These links work on everything: they open the episode on Apple Podcasts on an iOS device like an iPhone; will open the episode on the Google Podcasts player on an Android device; and will open a web player on any other device. Right-click a link to copy the link address.
Jul 14 2022: Ranji Nagaswami, SVP Global: A Primer on Private CreditDirect links:
Jun 2 2022: Samir Vasavada, Vise: Automating Wealth ManagementDirect links:
May 5 2022: Eduardo Repetto: Building Better Portfolios, From Aeronautics To AvantisDirect links:
Apr 21 2022: Chris Arnade: Dignity: Seeking Respect in Back Row AmericaDirect links:
Apr 7 2022: Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry PioneerDirect links:
Mar 24 2022: Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around CornersDirect links:
Mar 3 2022: Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.Direct links:
Feb 3 2022: Ben Savage, Clocktower Technology Ventures: The State of Fintech VCDirect links:
Jan 13 2022: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing HeroesDirect links:
Dec 16 2021: Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million FollowersDirect links:
Dec 2 2021: Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & InvestingDirect links:
Nov 4 2021: Anthony Zhang, Vinovest: Fine Wine as an Alternative InvestmentDirect links:
Oct 7 2021: Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management IndustryDirect links:
Sep 9 2021: Cliff Asness, AQR: Fama, Quant & Captain AmericaDirect links:
Aug 19 2021: Bill Kelly, CAIA: Democratizing Alternatives & The Retirement PromiseDirect links:
Aug 5 2021: Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of PricesDirect links:
Jul 1 2021: Jerry Parker, Chesapeake Capital: Tampa’s Turtle TraderDirect links:
Apr 22 2021: Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based InvestingDirect links:
Apr 1 2021: Bill Brewster, CFA: Value, Robinhood and #FinTwitDirect links:
Mar 18 2021: Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend SetterDirect links:
Mar 4 2021: Anthony Scaramucci, SkyBridge Capital: The Mooch - UnfilteredDirect links:
Feb 18 2021: Tamar Frankel, Boston University: State of The Union With The Godmother of FiduciaryDirect links:
Feb 4 2021: Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve IndicatorDirect links:
Jan 21 2021: Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFLDirect links:
Jan 7 2021: Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim TebowDirect links:
Nov 12 2020: Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical AlphaDirect links:
Nov 5 2020: Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing AgreementsDirect links:
Oct 29 2020: Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of WorkDirect links:
Oct 22 2020: Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. PrivateDirect links:
Oct 15 2020: Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax RegimeDirect links:
Oct 12 2020: Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to DecideDirect links:
Oct 8 2020: Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi NakamotoDirect links:
Oct 1 2020: Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic ManDirect links:
Sep 24 2020: John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEODirect links:
Sep 17 2020: Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's PotentialDirect links:
Sep 10 2020: Christine Benz & Steve Curley, CFA: Personal Finance & Retirement ReadinessDirect links:
Sep 3 2020: Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second LanguageDirect links:
Aug 27 2020: Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing Direct links:
Aug 20 2020: Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial DecisionsDirect links:
Aug 13 2020: Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & WealthDirect links:
Aug 6 2020: Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi SchemesDirect links:
Jul 30 2020: Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?Direct links:
Jul 23 2020: Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & ResilienceDirect links:
Jul 16 2020: Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth IndividualsDirect links:
Jul 9 2020: Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused ExpertsDirect links:
Jun 25 2020: Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic MobilityDirect links:
Jun 18 2020: Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John TempletonDirect links:
Jun 11 2020: Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain TimesDirect links:
Jun 4 2020: Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second HarvestDirect links:
May 28 2020: Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody Direct links:
May 21 2020: Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLADirect links:
May 14 2020: Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct BetaDirect links:
May 7 2020: Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share Direct links:
Apr 30 2020: Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout NationDirect links:
Apr 23 2020: Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped RecoveryDirect links:
Apr 16 2020: Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF PioneerDirect links:
Apr 9 2020: Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the EconomyDirect links:
Apr 2 2020: Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back AgainDirect links:
Mar 26 2020: Peter Zeihan and Steve Curley - COVID-19: New World DisorderDirect links:
Mar 19 2020: Chen Zhao and Steve Curley - COVID- 19, De-risk or Re-risk Your Portfolio?Direct links:
Mar 5 2020: Patrick O’Shaughnessy and Steve Curley - Trail MagicDirect links: