Shows
The Investors First PodcastCoaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s PlaybookToday’s guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance. Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his c...2025-07-101h 05
Zoom Financiero82 - Zoom CFA Institute y CFA Society Chile con Natalia Plateroti"The only way to do great work is to love what you do" - Steve JobsEn este episodio, Vero y PPP hacen Zoom a la organización y estructura de CFA Institute y CFA Society Chile, junto a Natalia Plateroti, Executive Director de la Society. Natalia nos explica cómo opera esta organización global, además de una radiografía a CFA Society Chile. No te pierdas este episodio para saber más de esta organización global!Equivale a 0,5 PL credits2025-06-1130 minThe Investors First PodcastAlejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. GrindalToday’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, we wanted to have her on the podcast. She joined Ned Davis in 2006 and has been quoted in national media, including Barron’s, WSJ, CNBC, and TIME, and is a guest on CNBC, and Bloomberg TV. Prior to Ned Davis, she se...2025-06-0549 min
The Sustainability StorySteve Waygood: Building a Sustainable Financial SystemDr. Steve Waygood, Chief Sustainable Finance Advisor at Aviva Investors, shares insights from his 25-year journey in sustainable finance. He discusses the evolution from ethical investing to system-level stewardship, the under-pricing of climate risks in financial models, and the vital role of public policy in aligning markets with sustainability goals. Packed with real-world examples and forward-thinking advice, this episode is ideal listening for anyone interested in the future of finance and its role in tackling global challenges.2025-05-1237 minThe Investors First PodcastMike Thrasher, Modus - Family Office 101In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conversation touched on investment management within family offices, the mystique and challenges of maintaining privacy, and the psychological factors, including family dynamics and governance. We also highlighted trends such as technological advancements, charitable involvement, and interest in unique investments like art and collectibles. Furthermore, the discussion emphasized the importance of journalism’...2025-04-101h 01
SKEPTIC’S GUIDE TO INVESTINGAmerica in Chaos: Tariffs and TaxesPlease text and tell us what you likeThe extension of Trump-era tax cuts presents critical planning decisions as exemption amounts could drop from $14 million to $7 million per person without congressional action.• Estate tax exemption likely to receive a four-year extension rather than permanent status• Trump administration characterized by chaos and short-term thinking rather than coherent strategy• Stephen Miller identified as Trump's most influential advisor and policy gatekeeper• Elon Musk serves as a "heat sink" absorbing criticism while implementing controversial policies• Government agency staff reductions create long-term damage to institutional knowledge• Inte...2025-03-261h 03The Investors First PodcastHerb Greenberg – Red FlagsFor our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Florida and attended the University of Miami. Herb’s energy and curiosity are up there with anyone we have interviewed in the history of this podcast. In today’s episode, we cover a wide range o...2025-03-061h 03The Investors First PodcastJohn Bowman, CAIA Association – Alternative Investing in 2035For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 and we thought it would be great to hear his vision for where alternative investing is headed over the next decade. John is a speaker, writer, commentator and frequently keynoting industry conferences and has be...2025-02-0655 minThe Investors First PodcastTom Lee, Fundstrat – 2025 Market OutlookTo kick off year six of the Investors First Podcast, today’s guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in Economics from the Wharton School and is a CFA charter holder. In this episode, we discuss where the S&P 500 will end up in 2025 and areas of the market Tom likes in 2025. Tom discusses bi...2025-01-0248 minThe Investors First PodcastRob Arnott, Research Affiliates – Getting Dumped, AI, & Expected ReturnsToday’s guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several funds, including the PIMCO All Asset and RAE™ funds. Throughout his career, Rob has challenged conventional financial wisdom and pioneered strategies such as tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach. Before founding Research Affiliates in 2002, Rob was chair of First Quadrant, LP, global equity strategist at Salomon Brothers, and CEO of TSA Capital Management. He has published over 150 articles and won numero...2024-12-051h 03
InvestTalkBest of Caller Questions - Steve PeasleyIn this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy2024-11-3046 minThe Investors First PodcastMarlena Lee, PhD – Fama, Factors & Women in Finance Today’s guest is Marlena Lee. Marlena is Dimensional Fund Advisor’s (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA’s Investment Research Committee. Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known for successfully applying academic research to practical investing. Prior to her time at DFA, Marlena served as Co-Head of Research, directing the firm’s global research agenda. Marlena was a teaching assistant for Nobel laureate Eugene Fama at the University of Chicago Booth School of Business. She...2024-11-141h 01The Investors First PodcastMarko Papic – GeoMacro Lens on U.S. Election, China Policy, & MarketsToday’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees fro...2024-10-1753 minThe Investors First PodcastJeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’sToday’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a CFA charter holder and is a member of CFA Society Philadelphia. In this episode, we start by covering Jeremy’s charter hold...2024-09-0549 minSKEPTIC’S GUIDE TO INVESTINGIs the U.S. National Debt Unsustainable (with Special Guest Steve Gattuso, CFA)Please text and tell us what you likePrepare to demystify the complexities of the national debt with our esteemed guest, Steve Gattuso, CFA, Chief Investment Officer at Courier Capital. This episode of Skeptic's Guide to Investing promises to shed light on how the national debt has reached nearly $35 trillion and what this means for our economic future. Steve uses relatable analogies to break down the difference between deficit and debt, while also discussing the significant impact of mandated spending on social programs and the looming 2025 sunset of the Tax Cuts and Jobs Act.Steve...2024-08-2159 min