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Financial Thought Exchange Podcast

by CFA Institute Research Foundation

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Latest episodes

Index Construction and Fundamental Indexing with Rob Arnott

July 16, 2026 · 45 min

Rob Arnott joins Lotta Moberg, PhD, CFA, to continue their conversation on indexing, focusing on how index construction decisions shape outcomes for investors. Arnott examines the hidden effects of index membership, including how inclusion…
The Active Side of Indexing with Rob Arnott

July 9, 2026 · 46 min

Rob Arnott joins Lotta Moberg, PhD, CFA, to discuss the ideas behind The Active Side of Indexing and challenge common assumptions about passive investing. Arnott explains why traditional market‑cap indices are not as passive as they…
Quantitative Investing with Petter Kolm, PhD, and Gordon Ritter, PhD

June 25, 2026 · 40 min

Petter Kolm, PhD, and Gordon Ritter, PhD, join Lotta Moberg, PhD, CFA, to continue their discussion on quantitative investing, focusing on model design, implementation, and real‑world application. The conversation explores how quantitative…
Risk, Models, and Financial Decision‑Making with Petter Kolm, PhD and Gordon Ritter, PhD

June 11, 2026 · 42 min

Petter Kolm, PhD and Gordon Ritter, PhD, join Lotta Moberg, PhD, for a conversation on quantitative models, risk, and financial decision‑making. The discussion examines how models are constructed and evaluated, the assumptions that…
Infrastructure Debt with Clements, Ricciardelli, Beckman and Le Bret

May 21, 2026 · 48 min

Philip Clements, CFA, Alfonso Ricciardelli, CFA, Matthieu LeBret and Simon Beckman join Will Goodhart (CFA Institute Research Foundation Board of Trustees), to discuss their recent brief on infrastructure debt and its growing role in…

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Designing Pension Systems for Emerging Markets with Seda Peksevim, PhD

April 30, 2026 · 36 min

Laurence B. Siegel hosts a conversation with Seda Peksevim, PhD, Founder & Managing Director of Pensión Research & Consulting and Lecturer at Sabancı University, on how pension systems must be designed differently in emerging market…
Hedge Funds Explained: Risk, Returns & Due Diligence with Stephen J. Brown, PhD

April 2, 2026 · 40 min

In this episode of the Financial Thought Exchange, Lotta Moberg, CFA, PhD, speaks with Stephen J. Brown, PhD, Emeritus Professor of Finance at Monash University in Australia and at the Stern School of Business at New York University, and…
How LLMs Transform Investment Workflows: Fine-Tuning, RAG & Agents with Francesco Fabozzi

March 12, 2026 · 43 min

In Part 2, Francesco Fabozzi, PhD—Managing Editor of the Journal of Financial Data Science—joins host Lotta Moberg, CFA, PhD, to explore how modern NLP and large language models are reshaping investment management. Building on the…
How NLP Evolved: From Word Counts to Transformers with Francesco Fabozzi, PhD

March 5, 2026 · 31 min

Francesco Fabozzi, PhD, Managing Editor of the Journal of Financial Data Science, joins Lotta Moberg, CFA, PhD to unpack how natural language processing matured into the powerful tool it is today. The discussion traces early…
Future Quantum Finance Applications & Risks with Oswaldo Zapata, PhD

February 10, 2026 · 29 min

In the concluding episode, Lotta Moberg, CFA, PhD and Oswaldo Zapata, PhD look toward the future of quantum computing in finance. They discuss potential high‑value applications such as optimization, option pricing, machine learning, and…
Quantum Computing Challenges in Finance with Oswaldo Zapata, PhD

February 3, 2026 · 29 min

Part 2 explores the technical hurdles shaping quantum computing's readiness for financial applications. Oswaldo Zapata, PhD and host Lotta Moberg, CFA, PhD discuss qubit quality, error rates, and why today's devices remain in the "noisy…
Quantum Computing Basics for Finance with Oswaldo Zapata, PhD

January 30, 2026 · 36 min

In Part 1 of this three-part interview, host Lotta Moberg, CFA, PhD, speaks with Oswaldo Zapata, PhD, co‑founder of the Quantum Finance Boardroom and contributor to the CFA Institute Research Foundation monograph AI in Asset Management…

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About the show

The Financial Thought Exchange Podcast offers listeners invaluable insights from top financial thought leaders across various sectors. Whether you're a financial analyst, investor, or simply interested in the "inside baseball" of the financial world, this podcast provides access to some of the most influential people shaping the industry. Brought to you by the CFA Institute Research Foundation, the Financial Thought Exchange is your go-to resource for staying informed and gaining a deeper understanding of the finance industry's most pressing topics. Tune in for interviews with industry pioneers, expert analyses, and actionable insights you can apply in your own financial journey. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research