Investing in US Financial History with Mark Higgins Podcast Part 1 47:21

2M ago47:21

47:21

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade a…

1
Closing the Wealth Gap: A Conversation with Crissi Cole 31:22

2M ago31:22

31:22

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net wor…

1
What Do Clients Value Most in A Financial Advisor? 31:28

2M ago31:28

31:28

In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance. Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional. Here’s some of what we …

1
Macro Matters podcast - Feb 5, 2024 30:35

2M ago30:35

30:35

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together to discuss the recent FOMC news and impact, as well as earnings news and events. What does this mean for stocks? What does this mean for bonds?

1
How to Plan for RMDs (Required Minimum Distributions) 28:32

3M ago28:32

28:32

In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Distributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Whether you’re new to RMDs or seeking to optimize your distribution s…

1
Episode 66: Bogleheads on Investing, Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

3M ago

—

We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).Rick Ferri, CFA による

1
Macro Matters - Jan 22, 2024 - covering lots of current topics 40:15

3M ago40:15

40:15

Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast

1
Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation 28:58

3M ago28:58

28:58

CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence." Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachi…

1
New Year’s Resolutions – Better Yet Goals for Financial Success In 2024 28:21

3M ago28:21

28:21

Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution! Join us on this episode of Retire Smarter as Tyler Emrick, CFA®, CFP®, gives easy and actionable suggestions for wha…

1
Entrepreneurship and Inspiration: A Conversation with Devon Drew 24:19

3M ago24:19

24:19

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges tha…

1
Macro Matters podcast - Jan 8, 2024 - cryptocurrencies 48:06

3M ago48:06

48:06

Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2 protocols? How will AI impact crypto? Check, check and check, all were covered. Let us know your thoughts!…

1
Macro Matters podcast – a crazy couple of weeks to end a crazy year 51:44

4M ago51:44

51:44

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look…

1
Episode 65: Bogleheads on Investing, Qian Wang, PhD, Vanguard’s 2024 economic forecast, host Rick Ferri

4M ago

—

My interesting interview with Dr. Qian Wang, Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group.Rick Ferri, CFA による

1
When Taking Social Security Early Makes Sense 25:02

4M ago25:02

25:02

Join us on this eye-opening episode of Retire Smarter as Tyler Emrick, CFA®, CFP® delves into the intriguing world of Social Security benefits. While delaying your benefit is often the obvious choice, we challenge conventional wisdom and explore scenarios where taking Social Security early can actually be a smart financial move. Here’s some of what…

1
Investment Exchange Forum - Private Credit series - Middle-market Financing 26:37

4M ago26:37

26:37

Rich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structures that are used and why they are preferred. What does the reward to risk look like in these financings? Enjoy

1
Investment Exchange Forum - Private Credit Series - asset-based finance 30:22

4M ago30:22

30:22

For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector.…

1
Constructing a Portfolio in Retirement 41:36

4M ago41:36

41:36

Pick your favorite financial publication. One minute, they tout a financial collapse and pending recession, and then seemingly on a dime, headlines change to - "cash yields are attractive" and "the stock market finishes at its highest level in twelve months." Making portfolio decisions through all the noise can be a challenge. What is the right inv…

1
Exploring Career Crossroads: A Conversation with Sloan Klein 35:08

4M ago35:08

35:08

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a caree…

1
Macro Matters podcast– what is going on with this risk asset rally? 55:15

4M ago55:15

55:15

It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market…

1
8% Safe Withdrawal Rate In Retirement? What!! 28:28

5M ago28:28

28:28

Recently, famous radio show host and personal finance guru Dave Ramsey made headlines by saying he’s perfectly comfortable with an 8% withdrawal rate in retirement. Critics were quick to respond, calling his advice scary, dangerous, and just plain wrong. So, who’s right? On this episode, hear Tyler Emrick, CFA®, CFP®, break down Ramsey’s comments a…

1
Investment Exchange Forum - Private Credit Series - Direct Lending 35:16

5M ago35:16

35:16

In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders.

1
Episode 64: Bogleheads on Investing, Victor Haghani and James White, “The Missing Billionaires”, host Rick Ferri

5M ago

—

Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions.Rick Ferri, CFA による

1
William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA 43:01

5M ago43:01

43:01

1
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies 31:25

5M ago31:25

31:25

On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to off…

1
Investment Exchange Forum - Private Credit Series - Opportunistic investing 37:29

5M ago37:29

37:29

In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities a…

聞く価値のあるポッドキャスト

ポッドキャスト Cfa

聞く価値のあるポッドキャスト

クイックリファレンスガイド