Cover image of Take 15 Podcast Presented by CFA Institute
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Take 15 Podcast Presented by CFA Institute

Updated 3 days ago

Business
Investing
News
Business News
Read more

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.

Read more

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.

iTunes Ratings

31 Ratings
Average Ratings
21
5
2
2
1

Great info-motivating

By Clarkbar5 - Feb 24 2016
Read more
Thank you so much! Exactly what I needed. God certainly speaks through you! Thank you! Please keep it up

iTunes Ratings

31 Ratings
Average Ratings
21
5
2
2
1

Great info-motivating

By Clarkbar5 - Feb 24 2016
Read more
Thank you so much! Exactly what I needed. God certainly speaks through you! Thank you! Please keep it up

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Cover image of Take 15 Podcast Presented by CFA Institute

Take 15 Podcast Presented by CFA Institute

Updated 3 days ago

Read more

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.

Investing in Farmland

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In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.

Sep 02 2010

11mins

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Fixed Income for the Next Thirty Years?

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In Episode #278, David Schawel, CFA, discusses the appropriate role for fixed income as investors contemplate the end of a thirty year bull market in rates. Schawel also discusses how professional investors use Twitter and his outlook for Marketplace lending. 

Feb 11 2016

8mins

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Marc Faber: Money Printing Bad, Hard Assets Good

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In episode #167, Marc Faber, editor of "The Gloom, Boom and Doom Report", speaks about his views on money printing, inflation, central banking, China, the Eurozone, and the Fed’s monetary policy.

Aug 29 2012

14mins

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Best Practices in Fund Management

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In episode #083, Daniel Broby, FSIP, discusses some of the best practices in the fund management industry today, the importance of fiduciary responsibility, and the role of codes of conduct.

Jan 19 2011

9mins

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Analyzing Hedge Funds

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In episode #058, Ted Seides, CFA, discusses hedge funds, due diligence, and quantitative/qualitative issues with hedge fund selection.

Jul 26 2010

8mins

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Considerations in Emerging Market Debt Investing

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In episode #076, Kristin J. Ceva, CFA, discusses how emerging market debt fits into a global portfolio from the perspectives of risk, return, and correlation.

Nov 12 2010

5mins

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The Future of Energy

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In Episode #288, Energy expert Amy Myers Jaffe walks through the breadth of innovation in the energy markets both in traditional energy sources (e.g., oil) and so-called alternative energy technologies (e.g., solar). Energy breakthroughs have lowered the costs of alternatives dramatically and provide a viable channel for both capital investment and government policy to flow. In particular, Jaffe expects a wave of climate change related policies to push economies more forcefully into alternatives going forward.

Aug 03 2016

11mins

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A New Take on Behavioral Finance

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In episode #147, Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.

Apr 04 2012

11mins

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The Future of Fixed Income

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In Episode #356, Priscilla Hancock, a managing director, senior fixed-income specialist, and head of the fixed-income insights team at J.P. Morgan Asset Management, explains why investors should stay in fixed income, what attributes fixed-income portfolios should have to be well positioned for the future, and where there are risks and opportunities in the municipal bond markets.

Jan 24 2019

21mins

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Venture Capital: Excess Capital Meets Revolution in Software

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In episode #166, Chris Douvos of Venture Investment Associates speaks about the evolution of the venture capital industry.

Aug 17 2012

14mins

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Modern Portfolio Theory and Behavioral Finance: The Mathematics of Turbulence

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In episode #198, Kent Osband offers that the mathematics of turbulence provides a mathematical framework for bridging modern portfolio theory’s rationalism with behavioral finance’s irrationalism.

Apr 03 2013

12mins

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Skill, Scale, and Luck in Active Management

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In Episode #286, Investment manager and author Jacques Lussier, CFA, discusses what, other than superior analytical abilities, leads to investment manager outperformance, as well as the proper way of assessing investment manager performance. Hint: a factor-based approach is his preference. Additionally, Lussier discusses the important role that risk management has in driving outperformance, as well as what kinds of clients make for the best kind of client for investment managers.

Jun 16 2016

6mins

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U.S. Residential Real Estate Markets and Financing

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In episode #070, Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.

Sep 27 2010

9mins

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Finding Investments in a Low Yield Environment

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In episode #177, Leo J. de Bever discusses ways of finding global investment opportunities in the current low yield environment.

Oct 31 2012

15mins

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Crush of Debt Threatens First World

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In episode #176, Lacy H. Hunt examines research that demonstrates how current levels of first world debt threaten to cause an economic catastrophe unless action is taken soon.

Oct 31 2012

15mins

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An Introduction to Impact Investing

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In episode #209, Professor Harry Hummels explains impact investing and shares his insights on how and why impact investing is similar to and different from traditional investing.

Jun 12 2013

18mins

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What It Takes to Win on Wall Street: Proven Strategies

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In episode #266, Carla Harris, a managing director and vice chairman of global wealth management at Morgan Stanley and author of Expect to Win, explains the business case for diversity in the business world. She also shares career advice, or what she calls “pearls of wisdom,” acquired over a nearly three-decade career on Wall Street, and talks about how she hires and how her leadership style has evolved over time.

Aug 05 2015

11mins

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Good Governance Goes a Long Way for This Pension Fund

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In episode #210, Jim Leech, president and chief executive officer at Ontario Teachers' Pension Plan, discusses the state of the pension fund industry.

Jul 03 2013

9mins

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Small Cap Investing in a Global Mandate

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In Episode #293, Leah Joy Zell, CFA, shares the triumphs and tribulations of international small cap investing. Though she has produced an excellent long-term track record, Zell says she doesn’t get sucked into predicting market movements. Rather, she focuses on bottom-up analysis supplemented by her deep knowledge of history in local markets. By having the flexibility to roam around the world in search of opportunities, she also feels that the combination of discipline and flexibility gives her firm a distinct advantage.

Sep 26 2016

19mins

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Faith-Consistent Investing

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In episode #072, Séamus P. Finn shares his views on faith-consistent investing in the Christian tradition.

Oct 07 2010

13mins

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A Sense of Mission: Leadership Lessons from Space

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Episode #389. Former NASA astronaut Cady Coleman completed three trips to space: She flew on two space shuttle missions and spent six months aboard the International Space Station. In this episode, Dr. Coleman discusses critical skills for building and leading teams, including resilience and trust.

Dec 04 2019

18mins

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Morningstar's Kunal Kapoor, Storyteller in Chief

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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, why Morningstar launched a family of mutual funds, why ESG and sustainability are important to him, and what he would ask prospective employees if he could only ask one question in the interview. **This conversation was recorded near a construction site, so we apologize for any background noise.**

Nov 27 2019

11mins

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Cryptocurrency in Context: An Insider's View

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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 bitcoin is a risk asset or a flight-to-quality asset, Facebook's Libra, and her top three science fiction book recommendations.

Nov 20 2019

18mins

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An Insider's View on the Fed and Global Economic Trends

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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 risks to global economic growth, the data she watches most closely, and whether millennials can grow the US economy.

Nov 13 2019

14mins

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How Digital Platforms are Transforming Trust and Governance

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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 York University Stern School of Business, helps answer those questions and explains why platforms are not like democracies but rather like benevolent dictatorships.

Nov 06 2019

14mins

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Using Digital Technology to Improve Clients' Experiences

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In episode #384, Vanguard Center for Investor Research's head of research, Jane E. Henshaw, discusses insights gained through her work and how it may be used to improve investment clientele's customer experience.

Oct 30 2019

12mins

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How Daniel Pink can help improve your investment performance

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In episode #383, world-renowned and best-selling author of the books When, Drive, and a Whole New Mind, Daniel Pink provides insight into how he times key decisions, anticipates possible futures, and simplifies complex subjects. Each subject is also shared by active investment managers.

Oct 23 2019

14mins

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When the Unthinkable Becomes Reality

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Episode #382. Named one of the Top 100 Thinkers by Foreign Policy magazine for four consecutive years, Mohamed El-Erian, chief economic advisor at Allianz, discusses his top three concerns with respect to the global economy. Touching on unpredictability, divergence among advanced economies, and the interplay of politics and economics, El-Erian also brings in relations between the U.S. and China. Finally, he shares his unique career trajectory and the most important advice he ever received.

Oct 16 2019

13mins

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Applying Behavioral Finance to the Investment Process

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In episode #381,Clare Flynn Levy, founder of Essentia Analytics, discusses why solely focusing on performance misses an important point; how top managers are competing for survival of the fittest and why others are missing a trick; and how to mitigate behavioral bias in your own investment process.

Oct 09 2019

12mins

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Reinventing Capitalism in the Age of Big Data

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In episode #380, Viktor Mayer-Schönberger discusses why he believes that data isn’t just the new oil, but an even more important commodity. He believes that it not only greatly enhances markets, but also reshapes the economy. Last, he discusses data’s new role and how he believes it has profound implications for the financial services sector and for finance capitalism more generally. The biggest challenge for the data economy is structural, and competition rules are ill suited to address this challenge.

Oct 02 2019

14mins

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AI and Traditional Investment Analysis

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In Episode #379, Malcolm White, CFA, discusses the benefits and limitations of artificial intelligence (AI) in active investment management. Subjects include whether AI should be feared or embraced by investment professionals; things AI is good and bad at doing; neural networks; and how to avoid programming bias into algorithms.

Sep 25 2019

14mins

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The New World (Dis)Order

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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.

Sep 18 2019

12mins

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Bringing Your Best Brain

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In Episode #377, Pete Ronayne offers practical insights on how professionals in demanding environments can optimize performance by focusing on keeping their brain refreshed and renewed. 

Sep 11 2019

12mins

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Investment Decision Making in an AI World

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In Episode #376, we cover cover some of the basic terminologies and then chart a map of the AI-driven landscape.  From small data to big data, from desktops to the cloud, and from simplistic programming to machine learning, the world has been moving at a rapid pace. 

Sep 05 2019

16mins

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Psychology and the Good Life

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In Episode #375, Professor Laurie Santos developed and taught Yale University's most popular course ever in which she introduced the science of happiness. Building on that experience, Dr. Santos appeared at the 72nd CFA Institute Annual Conference to help professionals in our demanding, dynamic profession learn what science teaches us about being happier at work—and in all facets of our lives.

Aug 28 2019

10mins

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Investment Decision Making for the Emerging Markets Investor

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In Episode #374, we discuss how emerging markets have been the place where the action is and the future will be. How near is the future for emerging markets? Does investing in emerging markets translate into a superior risk-adjusted performance?

Aug 21 2019

12mins

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Interview: Leadership Insights with Sartaj Garewal

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In Episode #373, recorded at the 72nd CFA Institute Annual Conference in London, Sartaj Garewal, an actor and coach, discusses innate and acquired traits of good leaders. Having started his career as a financial analyst before moving into acting, he uses his unique background to offer useful tips on leadership development as well as practical advice on commonly encountered workplace anxieties, such as dealing with stage fright.

Aug 14 2019

13mins

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Crashed: Looking Back on a Decade of Financial Crises

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In Episode #372, recorded at the 72nd CFA Institute Annual Conference in London, Adam Tooze, a professor of history and director of the European Institute at Columbia University, discusses his most recent book, Crashed: How a Decade of Financial Crises Changed the World. Crashed has been described as “an eye-opening reinterpretation of the 2008 financial crisis and its aftermath, leading to the political shock waves you are feeling in the world today." In this short conversation, Professor Tooze discusses his main purpose in writing the book, connects the dots from 2008 to Brexit, and reflects on whether the global financial system is more resilient now.

Aug 07 2019

12mins

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ESG Investing: Into the Mainstream

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In Episode #371, recorded at the 72nd CFA Institute Conference in London, Amanda Young discusses a wide range of general ESG topics including "are oil companies bad but wind farm companies good?" and "who/what are the drivers pushing ESG into the mainstream?" The answer to the first question is that it is not that simple (!), whereas the second question considers large vs. small companies, the demand from retail investors, and effecting change through engagement.

Jul 31 2019

15mins

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Mind over Matter: Staying Organized in the Age of Information Overload

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In Episode #370, recorded at the 72nd CFA Institute Annual Conference in London, Daniel J. Levitin, an award-winning scientist, musician, writer, and record producer, discusses his book, The Organized Mind: Thinking Straight in the Age of Overload, why multi-tasking is a myth, how music affects the brain, and much more.

Jul 24 2019

11mins

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