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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 

Nov 27, 2019

In episode #388, Kunal Kapoor, CFA, chief executive officer of Morningstar, a leading provider of independent investment research, took the helm of the industry giant in January 2017 after joining the firm as a a data analyst in 1997. In this brief conversation, he shares what has changed and what has stayed the same,...


Nov 20, 2019

Episode #387. Cryptocurrency is a fascinating but polarizing topic. In this episode, Meltem Demirors, chief strategy officer at CoinShares, a digital asset manager, helps explain the broader macro context for the rise of bitcoin including economic, political, and social drivers. She discusses macro tailwinds, whether...


Nov 13, 2019

In episode #386, Danielle DiMartino Booth, CEO and director of intelligence at Quill Intelligence LLC, a research and analytics firm, and author of FED UP: An Insider’s Take on Why the Federal Reserve Is Bad for America, tells us what, if anything, has changed since she wrote her book and shares her views on macro...


Nov 6, 2019

Episode #385. Platform businesses are all around us, but not every technology platform is a platform business. What makes a company a platform business, and how is this business model changing the landscape for trust and governance? What does sound platform governance look like? Arun Sundararajan, a professor at New...