Financial Analyst Warrior

Your ultimate destination for CFA ® Exam Domination.Our focus at the Financial Analyst Warrior is to help you navigate through your CFA Level 1 candidate journey in order to become a successful charterholder.The CFA Level 1 Hacks provide a fail-proof plan designed to take you by the hand, step-by-step and show you exactly the most crucial elements that you need to master in order to pass your CFA Exam once and for all. CFA Level 1 Hacks will teach you the most important formulas to memorize before the exam day. You will finally understand the crucial concepts and relationships between different factors that will help you feel prepared and comfortable on the exam day.In your CFA Level 1 Hacks each topic of the curriculum is separated in to three components: Formulas, Definitions and Concepts. This enables you to understand and review the material quickly and better budget your time between memorizing and understanding concepts. Your CFA Level 1 Hacks covers the most important and difficult concepts of the CFA curriculum. Learn more about how we can help you pass your CFA Level 1 exam.

Rank #1: Episode #11 | What is Monte Carlo Simulation?.
Although you will not be required to use Monte Carlo simulation on the actual CFA Level 1 exam, it is still important that you understand the principle behind it. In this episode we review what Monte Carlo Simulation is, why it is important to understand how it works and what it does and when to apply it. Enjoy the show!

Rank #2: Episode #10 | How to foster a Warrior mentality to help you study and prepare for the CFA Exam.
This week we are thrilled to bring you the latest episode of the Financial Analyst Warrior Podcast!If you are currently studying for the upcoming CFA© Level 1 exam, then we invite you to check out our CFA© Level 1 Study Hacks as well as the CFA© Level 1 Starter Kit that features 100 top mistakes CFA© candidates make on their CFA© Exam.On this episode, we cover interesting real world questions :- How to foster a Warrior mentality in order to help you concentrate and study for the upcoming CFA Level 1 exam- Real world Capital Budgeting application from the CFA Level 1 exam- Much moreWe hope you enjoy the show and we invite you to leave us feedback and contact us if you have any questions about Financial Analyst Warrior or the CFA® examination.We invite you to connect with us on:Facebook | Twitter |Google+Don't forget to sign up to our newsletter below.

Stocks-in-Depth

Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden. Our financial models attempt to shed light on trends underneath opaque segment reporting. Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA. We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics. In our search for the best companies and investment opportunities, we often challenge the consensus view. StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.

Rank #1: SID 0030 Free Trade Doesn't Work - Part 1.
History is replete with unanticipated events: Pearl Harbor, the dismantling of the Berlin Wall, the 2008 credit meltdown, and now the improbable ascendance of Donald Trump to America’s highest office.  Yet there are many who previse change, but whose ideas are so unorthodox that they are never see the light of day until after the fact.  With this in mind, Stocks-in-Depth introduces a little known economist, Ian Fletcher, and his 2010/2011 book, Free Trade Doesn’t Work: What Should Replace It and Why, in this four-part podcast.  In Part 1, we present the last chapter of his tome, The End of the Free Trade Coalition, an analysis of political cycles going back to 2004 which in fact strongly presaged that Mr. Trump might sweep the electoral college in 2016 on the basis of appealing to workers displaced by nearly two decades of free trade agreements and their consequences.

Rank #2: SID 0034 Knowles (KN) - Part 1.
Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisition of Sound Solutions.  MEMS penetration of smartphones, currently around 1.7 globally compared to 4 per iPhone, can continue to rise, since this statistic is nearer to one mike per phone outside of Apple.  GARP Research has published a major report on artificial intelligence earlier in 2017, part of which discusses advancements in speech recognition.  Amazon's Echo / Dot makes use of AI, as do new clones of Alexa developed by Chinese companies like iFlytek.  This multi-part podcast discusses many of these fascinating developments, including how the emergence of the internet of things could also positively impact MEMS microphones sales. 

Investment Insights

Investment Insights is the podcast channel for BNP Paribas Asset Management and features commentary from our experts on current market themes and topics.

Rank #1: Market Breakfast - 31 July 2017.
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.

Rank #2: Market Breakfast - 8 May 2017.
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.

The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.

Rank #1: Phil Ordway on Setting Up His Investment Firm.
Phil Ordway, Managing Principal of Anabatic Investment Partners, based in Oak Brook, IL, discusses the genesis of his investment firm.Phil is principal and portfolio manager of Anabatic Fund, L.P. Previously, Phil was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Phil was responsible for investments across the capital structure in various industries. Prior to joining Chicago Fundamental Investment Partners, Phil was an analyst in structured corporate finance with Citigroup Global Markets from 2002 to 2005, where he was part of a team responsible for identifying financing solutions for companies initially in the global power and utilities group and ultimately in the global autos and industrials group. Phil earned his M.B.A. from the Kellogg School of Management at Northwestern University in 2007 and his B.S. in Education & Social Policy and Economics from Northwestern in 2002.

Rank #2: Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven).
Matthew Haynes, chief investment officer of 1949 Value Advisors, based in Mahwah, NJ talks about “Pedigree vs. ‘PhD’ (Poor, hungry and Driven)".Matthew is the chief investment officer and portfolio manager at 1949 Value Advisors, a traditional value-driven global equity investment management company serving accredited investors including family offices and select institutions. Matthew purchased a first edition copy of The Intelligent Investor nearly 25 years ago for the grand price of $1 in an antique shop in New Hope, PA. It has served as his investing bible ever since. 1949 Value Advisors seeks to provide investment solutions for conservative long-term investors who share the firm’s core principles in the face of an increasingly short-term and emotion-driven capital market environment. Matthew and his team are bottom-up, fundamental research-driven value investors, seeking to outperform the MSCI World Index with less absolute risk through the careful selection of high conviction stock ideas from around the world.

S&P Global Ratings

S&P Global Ratings Podcast. Tune in for S&P Global Ratings analysts' opinions on trends and events that affect the global markets and your investment decisions. Download the S&P Global Ratings’ Podcast to any portable audio device or your desktop. Make the most of your time and stay on top of important business developments around the world. Listen in! Our CreditMatters videos and podcasts provide an easy and informative way to keep up with S&P Global Ratings’ global perspective on important credit market developments anytime, anywhere.

Rank #1: Extra Credit: Credit Conditions.
This week’s extra credit takes a look at the economy and how recent trends could impact our muni market. Hear from Beth Ann Bovino our U.S. Chief Economist and Jane Ridley our Local Government Sector Lead. Hosted by Lisa Schroeer.

Rank #2: Cracking & Fracking: IMO 2020 – The Coming Storm.
In this episode of Cracking & Fracking, our host Tom Watters and our Transportation and Refining Sector Leads, Rachel Gerrish and Mike Grande, discuss the impending regulation to reduce marine ship sulfur emissions and its implications for oil prices and the shipping and refining industries.

Take 15 Podcast Presented by CFA Institute

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.

Rank #1: Investing in Farmland.
In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.

Rank #2: Fixed Income for the Next Thirty Years?.
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. 

The GuruFocus Podcast

The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.

Rank #1: Episode 11: International and Emerging Market Small-Cap Investing With Craig Thrasher CFA.
Craig Thrasher, CFA, is an international small-cap expert. In this podcast, he discusses how he has achieved his outstanding returns in an area that abounds in growth and opportunity. Small caps have historically beaten their large-cap peers and offer a large universe of undiscovered companies to choose from, while having lower volatility than domestic investors may think. Thrasher believes in bottom-up analysis, has concentrated portfolios and seeks only high-quality businesses. In the interview, he talks with GuruFocus about how this plays out when investing internationally. He also gives some of his stock recommendations and shares his thoughts on portfolio holdings.

Rank #2: Episode 9: Out-of-Favor and Small-Cap Stocks With John Dorfman.
John Dorfman, founder of Massachusetts-based Dorfman Value Investments, joined GuruFocus to talk about his style of value investing. John's approach has led to market-beating returns of 9.79% annually since inception versus 5.4% for the S&P 500. In this episode, our guest tells where he is still finding obscure opportunities in a crowded market, what effect tariffs will have on small caps and why value investing is set to stage a comeback. The investor, who was mentored by the legendary David Dreman, also explains the findings of his studies of low-P/E stocks and analysts' most-loved and most-hated stocks.

Lazard Insights

Lazard Insights Conference Calls are part of an ongoing series of conference calls discussing timely issues in today's market. The calls are not specific to any Lazard product, and are designed to bring value-added insights to clients and prospects and to promote our intellectual capital. © 2018 Lazard Asset Management LLC.

Rank #1: Is There Still Life in the US Housing Recovery?.
We evaluate the cyclical factors and the structural support that could revive the housing markets.

Rank #2: Digital Disruption in Payments.
One of the biggest businesses in the world is one consumers never see and may not even be aware of: the global payments system. We take a look at the giant players in this industry, the evolution of the payments systems in China and the US, and finally, the next opportunity: India.

The Wall Street Lab

The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The hosts, Lukasz Musialski and Leo Severino, interview top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favorite books, personal habits, just to name a few.

Rank #1: #10 Ian Morgan - How to get into Investment Banking .
Ian Morgan is a former Managing Director at Société Générale who, after over 20 years as an investment banker, decided to become an entrepreneur in order to follow his passion. He is now an  executive coach who provides a tailored coaching service designed specifically for finance industry professionals, in the fields of leadership, career management and interviewing. He is passionate about helping individuals reach new levels of achievement and performance. for the full show notes go to: http://www.thewallstreetlab.com/  If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes.   [5:00] Ian’s background and all the projects he is involved with at the moment [6:30] What made Ian quit his job as a Managing Director at a large Investment Bank to start running his own business. [8:45] Ian describes his experience in resigning from his position as an MD and what the first day of running his own business felt like. [11:15] What do successful candidates do that unsuccessful candidates generally do not? [15:00] Cover letter writing strategies [16:50] Ian shares his thought on networking best practices [18:30] Practical skills for the job hunt if you did not major in business and finance. [21:40] Is it too late to start a career in investment banking if you are in your late 20’s / early 30’s? [23:50] Understanding the fact that interviewers also have cognitive biases and use that to our advantage during an interview [25:50] The danger of trying to sound smarter that you really are during an interview [27:50] Is it ok to answer an interview question with “I don’t know”? [29:50] How much is too much when it comes to preparing for an interview? [31:50] How do I accelerate my career at an investment bank, once I have a foot in the door? [34:20] The performance formula [36:50] Daily routines and habits that can help you become more productive at work [41:30] Ways to avoid distractions at work [44:10] The importance of reading; Ian’s book recommendations [47:50] The importance of a “glass half-full” attitude [49:10] Where you can find out more about Ian Morgan’s work   Stay tuned! Luke & Leo

Rank #2: #29 Dan Rasmussen - Disrupting Private Equity.
Dan Rasmussen is the Founder and Portfolio Manager at Verdad, a hedge fund that attempts to replicate privately-equity like returns through investments in publicly listed highly leveraged micro-caps. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and received an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list. In the episode we talked about: Replicating private equity with public equities Average private equity deal structures now and then Leverage buyout transaction structures in US and Asia Controlling for risk and bankruptcy probability United States vs Japan market for equities Doing research in quantitive investing Difference of running big and small funds The relationship between interest rates and equities Why is Dan bearish on VC Properties of small cap companies Private equity in emerging markets Do MBAs make better CEOs? As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!   Find out more at https://www.thewallstreetlab.com/   Luke, Leo & Andy

Value Investing Podcast

A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!

Rank #1: EP62 (Part 1) The Most Important Thing By Howard Marks.
I talk about a book called The Most Important Thing By Howard Marks (https://amzn.to/2ZYx6rO).

Rank #2: EP21 Investment Basics (Part 1) by Joel Greenblatt.
Joel Greenblatt is a legendary value investor who founded a hedge fund Gotham Capital with an astonishing track record of 40% annualized return from 1985 to 2006.  This episode covers the first three investment basics that Joel discussed in his book (You Can Be a Stock Market GENIUS). Do your homework Don't listen to others Pick your own spotsThe future episodes will cover the rest of the investment basics, and discuss the details of great special investment opportunities such as spin-offs, merger securities, restructurings, rights offerings, etc.Joel Greenblatt's book (You Can Be a Stock Market GENIUS): https://amzn.to/2vjCwfXPodcast website: https://valueinvestpodcast.com/Donate: https://valueinvestpodcast.com/donate/

UBS Economics Podcast

Imagine a global financial firm with the heart and soul of a two-person organization. A world-leading wealth management company that sits down with you to understand your needs and goals. An award winning global investment bank and premier global asset management business dedicated to giving you the most personal attention at every level. You and us. Think of it as the most powerful two-person financial firm in the world.

Rank #1: The Crisis.
An audio podcast from UBS about The Crisis.

Rank #2: Japan and China.
An audio podcast from UBS about Japan and China

Planet MicroCap Podcast | MicroCap Investing Strategies

Educating the Next Generation of Investors in MicroCap Stocks

Rank #1: Ep. 69 - The 8 P’s for Speculative Investing with Doug Casey, Founder of Casey Research.
For this episode, I spoke with Doug Casey, Founder of Casey Research. Doug is a best-selling author, world-renowned speculator and libertarian philosopher with more than 40 years experience investing in the natural resource sector. His first book, “Crisis Investing”, where he discusses how to profit from periods of economic turmoil, spent multiple weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980. Since then, Doug has written four books, and has appeared on hundreds of radio and TV shows sharing his insights into politics, economics and investment markets. He will be a speaker at the upcoming Sprott Natural Resource Symposium in Vancouver, BC, July 17-20 – you can purchase your ticket at www.naturalresourcesymposium.com. I was presented with the opportunity to interview Doug Casey, and I couldn’t pass it up. As a listener to Planet MicroCap, just remember, I enjoy learning about all different investing approaches and philosophies because, at the end of the day, there is no ONE way to make money in the market. Today, will you be hearing about a new approach to value or growth investing? No. However, the natural resource sector makes up a big component of what we consider MicroCap stocks, and Doug is someone that’s been investing this space for quite a long time. With that said, the goal for this episode is to share his insights on what’s worked for him when investing in this highly speculative market. Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com For more information about Doug Casey, please visit: www.caseyresearch.com, and you can follwo him on Twitter @CaseyResearch and @RealDougCasey

Rank #2: Ep. 71 - Three Years Later, Where it all began: Ian Cassel, MicroCapClub.com - So you want to be a MicroCap Investor? .
So we just passed the anniversary of when I published the first episode of the Planet MicroCap Podcast, which was on July 28, 2015. Since then, I have published now 73 episodes and amassed over 114,000 downloads. My goal then is the same as it is now, which is to educate the next generation of investors how to invest in MicroCap stocks. I recognized that there was so much more that I could learn as a MicroCap investor, and I wanted to take you on that journey with me. My very first guest was Ian Cassel, Founder of MicroCapClub. Not going to lie to you, I was surprised when he said yes because he doesn’t do a lot of interviews, and I am forever grateful for him coming on and sharing his wisdom. If you are joining me at Episode 70, then you may have missed this interview. So, I felt that on this 3-year anniversary, I wanted to re-share with you THE interview that started it all. And, Ian – I have you on the schedule as my interview for Episode 100. That would be awesome. And I thank you in advance. Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Spring 2018 Issue You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com For more information about the MicroCapClub and Ian Cassel, please visit: www.microcapclub.com You can follow Ian on Twitter @iancassel and MicroCapClub @MicroCapClub

Investment Outlook With Bill Gross

Janus Henderson Investor's Investment Outlook with Bill Gross

Rank #1: Populism Takes a Wrong Turn.
November 2016 - Monthly Investment Outlook from Bill Gross - Janus Henderson Investors

Rank #2: Doubling Down.
October 2016 - Monthly Investment Outlook from Bill Gross - Janus Henderson Investors

J.P. Morgan Insights (video)

J.P. Morgan Funds Insights is an audio podcast that provides perspective on the uncertainties and opportunities facing investors today. Let's help clients build stronger portfolios. Let's solve it. www.jpmorgan.com/usam Insight + Process = Results

Rank #1: Fixed income asset allocation matters.
Anne Lester, global head of Retirement Solutions, J.P. Morgan Asset Management discusses how allowing investment managers to allocate assets across a broad range of fixed income sectors can help DC plan participants by managing risk and streamlining.

Rank #2: Let’s solve it (long version).
Every day, we actively work to simplify, inform and empower better decisions. All to help build stronger portfolios and to help our clients achieve long term success. (Long version)