The Investors First Podcast

The Investors First Podcast

The award-winning* Investors First Podcast is affiliated with CFA Society Orlando, a chapter of the CFA Institute. We interview Founders, CEO’s, CIO's, GP's and more to discuss timely and relevant topics in the investment profession. We pride ourselves on having no advertisements or revenue objective (the host is not compensated, nor are guests) and seek to help investment professionals in Florida, the Americas, and beyond to be a more informed advisor/consultant/investor, all while never forgetting to put investors first.

Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Howard Marks, Federal Reserve Bank President Raphael Bostic (ATL), Dr. David Kelly, Dr. Aswath Damodaran, Dr. Campbell Harvey, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Rob Arnott, Michael Mauboussin, Peter Zeihan, and Meb Faber.

*The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast.

Recent Episodes

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Herb Greenberg – Red Flags
March 6, 2025

Herb Greenberg – Red Flags

For 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...
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John Bowman, CAIA Association – Alternative Investing in 2035
Feb. 6, 2025

John Bowman, CAIA Association – Alternative Investing in 2035

For 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 ), both of whom put investors...
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Tom Lee, Fundstrat – 2025 Market Outlook
Jan. 2, 2025

Tom Lee, Fundstrat – 2025 Market Outlook

To 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...
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Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
Dec. 5, 2024

Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns

Today’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...
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Marlena Lee, PhD – Fama, Factors & Women in Finance
Nov. 14, 2024

Marlena 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...
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Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Oct. 17, 2024

Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

Today’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...
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