Enterprising Investor

In episode #205, Peter Zeihan shares his analysis of economic and political implications of the rise of shale gas production in North America.

In episode #204, Anil Gaba, Professor of Risk Management at INSEAD Business School, describes some of the challenges and solutions for investors of taking investment decisions under conditions of uncertainty.

In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser's practice, and society.

In episode #201, Jalil Tarif, secretary general at the Union for Arab Securities Authority, explains the challenges and opportunities facing the securities regulators in the Arab countries.

In episode #202, Dr. Bassem I. Awadallah provides expert commentary on some of the findings of CFA Institute survey of investment professionals in the Middle East and North Africa (MENA) region which was done in Feb-Mar, 2013.

In episode #199, Robert Johnston addresses the prospects for the U.S. becoming a natural gas superpower and the global geopolitical and investment implications of the U.S. shale energy boom.

In episode #196, Mr. Anthony Yau, who has been managing portfolios in the A-shares market for several years at State Street Global Advisors as a senior portfolio manager and head of Asia emerging markets, discusses the issues and outlook of the domestic equity market in China.

In episode #198, Kent Osband offers that the mathematics of turbulence provides a mathematical framework for bridging modern portfolio theory's rationalism with behavioral finance's irrationalism.

In episode #197, Michael L. Mayo, CFA, discusses the state of corporate governance, whether he expects to see more shareholder activism, and how breaking up the mega-banks would unlock value for shareholders.

In episode #195, Jason Trennert of Strategas offers his sometimes contrarian outlook for equity markets while sharing insights on the European currency crisis and the prospects for inflation.