Financial Thought Exchange Podcast
CFA Institute Research Foundation
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About the Show
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Regularly hosts outside guests
51 episodes — long track record
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Recent Episodes
Risk, Models, and Financial Decision‑Making with Petter Kolm, PhD and Gordon Ritter, PhD
Petter Kolm, PhD and Gordon Ritter, PhD, join Lotta Moberg, PhD, for a conversation on quantitative models, risk, and financial decision‑making. The discussion examines how models are constructed and…
Infrastructure Debt with Clements, Ricciardelli, Beckman and Le Bret
Philip Clements, CFA, Alfonso Ricciardelli, CFA, Matthieu LeBret and Simon Beckman join Will Goodhart (CFA Institute Research Foundation Board of Trustees), to discuss their recent brief on…
Designing Pension Systems for Emerging Markets with Seda Peksevim, PhD
Laurence B. Siegel hosts a conversation with Seda Peksevim, PhD, Founder & Managing Director of Pensión Research & Consulting and Lecturer at Sabancı University, on how pension systems must…
Hedge Funds Explained: Risk, Returns & Due Diligence with Stephen J. Brown, PhD
In this episode of the Financial Thought Exchange, Lotta Moberg, CFA, PhD, speaks with Stephen J. Brown, PhD, Emeritus Professor of Finance at Monash University in Australia and at the Stern School…
How LLMs Transform Investment Workflows: Fine-Tuning, RAG & Agents with Francesco Fabozzi
In Part 2, Francesco Fabozzi, PhD—Managing Editor of the Journal of Financial Data Science—joins host Lotta Moberg, CFA, PhD, to explore how modern NLP and large language models are reshaping…
How NLP Evolved: From Word Counts to Transformers with Francesco Fabozzi, PhD
Francesco Fabozzi, PhD, Managing Editor of the Journal of Financial Data Science, joins Lotta Moberg, CFA, PhD to unpack how natural language processing matured into the powerful tool it is today.…
Future Quantum Finance Applications & Risks with Oswaldo Zapata, PhD
In the concluding episode, Lotta Moberg, CFA, PhD and Oswaldo Zapata, PhD look toward the future of quantum computing in finance. They discuss potential high‑value applications such as optimization,…
Quantum Computing Challenges in Finance with Oswaldo Zapata, PhD
Part 2 explores the technical hurdles shaping quantum computing's readiness for financial applications. Oswaldo Zapata, PhD and host Lotta Moberg, CFA, PhD discuss qubit quality, error rates, and why…
Quantum Computing Basics for Finance with Oswaldo Zapata, PhD
In Part 1 of this three-part interview, host Lotta Moberg, CFA, PhD, speaks with Oswaldo Zapata, PhD, co‑founder of the Quantum Finance Boardroom and contributor to the CFA Institute Research…
Causality in Factor Investing: Marcos López de Prado, PhD & Vincent Zoonekynd, PhD
Marcos López de Prado, PhD and Vincent Zoonekynd, PhD, of Abu Dhabi Investment Authority discuss their Research Foundation brief, Causality and Factor Investing: A Primer. They explore why many…
Dr. William J. Bernstein on Economic Growth, Passive Investing & Retirement Realities
Larry Siegel speaks with Dr. William J. Bernstein—author, neurologist, and investment thinker—about the pillars of prosperity: property rights, scientific rationalism, capital markets, and…
De-risking Global Pension Systems with David Knox, PhD
In this episode of the Financial Thought Exchange podcast, host Lotta Moberg, CFA, PhD, speaks with David Knox, PhD, former senior partner at Mercer and author of the Research Foundation brief…
Leadership, Storytelling & Investing: Insights from Sébastien Page, CFA
Sébastien Page, CFA, Head of Global Multi-Asset and CIO at T. Rowe Price, joins the FTE Podcast to explore the intersection of leadership psychology and investment strategy. Drawing from his books…
Custom Indexing, Tax Efficiency & Factor Investing with Ehren Stanhope, CFA
Ehren Stanhope, CFA of O'Shaughnessy Asset Management explains how custom indexing builds on direct indexing by integrating tax loss harvesting, ESG preferences, and quantitative equity factors. He…
Marlena Lee on Factor Investing, Market Insights, and Smarter Diversification
Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors, explains how her team bridges investment research with client needs through systematic, evidence-based approaches.…
Decoding Investor Behavior and Avoiding Mistakes with Peter Lazaroff
Welcome to the Financial Thought Exchange, where we bring you insights from the brightest minds in finance! In this episode, recorded live from the CFA Institute Annual Conference in Chicago, we are…
Energy and Tech Expert Mark Mills Reflects on AI and the Next Industrial Revolution
In this podcast episode, Mark Mills, a physicist, energy expert, and "tech guru," argues that the hype around AI is justified but misunderstood, emphasizing its roots in statistical inference (which…
Mark Mills on the Need for Abundant Energy and Rational Tradeoffs between Economy & Environment
In this episode of Financial Thought Exchange, host Larry Siegel interviews Mark Mills, a physicist turned energy and tech expert. Mills argues that there has never been a true energy transition,…
Robo-Advisors vs. AI in Financial Planning: What You Need to Know
In this episode of the Financial Thought Exchange podcast, Jason Pereira, host of the Fintech Impact Podcast and an advisor to technology and AI startups, delves into the evolving landscape of…
Private Credit Panel: Is There an Oversupply of Capital?
A lively debate on the state of the private credit market, recorded live from the CFA Institute Annual Conference! Financial historian Mark Higgins and alternative investment strategist Alfonso…
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