Guiding Assets

Guiding Assets

Hosted by Mike Wallberg and Kevin Max and Mona Naqvi · CFA Institute

4.5from 112 ratings

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68Podcast AuthorityScore out of 100 · How it is scored
613
Episodes
61
Transcribed
112
Ratings
Bi-weekly
Cadence
2007
First episode

About Guiding Assets

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

Publisher
CFA Institute
Category
business · business
Language
en
Explicit
No
First episode
14 Nov 2007
Latest episode
15 Oct 2026
Apple PodcastsSpotifyWebsiteRSS feed

Latest episodes

61 of 613 episodes have a transcript.

  1. 15 Oct 2026TRANSCRIPT

    Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks?

  2. 1 Oct 2026TRANSCRIPT

    Mark J. Higgins: Are Speculative Supply Chains Fueling Private Credit?

  3. 15 Sept 2026TRANSCRIPT

    Eddie Perkin, CFA: How to Outthink Investment Biases

Inside a recent episode

Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks?

Published 15 Oct 2026 · Transcript excerpt

[…] What questions they should ask? Well, first of all, they need to make sure that they're comparing like with like. So... Is one number before fees and the other one after fees? And or is one using borrowed money to boost returns and the other is not? Then they should also ask how much of that income is real cash coming in versus interest that is just being added to the loan balance rather than being paid out. They should also ask, I think after that, How risky are the actual companies borrowing the money? And how much real protection does the loan paperwork give lenders? And what fees are also stacked on top? […]

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Who has been a guest on Guiding Assets

Names identified in recent episode analyses. Showing up to five guests.

  • Cheryll-Ann Wilson
  • Mark J Higgins
  • Eddie Perkin
  • Irina Bevza
  • Genevieve Hayman

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)
4.4 / 5
95 ratings
Spotify
4.8 / 5
17 ratings

Podcast Authority Score: 68 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality
96
Social presence
0
YouTube
0
Engagement
97

Contact Guiding Assets

Guest appearances
Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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Questions about Guiding Assets

Who hosts Guiding Assets?

Mike Wallberg and Kevin Max and Mona Naqvi host the show. Published by CFA Institute.

How often do new episodes come out?

The show publishes bi-weekly, based on its RSS feed.

Does Guiding Assets take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

61 of 613 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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