HeyJaredEnterprising Investor
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 3, 2026
Latest episodes
Eddie Perkin, CFA: How to Outthink Investment Biases (opens the original)
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Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter the biases that undermine sound decisions. Drawing on his book, Running Against the Herd , Perkin explains how zero-based portfolio reviews can loosen investors’ attachment to holdings, why a sound process matters more than any single outcome, and how blind votes and junior-first feedback can prevent groupthink. He also shares l
Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet? (opens the original)
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As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfolio managers to actually making and governing investment decisions? Kevin Max, editor of Enterprising Investor , sits down with Irina Bevza, PhD, CFA, Head of Quantitative Solutions at Fineco Asset Management, Dublin, to explore the promise and faults of the self-driving portfolio. This episode explores what self-driving portfol
Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk? (opens the original)
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If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the Department of Finance and Accounting at the Lebanese American University, about extreme heat as a distinct financial risk. While climate-related disclosures have expanded, markets often struggle to translate recurring heat exposure into company valuati
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