The Investors First Podcast

The Investors First Podcast

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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute’s Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.

Recent Episodes

  • Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook

    1 week ago
  • Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal

    1 month ago
  • Mike Thrasher, Modus - Family Office 101

    3 months ago
  • Herb Greenberg – Red Flags

    4 months ago
  • John Bowman, CAIA Association – Alternative Investing in 2035

    5 months ago
  • Tom Lee, Fundstrat – 2025 Market Outlook

    7 months ago
  • Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns

    8 months ago
  • Marlena Lee, PhD – Fama, Factors & Women in Finance

    8 months ago
  • Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

    9 months ago
  • Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s

    11 months ago