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Financial Thought Exchange Podcast

Financial Thought Exchange Podcast

Written by: CFA Institute Research Foundation
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The Financial Thought Exchange Podcast offers listeners invaluable insights from top financial thought leaders across various sectors. Whether you're a financial analyst, investor, or simply interested in the "inside baseball" of the financial world, this podcast provides access to some of the most influential people shaping the industry. Brought to you by the CFA Institute Research Foundation, the Financial Thought Exchange is your go-to resource for staying informed and gaining a deeper understanding of the finance industry's most pressing topics. Tune in for interviews with industry pioneers, expert analyses, and actionable insights you can apply in your own financial journey. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research If you would like to support the show and our work, please use the donation link below: https://rpc.cfainstitute.org/en/research-foundation/donateCopyright 2025 CFA Institute Research Foundation. All rights reserved. Economics Management Management & Leadership Personal Finance
Episodes
  • Dr. William J. Bernstein on Economic Growth, Passive Investing & Retirement Realities
    Dec 11 2025

    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 infrastructure. They examine cultural influences on economic growth, the Henrich hypothesis on trust, and the future of globalization. Bernstein shares his philosophy on passive investing, liability-matching portfolios, and why TIPS matter for retirees. He also previews a new book with Ed McQuarrie that challenges assumptions about long-term stock returns. A deep dive into history, markets, and strategies for financial security.

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    50 mins
  • De-risking Global Pension Systems with David Knox, PhD
    Nov 13 2025

    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 De-risking Global Pension Systems. Knox explores the complexities of global pension structures, the shift from defined benefit to defined contribution plans, and the growing reliance on private pensions. He discusses demographic pressures, funding challenges, and the importance of governance, regulation, and communication in securing retirement outcomes. A timely conversation for professionals navigating the future of pension policy and retirement planning.

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    26 mins
  • Leadership, Storytelling & Investing: Insights from Sébastien Page, CFA
    Oct 9 2025

    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 Beyond Diversification and The Psychology of Leadership, Page shares how storytelling enhances financial education, the importance of resilience in investing, and how personality traits like openness and agreeableness shape portfolio management. He also reflects on goal-induced blindness, the underrated skill of quitting, and the deeper meaning behind active management. A must-listen for finance professionals and aspiring leaders.

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    31 mins
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