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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, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Jan 25, 2016

In Episode #276, Jon Moog at US-based Lizard Investors discusses why international small cap investing should come with a warning label, “Don’t try this at home.” While opportunities abound for the savvy investor, poor corporate governance, illiquidity, and lax accounting standards are just some of the risks Moog...


Jan 13, 2016

In Episode #275, Dan Ariely, as he provides a more rational approach to money and opportunity costs. There is a rational or right way as well as an irrational or wrong of thinking about money. As human beings we are prone to thinking about money in the wrong way, but fortunately, there are some things we can do about...