Enterprising Investor

In episode #216, Nobel Prize Winner Thomas J. Sargent discusses his views on model ambiguity and how uncertainty over the correct choice of distribution plays a big part in the pricing of risk.

In episode #214, Ng Kok Song, adviser and chair of global investments at the Government of Singapore Investment Corporation (GIC), discusses one of the most meaningful tools in his investment toolkit: meditation.

In episode #215, Michael Woodford, former president and CEO of Olympus Corporation, is interviewed about his whistleblowing activities while serving at Olympus Corporation.

In episode #212, Christopher Tan talks broadly about the wealth management industry in Singapore, including commission vs. fee-only advisors, establishing and maintaining trust with clients, and retirement planning.

In episode #213, Economist Dambisa Moyo discusses her views on the transformative role emerging markets are playing in the global economy.

In episode #211, The Wall Street Journal's Jason Zweig interviews Duke University's Scott A. Huettel about the emerging field of neuroeconomics.

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

In episode #208, Carl Richards explores the role that emotions play in financial decisions. He explains the so-called behavior gap -- the distance between what we should do and what we actually do when it comes to decisions involving money -- and discusses how financial advisers can become better advisers to their clients.

In episode #207, Dr. Ibrahim M. Turhan explains why and how Borsa Istanbul has demutualized and the implications for investors.

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.

In episode #206, Cate Long provides an overview of the municipal bond market in terms of size and the primary holders of the debt.

In episode #205, Peter Zeihan shares his analysis of economic and political implications of the rise of shale gas production in North America.

In episode #204, Anil Gaba, Professor of Risk Management at INSEAD Business School, describes some of the challenges and solutions for investors of taking investment decisions under conditions of uncertainty.

In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser's practice, and society.

In episode #201, Jalil Tarif, secretary general at the Union for Arab Securities Authority, explains the challenges and opportunities facing the securities regulators in the Arab countries.

In episode #202, Dr. Bassem I. Awadallah provides expert commentary on some of the findings of CFA Institute survey of investment professionals in the Middle East and North Africa (MENA) region which was done in Feb-Mar, 2013.

In episode #199, Robert Johnston addresses the prospects for the U.S. becoming a natural gas superpower and the global geopolitical and investment implications of the U.S. shale energy boom.

In episode #196, Mr. Anthony Yau, who has been managing portfolios in the A-shares market for several years at State Street Global Advisors as a senior portfolio manager and head of Asia emerging markets, discusses the issues and outlook of the domestic equity market in China.

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.

In episode #197, Michael L. Mayo, CFA, discusses the state of corporate governance, whether he expects to see more shareholder activism, and how breaking up the mega-banks would unlock value for shareholders.

In episode #195, Jason Trennert of Strategas offers his sometimes contrarian outlook for equity markets while sharing insights on the European currency crisis and the prospects for inflation.

In episode #194, Kamal Mustafa discusses how best to examine and understand bank credit quality.

In episode #193, David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC's new definition of family offices and explains what a good compliance policy should look like.

In episode #192, Dr. Adeel Malik explains why he thinks regional economic integration and a strong private sector are essential to address the economic challenges, such as youth unemployment, facing the Middle East and North Africa (MENA) region.

In episode #190, Robert F. Bruner, Dean of the Darden School of Business at the University of Virginia, discusses the evolution of the MBA program.

In episode #191, Edward Mason shares his views on how the Church of England reflects its moral values in its investments as an institutional investor.

In episode #189, Robert F. Bruner discusses the importance of financial crises. He focuses on the importance of studying past crises in order to better understand and mitigate future crises.

In episode #188, Satyajit Das, former banker and author of Traders, Guns, and Money, and Extreme Money, discusses and assesses India's recent reform efforts.

In episode #186, Jeremy J. Siegel asserts that historical asset class returns, the prospect for continued strength in corporate earnings, and current valuation levels all support the case for investment in equities.

In episode #179, Gus Sauter reflects on the merits of passive and active investing, while sharing his thoughts on financial industry innovation.

In episode #185, Sebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry.

In episode #183, Dr. Nkosana Moyo shares some of the longer term political-economic developments taking place in Africa and explains why he believes the perception of risks in Africa is worse than reality.

In episode #181, Campbell Harvey discusses the limitations of quantitative easing in today's macroeconomic environment. His analysis has implications for the role of commodities, specifically gold, in a diversified portfolio.

In episode #184, Joachim Klement examines the role of personal experiences in determining financial risk preferences among investors, and how this can help financial advisers.

In episode #178, Nobel laureate Robert C. Merton challenges traditional models used by investors to measure sovereign and financial system credit risk, while proposing an alternative framework.

In episode #180, Willis Sparks discussed whether we are likely to see more market-moving turmoil around the globe over the next decade and why geopolitics is increasingly becoming a factor in investment decisions.

In episode #182, Wolfgang Münchau discusses the current state of the Eurozone crisis and potential resolutions. He explains potential implications of a breakup and the costs and benefits to various countries across the region.

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.

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

In episode #175, Deborah A. Fuhr discusses the landscape and key trends in the global ETF/ETP industry as well as the recently implemented RQFII scheme in China and other developments in the Asia-Pacific markets, giving her views about the outlook for the ETF/ETP industry in the region.

In episode #173, Dr. Peng Chen, CEO Asia (ex-Japan) at Dimensional Fund Advisors, a firm noted for its collaboration with Nobel laureates and top financial economists, discusses the latest development in investment portfolio management that deals with the key challenges that are once again highlighted by the global financial crisis.

In episode #174, With interest rates so low, and a Fed determined to keep them low for a prolonged period, does it make sense to allocate money to fixed income securities right now?

In episode #172, John Linehan, CFA, describes his firm's investment philosophy and the value of "constructive dissonance," and discusses why maintaining a global perspective is more important than ever.

In episode #171, Michael Kitces discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff and the potential for tax rates to rise significantly in the future.

In episode #170, Sam Peters, CFA, discusses his firm's free cash flow-based approach to valuation, and the challenges and opportunities in today's stock market.

In episode #168, Jeremy Bolland discusses the best practices for banks, brokerages, and research analysts for the production and dissemination of investment research, as well as the regulatory landscape in the Asia Pacific region.

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.

In episode #165, John R. Boatright discusses the ethical issues facing investment professionals in the investment industry and how to manage them.

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

In episode #164, John P. Calamos, Sr., discusses the rise of the middle class in emerging markets and what investors in these markets should focus on.