All Episodes
The Investors First Podcast — 101 episodes
Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Joe Davis, Vanguard – An Economist Crossing the T
Rick Rieder, BlackRock – Rieder, Riting & Rithmetic
Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90's
Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas
Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders
Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy's Playbook
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal
Mike Thrasher, Modus - Family Office 101
Herb Greenberg – Red Flags
John Bowman, CAIA Association – Alternative Investing in 2035
Tom Lee, Fundstrat – 2025 Market Outlook
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
Marlena Lee, PhD – Fama, Factors & Women in Finance
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF's
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
Ali Hamed – Contrarian Early-Stage Investing
Dr. Meir Statman – A Diversified Measure of Wealth
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
Vikram Mansharamani on Developments to Watch Over the Next Five Years
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
Daffy's Adam Nash on Disrupting DAF's (Donor Advised Funds)
Aswath Damodaran: Unmasking ESG
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Peter Atwater – Diversifying by Sentiment
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan's Geopolitical Framework
NewEdge Wealth's Cameron Dawson on the State of the Markets
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
David Berns & Mike Taylor, Simplify: Finance for a Cure
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
Ranji Nagaswami, SVP Global: A Primer on Private Credit
Samir Vasavada, Vise: Automating Wealth Management
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
Chris Arnade: Dignity: Seeking Respect in Back Row America
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
Jason Zweig, The Wall Street Journal: Traders vs. Investors, "Conflict-Free" Advice & Investing Heroes
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment
Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry
Cliff Asness, AQR: Fama, Quant & Captain America
Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise
Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices
Jerry Parker, Chesapeake Capital: Tampa's Turtle Trader
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing
Bill Brewster, CFA: Value, Robinhood and #FinTwit
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL
Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow
Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell's BBQ, and Ponzi Schemes
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
Rob Forsyth and Frank Garcia, CFA: ETF's and Their Role in Markets During Uncertain Times
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA
Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta
Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation
Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery
Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy
Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again