Enterprising Investor

Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting trade dynamics, Klement explains how global events feed through to inflation, interest rates, and asset valuations. The conversation also explores how investors can separate noise from signal, rethink international diversification, and incorporate assets such as commodities to better manage geopolitical risk. With markets increasingly shaped by policy and global tensions, Klement offers a practical lens for portfolio construction. Listen today to learn how to position portfolios in a more complex and interconnected world, and find Joachim's Research Foundation brief, The Geoeconomic Decade, on the CFA Institute Research and Policy Center website:  https://rpc.cfainstitute.org/research/foundation/2025/geoeconomic-decade. 

Creators and Guests

Host
Mike Wallberg, CFA
Financial services marketing executive by way of investment banking, stock analysis, institutional portfolio management, tv news production (CBC, Global), & content marketing. Award-winning journalist and host of CFA Institute’s flagship investment podcast, Enterprising Investor (top 10% of business podcasts globally). Add 10 yrs teaching Finance at night (CFA prep classes covering Economics, Equity Valuations, Risk Management, Derivatives / Alternative Investments, Portfolio Management) and an equity valuation course to students in SFU's Master of Financial Risk Management program.

What is Enterprising Investor?

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor 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.