In episode #239, The bond fund managed by Kathleen C. Gaffney, CFA, has an unconstrained mandate, allowing her to invest across asset classes and geographies. She discusses how she manages the risks inherent in investing in such a diverse mix of assets, as well as where she currently sees the most attractive investment opportunities.

In episode #238, Ron Rimkus, CFA, talks with Sheila C. Bair about her perspective on the financial crisis and the state of the financial system in 2014.

In episode #237, Paul Mills questions the conventional wisdom on debt.

In episode #236, Professor Adrian R. Bell is an expert in financial history. Listen to him discuss the origins of finance, its Medieval evolution, and, compare and contrast ancient and modern finance.

In episode #235, Kishore Mahbubani explains why he believes that Asia will dominate the 21st century.

In episode #234, Bernard Krooks, founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department, explains what long-term care is, how it can be covered, and why it’s important for clients to have an advance directive.

In episode #232, William Reichenstein, CFA, explains the key concepts of tax-efficient investing and how it affects an investment decision. He also suggests easy adjustments that a wealth manager can make that would have a big impact on the client.

In episode #231, Kai A. Konrad, Director at the Max Planck Institute for Tax Law and Public Finance, shares his views on the Eurozone including why Germany may not have the economic force necessary to save the Eurozone.

In episode #229, Dylan Grice, Director of Research at Edelweiss Holdings, explains the unintended consequences and implications of three decades of financial engineering by central bankers.

In episode #228, Scott M. Black explains his style of value investing, skills needed for success, what the future may hold for active management and tips on finding value in the art market.