Podcast

Episode #1 How to become a top Wall Street analyst?

Top ranked Wall Street analyst, Bryan C. Hunt, CFA talks about how you can position yourself to become a successful professional on Wall Street, the importance of the Research Challenge, pursuing the CFA designation, and much more!

Michael Falk, CFA, a partner at the Focus Consulting, applies the lessons he learned as a competitive baseball pitcher to investment teams and discusses the importance of creating a sell discipline for losers and winners in an investment portfolio, his many writing projects, and living with ALS, or Lou Gehrig’s disease. ____

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►Transcript: https://cfainst.is/3loZLxT

►Email us for comments, questions, or appearance requests:[email protected] ____

Topics discussed: 2:10 Michael’s love for baseball and lessons to learn from the sport 4:33 Becoming a better listener 8:05 Sell discipline 11:11 When to retire and succession planning 15:17 Michael’s article, Everything You Want to Know About Investing 18:30 Michael’s new paper on stakeholder capitalism 21:25 Bitcoin: how should investors be thinking about cryptocurrencies 25:30 Michael’s thoughts on blockchain technology 27:28 Michael’s clinical trial 34:28 Embracing vulnerability 38:08 Flight or invisibility?

Related articles and links:

Everything You Need to Know About Investing https://www.iwmonitordigital.com/iwmonitor/november_december_2020/MobilePagedArticle.action?articleId=1652473&app=false&cmsId=3881786#articleId1652473 Crypto Dreamin’? The Good, the Bad, and the Ugly https://blogs.cfainstitute.org/investor/2020/06/16/crypto-dreamin-the-good-the-bad-and-the-ugly/

Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality https://blogs.cfainstitute.org/investor/2020/09/15/michael-s-falk-cfa-on-safety-nets-trampolines-and-opportunity-equality/

Drug May Extend A.L.S. Patients’ Lives by Several Months, Study Finds https://www.nytimes.com/2020/10/16/health/ALS-treatment.html

Brené Brown’s TED talk, The Power of Vulnerability https://www.youtube.com/watch?app=desktop&v=iCvmsMzlF7o

John Hodgman on This American Life ep.178 https://www.thisamericanlife.org/178/superpowers/act-one-0

HBR video “Five Whys” https://hbr.org/video/2189146765001/5-whys

HBR article The Contradictions That Drive Toyota’s Success https://hbr.org/2008/06/the-contradictions-that-drive-toyotas-success

This American Life ep. 178: Invisible Man Vs. Hawkman

CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/

Find Michael here: LinkedIn: https://www.linkedin.com/in/mlfalk/ Twitter: https://twitter.com/msfalk?lang=en

Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc

Connect with the Research Foundation: RF Showcase page: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5

CFA Society Chicago member Rich Excell, CFA, talks with Dean Curnutt, CEO of Macro Risk Advisors on what we learned from the GameStop saga, on the retail options trading phenomenon and on options market innovations over the last 25 years.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard 

Connect with Dean on LinkedIn https://www.linkedin.com/in/dean-curnutt-4060157/

MacroMinds Virtual Symposium https://macrominds.org/the-symposium/

Alpha Exchange Podcast https://alphaexchange.simplecast.com/

For more episodes go to www.cfachicago.org/podcasts