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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 

Sep 18, 2019

In episode #378, Peter Zeihan discusses major geopolitics trends occurring currently, as well as the importance of geopolitics for financial professionals. Specifically:
1. The more than two decades breakdown in the world order, including the United States returning to isolationism and indifference about what happens in the rest of the world.
 
2. What reality that is worse that the Global Financial Crisis that is just around the corner?
 
3. Why finance pros should pay greater attention to geopolitics.
 
4. Zeihan's approach to geopolitical analysis.
 
5. The importance of intuition in his work.