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Explore our latest podcast episodes featuring in-depth discussions on alternative credit, the role of commodities in portfolio allocation, AI in finance, and Warren Buffett's approach. Join Mike Wallberg, CFA, MJ, and a lineup of experts for insightful conversations and valuable perspectives: 🎙️David Blanchett, CFA - The Role of Commodities in Portfolio Allocation: David Blanchett shares insights on investment horizons, serial correlation, and improving retirement portfolios. Highlights the impact of time and inflation on portfolio construction and advocates for including commodities. 🎙️ Alfonso Ricciardelli, CFA - Alternative Credit: Explore the niche world of alternative credit and learn about expanding access for retail investors and the motivations behind the paper "An Introduction to Alternative Credit." 🎙️ Chris Geczy, Ph.D. - Unpacking the Role of AI in Finance: Listen to Chris Geczy from UPenn's Wharton School as he discusses AI's evolution in finance since the 1960s and its impact on investment strategies today. 🎙️ Robert Hagstrom, CFA - Unpacking Warren Buffett's Approach: Discover insights from Robert Hagstrom, CFA, on Warren Buffett's investment strategies and the atmosphere of the Berkshire shareholders meeting. Stay informed and inspired with our Enterprising Investor podcast: https://cfainst.is/3TnlWWw

Robert Hagstrom

Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC

1w

I always enjoy my conversations with Mike. He is well informed and diligently prepares with thoughtful questions. Makes his podcasts feel like having dinner with an old friend.

I absolutely enjoyed our discussion, Mike Wallberg, CFA, MJ, on access to private credit. Great conversation on the benefits vs risks of expanding access to mass affluent investors and making it easier for current ultra wealthy retail, amid regulatory inconsistencies and questions about liquidity.

Kina Lin MSc

Power Connector | MPP Candidate at HKS | Deputy President of Zhaixin Group | Portfolio Manager | Taiwanese Climate Tech Solutions | Eastern and Western culture enthusiasts | SMEs Supporter

6d

Very informative.

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