Research Foundation

#AI is changing how financial decisions are made, but can it truly think? Dr. Philip Maymin joins the Financial Thought Exchange to explore the power and limits of AI in markets, risk, and even sports betting: https://t.co/E4Z118l1xk

50 years after Stocks, Bonds, Bills, and Inflation first launched, Roger Ibbotson’s research still shapes #investing. 📊 From risk premiums to asset allocation, he breaks down what really drives long-term returns and why patience, not panic, wins. Don’t miss this insight! https://t.co/bkxGLxDFBN

Cliff Asness built AQR Capital by challenging conventional wisdom—including Nobel laureate Eugene Fama’s efficient market theory. He shares lessons from the dot-com bubble, #market inefficiencies, and the role of momentum in #investing: https://t.co/bI8yn5i8N7 https://t.co/SgWd9FMThB

Investing feels risky? Try walking a tightrope over the Grand Canyon. Economist Allison Schrager explores risk in unexpected places — big wave surfers, paparazzi, and brothel workers — to reveal universal lessons for #finance & #investing. 🎥 Watch now: https://t.co/9iq9Pve6os https://t.co/R0Kl0ccmdz

In this FTE series, Thomas Idzorek, CFA & Paul Kaplan, CFA, explore life-cycle #finance — a research-backed approach shaped by Nobel-winning #economists. 🎥 Watch Ep. 1: https://t.co/kpJwG9iI8J https://t.co/VwGQ48QjQK

Portfolios change. Markets shift. Careers evolve. So why is #financialplanning often stuck in a single-period mindset? This book introduces a holistic, multilevel model to help #investors make smarter, lifelong decisions. Learn more: https://t.co/dr1mUEbLcV https://t.co/scDsCDAOq4

In this episode of the FTE, Lotta Moberg, CFA, and Brian Singer, CFA, discuss rethinking traditional risk metrics, the role of time horizons in #investing, and how considering levels of entrepreneurship can create more effective strategies. 🎙️Watch: https://t.co/cQSHTJpDRQ 📖Read: https://t.co/93TBjNriGq

Our latest brief explores how every #investor, whether active or passive, shapes markets and outcomes. Deep dive into entrepreneurial thinking, the role of time horizons, finding balance, and more: https://t.co/FJnqxaN3Zu https://t.co/GYHcEq7HYT

Tech is transforming asset management. As passive funds dominate, hyper-managed portfolios go further — unbundling investments, optimizing taxes, and personalized strategies. Learn more about this shift: https://t.co/PfpuToCSgj #Fintech https://t.co/oM1CXEg5yz

ICI data shows passive funds again dominated inflows in 2024, but the evolving market could revive active strategies. Are you ready for portfolios that blend the best of both? https://t.co/PfpuToCSgj #InvestmentTrends https://t.co/hBdWl50KiA

Hey everyone, don't forget to subscribe to our YouTube channel! https://t.co/dGOR7is72G Subscribe and never miss another episode of Financial Thought Exchange again! #CFA #CFAI #CFAIResearchFoundation #FinancialThoughtExchange

It's that time of the week CFAI Research Foundation family! A brand new episode of Financial Thought Exchange to enjoy over the weekend: https://t.co/Is5Vp9v8QF This week, host Lotta Moberg is joined by Dr. William Hardin to discuss the importance of education in finance. Enjoy!

Hey CFA family, here's a brand new episode of Financial Thought Exchange: https://t.co/KlZ6RMVzVa In this episode, host Lotta Moberg is joined by Philip Maymin to discuss the future of AI in the finance industry. Happy listening! #AI #FutureofAI #CFA #finance #podcast

Hey CFAI Research Foundation family, got a brand new episode of Financial Thought Exchange for you! In this episode, Will Goetzmann joins host Larry Siegel to discuss the intriguing topic of financial archeology: https://t.co/PyIUPL0ssD Happy listening! #finance #archeology

TGIF! Got a brand new episode of Financial Thought Exchange for you to ease those weekday troubles: https://t.co/gluvGhtucF In this episode, Joseph Simonian joins host Lotta Moberg to discuss why model validation is vital to the financial industry. Enjoy! #financepodcast #CFA

In case you missed it, we released a new episode this Saturday. Be sure to check it out on YouTube! https://t.co/dGOR7is72G #CFA #CFAInstitute #podcast #businesspodcast #financepodcast #financialplanning #financialadvice

Here's a brand new episode of Financial Thought Exchange for your weekend perusing: https://t.co/jcAS8x9zsY Host Larry Siegel is joined by Bill Sharpe & Marty Leibowitz to discuss equity risk premium, spending rates, and investment strategies for retirement. Happy listening!

Finally the weekend😎 Here is a brand new episode of Financial Thought Exchange for your enjoyment: https://t.co/XfOzZGF3Uo Host Lotta Moberg is joined by Mark Kritzman to discuss Relevance-Based Prediction as an alternative to machine learning. Happy listening! #CFA #podcast

Like our podcast Financial Thought Exchange? Don't forget to subscribe on YouTube so you can stay up to date on the latest episodes! https://t.co/dGOR7is72G Listening is a great way to start your work week off strong 💪 #CFA #financialpodcast #businesspodcast #finance