Episodes

This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute.  Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management...

Our guest today is Peter Zeihan, a geopolitical expert.  He launched his own firm, Zeihan on Geopolitics, in 2012 in order to specialize in customized executive briefings for his clients. Prior to going independent, Zeihan worked for 12 years...

Our guest today is Chen Zhao, Chief Global Strategist at Alpine Macro. Chen discusses the different factors causing the current economic and financial situation, why the Fed has done their job but it’s time for the government to step in and do...

Our two guests today are Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management and host of the podcast, and Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando.  Patrick discusses...