Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

Financial Thought Exchange Podcast

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by CFA Institute Research Foundation

54 episodes

Updated Weekly

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Podcast Overview

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

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Publishing Since

3/12/2024

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Recent Episodes

July 16, 2026

Index Construction and Fundamental Indexing with Rob Arnott

Rob Arnott joins Lotta Moberg, PhD, CFA, to continue their conversation on indexing, focusing on how index construction decisions shape outcomes for investors. Arnott examines the hidden effects of index membership, including how inclusion can influence valuations and create structural buying pressure, and why traditional market‑cap approaches may embed unintended biases. He introduces alternative approaches such as fundamental indexing, explaining how weighting by economic size rather than price can change portfolio behavior and return profiles. The discussion also explores turnover, momentum, IPO dynamics, and practical ways to think differently about benchmarks and passive investing. Arnott offers a perspective that challenges conventional definitions of "passive," encouraging a more critical view of how indices are built and used.

July 9, 2026

The Active Side of Indexing with Rob Arnott

Rob Arnott joins Lotta Moberg, PhD, CFA, to discuss the ideas behind The Active Side of Indexing and challenge common assumptions about passive investing. Arnott explains why traditional market‑cap indices are not as passive as they appear, highlighting how index construction and rebalancing can lead to systematically buying high and selling low. The conversation examines the impact of index inclusion and deletion, turnover dynamics, and overlooked trading costs, as well as the implications for long‑term performance. Arnott also explores momentum, mean reversion, and the growing influence of index funds on market structure, offering a fresh perspective on how investors should think about benchmarks, efficiency, and the relationship between active and passive strategies.

June 25, 2026

Quantitative Investing with Petter Kolm, PhD, and Gordon Ritter, PhD

Petter Kolm, PhD, and Gordon Ritter, PhD, join Lotta Moberg, PhD, CFA, to continue their discussion on quantitative investing, focusing on model design, implementation, and real‑world application. The conversation explores how quantitative strategies are refined in practice, the challenges of working with financial data, and the balance between theoretical rigor and practical constraints. Kolm and Ritter also discuss evolving market conditions, sources of edge, and how practitioners can think critically about models, performance, and risk. The discussion highlights the importance of adaptability and disciplined decision‑making when applying quantitative approaches in dynamic markets.

54 total episodes available

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Frequently asked questions

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What is Financial Thought Exchange Podcast?: 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
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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