Insights from recent episode analysis
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Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇯🇵JP · Investing#9210K to 30K
- 🇳🇴NO · Investing#151500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
5.3K to 17K🎙 Weekly cadence·100 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
11K to 33K🇯🇵91%🇳🇴9% - Active Followers
Loyal subscribers who consistently listen
4.2K to 13K
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On the show
From 10 epsHosts
Recent guests
Recent episodes
The PE Guy, Unfiltered (Mostly)
Jun 4, 2026
Unknown duration
Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
May 14, 2026
Unknown duration
Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Apr 2, 2026
38m 41s
Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Mar 5, 2026
1h 09m 37s
Joe Davis, Vanguard – An Economist Crossing the T
Feb 6, 2026
58m 01s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/4/26 | The PE Guy, Unfiltered (Mostly) | In today's episode, we welcome the PE Guy, whose real name is Johnny Hilbrant Partridge. The PE Guy character was started in early 2025 after capitulating from years of ridiculous travel and lifestyle stories from folks in finance, but particularly, private equity. He is certainly making his rounds in the CFA community, and we quickly realized he would be a great guest on our podcast (due to his role in PE, Private Equity, as the PE Guy often says in his skits). We cover Johnny's start with the Ellen DeGeneres show, then his sudden fame as a Soul Cycle Instructor, and then becoming a content creator. We discuss why he picks on private professionals more than any other position in finance, how he strikes the balance between making the PE Guy unlikeable yet charismatic, and a behind-the-scenes look at what goes into the PE Guy. We then dive into social media influencer platforms and how he manages each of them. We also talk about how financial firms should pay attention to unique content, instead of traditional advertising. Last, and certainly not least, the PE Guy makes a brief appearance in character, asking him where he summers, to his thoughts on the best golf courses in Florida, to where he stations his yacht in the Mediterranean, and much more. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA(CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: Due To My Role Podcast – Apple/Spotify Follow PE Guy: Instagram, TikTok, LinkedIn, Facebook | — | ||||||
| 5/14/26 | Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective | In today's episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm's global macro views and portfolio construction frameworks. Mike has a law degree from Yale and a bachelor's degree from Dartmouth. Mike brings a unique perspective to markets, having served in the Obama White House before joining BlackRock as their Global Chief Investment Strategist, followed by another stint at the White House with the Biden-Harris Administration and back to BlackRock in 2024. While in government, he worked closely on economic policy at the highest levels and completed much of the CFA Program during his first turn at the White House. In this conversation, we revisit Mike's journey, explore how BlackRock is thinking about today's evolving macro regime, and discuss the BlackRock Investment Institute before pivoting to portfolio construction in a world where stock-bond diversification is less reliable. We also dive into the growing role of hedge funds and alternatives as investors navigate higher volatility, geopolitical fragmentation, and structurally higher rates. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA(CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: BlackRock – BlackRock.com BlackRock Investment Institute - https://www.blackrock.com/corporate/insights/blackrock-investment-institute | — | ||||||
| 4/2/26 | Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity✨ | cybersecurityZero Trust+3 | Danny Jenkins | ThreatLockerForbes Technology Council | Central FloridaOrlando | cybersecurityZero Trust+5 | — | 38m 41s | |
| 3/5/26 | Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha✨ | Tax Alphataxable investors+3 | Brent Sullivan | The Tax Alpha InsiderBasis Northwest+1 | SeattleCornell University+1 | Tax Alphataxable investors+3 | — | 1h 09m 37s | |
| 2/6/26 | Joe Davis, Vanguard – An Economist Crossing the T✨ | Vanguard historyinvestment strategy+4 | Joe Davis | VanguardDuke University+3 | — | VanguardJoe Davis+6 | — | 58m 01s | |
| 1/8/26 | Rick Rieder, BlackRock – Rieder, Riting & Rithmetic✨ | financeinvestment strategies+4 | Rick Rieder | BlackRockEmory University+6 | — | Rick RiederBlackRock+6 | — | 49m 42s | |
| 12/4/25 | Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90's✨ | artificial intelligenceinvestment strategies+4 | Kevin Shea | BNY MellonMerrill Lynch Investment Management+1 | BostonU.S.+1 | AIinvestment+6 | — | 1h 01m 44s | |
| 11/6/25 | Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor✨ | emerging markets investingpersonal and economic freedom+4 | Perth Tolle | FidelityAlpha Architect+2 | ChinaRussia+2 | Freedom 100emerging markets+5 | — | 50m 04s | |
| 10/2/25 | Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas✨ | wealth managementfinancial advisory+3 | Marty Bicknell | MarinerCFA Society Orlando+1 | Kansas | wealth advisoryfinancial solutions+3 | — | 48m 09s | |
| 8/7/25 | Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders✨ | housing markethomebuilding+4 | Matt Orosz | Trinity Family BuildersRoyal Oak Homes+3 | Central Florida | homebuildinghousing market+5 | — | 56m 31s | |
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| 7/10/25 | Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy's Playbook✨ | investment strategycapital allocation+3 | Chris Hyzy | Bank of America Private BankMerrill Lynch+4 | — | investment strategycapital allocation+5 | — | 1h 05m 06s | |
| 6/5/25 | Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal✨ | economicstariffs+3 | Alejandra Grindal | Ned Davis ResearchCFA Society Orlando+5 | FloridaFlorida State University | Alejandra GrindalNed Davis Research+4 | — | 49m 22s | |
| 4/10/25 | Mike Thrasher, Modus - Family Office 101 | In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conversation touched on investment management within family offices, the mystique and challenges of maintaining privacy, and the psychological factors, including family dynamics and governance. We also highlighted trends such as technological advancements, charitable involvement, and interest in unique investments like art and collectibles. Furthermore, the discussion emphasized the importance of journalism's role in bringing transparency and information to this evolving sector, with insights into Mike Thrasher's new company, Modus, which focuses on family office content. Mike Thrasher is Founder & Editor of Modus News, a newsletter for family-office professionals. His background includes two stints at Institutional Investor, time with Pensions & Investments as a Senior Reporter, as well as time at WealthManagmeent.com. Our host today are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Please enjoy the episode. Follow us on Twitter & LinkedIn. | — | ||||||
| 3/6/25 | Herb Greenberg – Red Flags | For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb's career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Florida and attended the University of Miami. Herb's energy and curiosity are up there with anyone we have interviewed in the history of this podcast. In today's episode, we cover a wide range of topics, starting with Herb's successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what are his top red flags today, along with much more. Today's hosts are Steve Curley, CFA (Founder/Co-Managing Principal, 55 North Private Wealth) & co-hostChris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · Substack: https://substack.com/@herbgreenberg · Site: herbgreenberg.com | — | ||||||
| 2/6/25 | John Bowman, CAIA Association – Alternative Investing in 2035 | For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can't say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 and we thought it would be great to hear his vision for where alternative investing is headed over the next decade. John is a speaker, writer, commentator and frequently keynoting industry conferences and has been featured in the WSJ, NYT, Pension and Investments, Financial Advisor, CNBC and more. John earned a BS in Business Administration from Mary Washington College and is a CFA charter holder, which is how we have known John for so long. In this episode, we discuss past CEO Bill Kelly, miles traveled over the past year, the future of CAIA, liquidity budgets for investors and how to size an allocation to alternatives, the private/public convergence, tokenization of private assets, and more. Today's hosts are Steve Curley, CFA (Founder & Co-Managing Principal of 55 North Private Wealth) & co-host Kevin Laake, CFA, CAIA (Team Lead at Mariner Institutional). Both of us are past Presidents of CFA Society Orlando. It is worth noting that Kevin serves as a Chapter Executive for CAIA Florida, which is why I thought he would be great as a co-host for this episode. Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · From Vision to Action: CAIA's CEO on Shaping Tomorrow's Industry (https://caia.org/blog/2025/01/14/vision-action-caias-ceo-shaping-tomorrows-industry) · Capital Decanted Podcast (https://caia.org/capital-decanted-podcast) · Caia.org · CFA stackable program (https://caia.org/stackable) | — | ||||||
| 1/2/25 | Tom Lee, Fundstrat – 2025 Market Outlook | To kick off year six of the Investors First Podcast, today's guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in Economics from the Wharton School and is a CFA charter holder. In this episode, we discuss where the S&P 500 will end up in 2025 and areas of the market Tom likes in 2025. Tom discusses bitcoin and how it should be valued relative to gold. We talk about AI and its impact on the market, but more importantly, the importance of ethics as it relates to AI. We also discuss DOGE (which hasn't been discussed since Truman in the 40's), why more basketball players should shoot free throws underhand, and how he developed the granny shots strategy. Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Drew Papke, CFA (Director, Private Bank Investments at Fifth Third Bank). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · FundSrat: https://fundstrat.com · Complimentary Research: fsinsight.com · Granny Shots: https://fsinsight.com/members/stock-lists/?category=granny-shots-stock-list · Book rec: The Coming Wave (By: Mustafa Suleyman) | — | ||||||
| 12/5/24 | Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns | Today's guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several funds, including the PIMCO All Asset and RAE™ funds. Throughout his career, Rob has challenged conventional financial wisdom and pioneered strategies such as tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach. Before founding Research Affiliates in 2002, Rob was chair of First Quadrant, LP, global equity strategist at Salomon Brothers, and CEO of TSA Capital Management. He has published over 150 articles and won numerous awards, including eight Graham and Dodd Scrolls awarded annually by the CFA Institute. Rob also received the 2013 William F. Sharpe Indexing Lifetime Achievement Award. Rob holds a summa cum laude BS in economics, applied mathematics, and computer science from UC Santa Barbara. (Note: bio condensed by ChatGPT). In this episode, Rob gets us current since he last visited us in Orlando last February, with everything from market returns to the returns impact pre and post-election. We officially welcome Rob as a Florida resident, we discuss the beginning of Research Affiliates, along with indexes dumping stocks and the contrarian launch of his new ETF, NIXT, expected returns, AI and its impact on white-collar professionals, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Javier Perez, CFA (Director, BlackPoint Capital), both of us are Past Presidents of CFA Orlando. Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: Link: Expected Returns Interactive Tool Research Affiliates: https://www.researchaffiliates.com/ NIXT ETF: https://nixtetf.com/etf/ | — | ||||||
| 11/14/24 | Marlena Lee, PhD – Fama, Factors & Women in Finance | Today's guest is Marlena Lee. Marlena is Dimensional Fund Advisor's (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA's Investment Research Committee. Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known for successfully applying academic research to practical investing. Prior to her time at DFA, Marlena served as Co-Head of Research, directing the firm's global research agenda. Marlena was a teaching assistant for Nobel laureate Eugene Fama at the University of Chicago Booth School of Business. She holds a PhD and MBA from Chicago Booth, an MS in agricultural and resource economics, and a BS in managerial economics from UC Davis. (ChatGPT generated Bio) In this episode, we start by covering Marlena's academic journey as a TA with Nobel Laureate Professor Gene Fama at the University of Chicago. We pivot to the investment side with a discussion about the Magnificent 7 and what is driving US market performance, an update on factor investing, a brief history of Dimensional Fund Advisors (DFA), small c(r)ap investing, the use of Russell 2000 as a benchmark and the dwindling number of public names in US markets. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Christina Shaffer, CFA (Director of Fixed Income, AllGen Financial) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: https://www.dimensional.com https://www.dimensional.com/hk-en/bios/marlena-lee | — | ||||||
| 10/17/24 | Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets | Today's guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA's Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC. This is the second time we have had the privilege of hosting Marko, almost 4 years ago on the button. Marko is no doubt one of our favorite guests in the history of this podcast. In this episode, we cover the U.S. election, who will win and what America's foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American's homes, and getting us current on the last 4 years since the last time Marko joined us. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Links: https://www.bcaresearch.com https://www.bcaresearch.com/marketing/geomacro https://www.bcaresearch.com/marketing/report/gmac/what-geomacro/100026 Please enjoy the episode. | — | ||||||
| 9/5/24 | Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF's | Today's guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a CFA charter holder and is a member of CFA Society Philadelphia. In this episode, we start by covering Jeremy's charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnership they have had over the last couple of decades. We also dived into currency hedging in equity markets, the calculus behind launching a new ETF, his podcast and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. | — | ||||||
| 7/11/24 | Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill | In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves as an adjunct professor of finance teaching Security Analysis at Columbia Business School (since 1993), teaching essentially the same class that Ben Graham started teaching in 1920. Michael is chairman emeritus of the board of trustees of the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory. Mauboussin is best known for his influential books like "The Success Equation" and "Think Twice," which explore critical concepts such as the interplay of skill and luck in business and the power of counterintuitive thinking, which we will touch on in this episode. In today's episode, we cover a wide range of topics, including the ongoing public vs. private equity discussion, luck vs. skill as skill increases, stock market concentration, buybacks, valuation and advice for aspiring investment professionals. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com | — | ||||||
| 6/6/24 | Ali Hamed – Contrarian Early-Stage Investing | Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem. (concise bio courtesy of ChatGPT). In today's episode, we start with Ali's origin story, starting with his time as a baseball player and agriculture major at Cornell, and what led to him eventually saying the internet was his major in college (which you will see on his LinkedIn profile). I have witnessed Ali's differentiated view on investing in person and have enjoyed listening to his firm's approach, which in some cases, they are 1 of 1 in their space. We discuss whether it is better to have capital or a good investment idea first, the democratization of private market investing, funding YouTube creators, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. Follow us on Twitter & LinkedIn. | — | ||||||
| 5/2/24 | Dr. Meir Statman – A Diversified Measure of Wealth | Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better investment decisions. We were fortunate to have the opportunity to host Meir for an event before the pandemic, but this is the first time he has been on our podcast. Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem. It is worth noting that his research has been published in countless reputable academic journals and has been supported by the CFA Institute Reserarch Foundation, the National Science Foundation and the Investment Management Consultants Association (IMCA). In today's episode, we cover the different measures of wealth in a person's life and the case for diversification across the various measures of wealth one can have (financial, social, cultural, among others). We also discuss human capital as a measure of wealth, optimal vs. sensible portfolio management, overspending vs. underspending, self-actualization, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Frank Garcia, CFA (Founder, Frankly Finances). Please enjoy the episode. Follow us on Twitter & LinkedIn. Social Media: LinkedIn Post (and Facebook): New episode w/ Dr. Meir Statman, Professor of Finance at Santa Clara University, hosted by Steve Curley, CFA & Frank Garcia, CFA *Various measures of wealth a person can have *The healing power of multiple forms of wealth *Human capital as a measure of wealth *Optimal vs. sensible portfolio management *Overspending vs. underspending *Self-Actualization Enjoy! Insert link here Twitter Post: New episode w/ Dr. Meir Statman, hosted by Steve Curley, CFA & Frank Garcia, CFA. We discuss personal wealth beyond the numbers (well-being) with the authority on the topic. Show Notes: Santa Clara University: https://www.scu.edu/business/finance/faculty/statman/ New book: A Wealth of Well-Being Office Hours with Professor Meir Statman: A Crash Course in Behavioral Finance | — | ||||||
| 4/11/24 | Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC | Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They've made over 500 commitments to venture capital funds in the US, Europe, China and India. In today's episode, Sion gives a masterclass on what the data says about venture capital. We spend a lot of time on the importance of capturing the fund returners, why power laws drive venture returns, and what the global VC & startup landscape looks like today. Our co-hosts today are Frank Garcia, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL | — | ||||||
| 2/1/24 | Vikram Mansharamani on Developments to Watch Over the Next Five Years | Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today's episode, Vikram updates us on what's been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard, and then get into his new book, The Making of a Generalist. He gives a brief overview of the book and then apply his generalist lens to talk about his annual blog post that shares global developments he's keeping an eye on over the next five years. We touch on immigration, the space economy, AI, tensions between US & China, and more. Be sure to check out the show notes for all the related links we discuss in the episode. Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. Resources 24 Global Developments to Watch Over the Next Five Years Purchase his book, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World Read the intro to his book Drill, Baby, Drill! The Kai Guy Show Vikram's Recommendations Grant by Ron Chernow Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything Hardcover Brave New World by Aldous Huxley 1984 by George Orwell Grid Down, Power Up Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL | — | ||||||
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