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Formerly 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, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

May 24, 2023

Join us for a celebratory trip down memory lane as we mark the 500th episode of Guiding Assets! This little show we started all the way back in 2007 has now survived a dozen hosts, two financial crises, and a pandemic. We will look back at the history of the show and welcome back some familiar voices to share their favorite clips from memorable episodes. 

A huge thank you to all the listeners who have been with us for all these years. And to everyone who has contributed their talents to make this show happen. Happy 500 everyone!


--------- EPISODE CHAPTERS ---------

(0:00:13) - Celebrating 500 Episodes of Guiding Assets (6 Minutes)

We take a trip down memory lane to celebrate our 500th episode. We hear from some familiar voices as we trace back to the origin of the show in 2007. We get a glimpse of our early days of podcasting, discussing the challenges of creating episode content from one of our original hosts, Rob Gowen, CFA. 

(0:06:43) - Mike Walberg, CFA (6 Minutes)

Mike shares some thoughts on the show and his favorite episodes. 

(0:12:59) -  Lauren Foster (5 Minutes)

Host Lauren Foster also stops by to catch up and share some thoughts.

(0:18:22) - Closing(1 Minutes)

We close out with Mitch thanking all the people who have contributed to the show over the years. 

---Links to full episodes of highlight clips------

William N. Goetzmann: Finance and Human Progress - Two Sides of the Same Coin

John Bogle: Reflections on 40+ Years in the Finance Industry

Peter Zeihan: The New World (Dis) Order

Jan Van Eck: History and Investing - Gold, ETFs, and Alexander Hamilton