Financial Perspectives

CFA Society San Francisco

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About

“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights. This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The co...

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Recent episodes

  • Opportunity Zones 2.0: What Real Estate Investors Need to KnowOct 27, 2026 · 10 min
  • The New Rules of Finance: Regulation, AI, Crypto, and MarketsSep 29, 2026 · 24 min
  • Navigating Concentrated Stock Risk in a Tech-Driven MarketMay 26, 2026 · 12 min
  • The Sustainability Standard: How Climate Risk Is Rewriting FinanceApr 28, 2026 · 16 min
  • AI, Junk Rallies, and Policy: Why Emerging Markets are Surging w/ Pooja MalikMar 31, 2026 · 14 min
  • Keeping Trends on Your Side: A Technical Approach to 2026 Markets w/ Katie StocktonFeb 24, 2026 · 14 min
  • Beyond 60/40: Private Markets on the RiseJan 27, 2026 · 12 min
  • Decoding Today's Markets: Signals, Shifts, and Smart Positioning w/ Benjamin ArmelliniNov 25, 2025 · 12 min
  • Beyond the Chatbot: AI and ML Investment Trends w/ Asad MalikOct 28, 2025 · 9 min
  • Beyond the Classroom: Navigating Finance Careers w/ Jaycob ArbogastSep 30, 2025 · 15 min

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