CFA UK

In the latest episode of the CFA UK Future Proofing Finance, hosts Ben Ashby, ASIP and Tom Threlfall, CFA celebrate their milestone 21st episode with a very special guest - our very own Gerhard Sogl, Head of Content Strategy and Analytics, CFA UK.

Gerhard brings his decades of experience in emerging markets, trading, and financial education to discuss his new paper on emotional liquidity, The Cost of Holding On, and why the best decisions investors can make under emotional stress aren’t necessarily the ones that will deliver the best returns. 



Also in this episode:

- How Gerhard transitioned from FX and bond trading to content and financial education at CFA UK
- Why inflationary and uncertain markets change investors emotional behaviour
- Two trading blowups that shaped Gerhard’s approach to emotional liquidity
- Why opportunity cost can often be much larger than the visible loss
- A practical mental model for managing your emotional liquidity in difficult situations

Tune into this special episode to hear what happens when liquidity disappears, why emotional discipline matters as much as technical skill, and how traders and investors should manage their emotions as well as their portfolios.

In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby, ASIP and Tom Threlfall, CFA are joined by Jonathan Man, CFA, Head of Alpha Strategies, Bitwise, to explore how decentralised finance (DeFi), stablecoins, and crypto infrastructure are reshaping the future of asset management and financial markets.

Jonathan explains his transition into crypto, unpacks the innovations that have emerged from DeFi, and discusses why technologies such as vaults, stablecoins, and programmable finance could transform investment management.

In this episode:
How stablecoins are driving the next wave of digital finance
Why vaults could become the "ETF 2.0" for asset management
The changing landscape for crypto venture capital
Tokenisation and the convergence of traditional and digital assets
Practical advice for finance professionals looking to understand crypto

Listen to find out what the future of decentralised finance looks like, and how digital assets could redefine the next generation of financial services.

In the latest episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby, ASIP and Tom Threlfall, CFA sit down with Dr. Valeria Raffuzzi, Research Associate, University of Cambridge, to explore the evolving role of nuclear energy in the global transition to net zero.

Dr. Raffuzzi explains her transition from renewables to nuclear engineering, explaining along the way why Western infrastructure projects face high costs and delays due to regulatory hurdles, political issues, and supply chain complexities.

The episode also explores:
Drivers of the "nuclear renaissance" and global power demand
Small Modular Reactors (SMRs) for cost-effective scalability
Technical and economic hurdles for fusion energy
Nuclear cost and sustainability misconceptions

Tune in for a thought-provoking conversation on the future of nuclear energy, the realities of decarbonisation, and the opportunities and risks ahead for investment professionals.

In the latest episode of CFA UK’s In Conversation podcast, host Anita Brown speaks with David Carlin, founder of D.A. Carlin and Company, to explore the intersection of artificial intelligence (AI) and sustainable finance and the opportunities and risks it presents for the financial sector.

David outlines the environmental costs of advanced AI, from data centre energy use to model training, and focuses on the importance of establishing ethical AI governance focused on transparency and accountability. They also discuss tracking emissions and evaluating net-zero strategies using AI, all while avoiding automated groupthink and prioritising human judgement when making complex decisions.

Tune in for an insightful discussion on innovation, responsibility, and the evolving role of AI in shaping the future of finance.

In this episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA speak with John Reade, Senior Market Strategist at the World Gold Council. John shares his 40-year career journey from mining engineer to market strategist, and explains the evolving landscape of gold markets for investors.

Explore:
Gold’s value as a portfolio diversifier
The impact of gold-backed ETFs on investor access
Central bank reserve strategies and demand for gold
Physical storage considerations and market dynamics
Comparisons between gold and Bitcoin

Tune in for an insightful conversation on gold markets, investment strategy, and the evolving role of gold in your investment portfolio.