The Investors First Podcast

The Investors First Podcast

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, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.

Latest Episode

Recent Episodes

Aswath Damodaran: Unmasking ESG

Nov. 2, 2023

Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. The episode quickly veered into a sharp critique of the shortcomin…

Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

Oct. 5, 2023

Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s.     In today’s episode, we sp…

Peter Atwater – Diversifying by Sentiment

Sept. 14, 2023

Our guest today is Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making, using his…

KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework

Aug. 24, 2023

Our guest today is Orlando’s own fantasy football expert, . KC used to work for ESPN and now runs his own website called The Football Scientist. We’ve had lots of amazing podcast guests since we started in March 2020, but si…

NewEdge Wealth’s Cameron Dawson on the State of the Markets

Aug. 3, 2023

Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board member of the CFA Society of Orlando.  In today’s episode, Cameron talks a…

David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer

July 13, 2023

Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low…