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The Investors First PodcastAuthor: CFA Society Orlando
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor's First Podcast. Previous guests include Patrick O'Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing
Episode 108
Thursday, 27 August, 2026
David Booth is one of the most influential figures in modern investing. As the co-founder and Executive Chairman of Dimensional Fund Advisors, he helped bridge the gap between academic finance and real-world portfolio management, transforming decades of research into practical investment solutions for advisors and investors around the world. In this episode, David joins us as he approaches his 80th birthday, celebrates Dimensional's 45th anniversary and more than $1 trillion in assets under management, and prepares for the release of his new book, Stay Calm. We discuss the origins of evidence-based investing, the development of the CRSP database, lessons from the University of Chicago during the formative years of financial economics, and the founding of Dimensional alongside pioneering researchers including Gene Fama, Merton Miller, and Myron Scholes. We also explore implementation, trading flexibility, advisor-client alignment, market behavior, speculation versus investing, AI's future impact on innovation, and David's reflections on wealth, family, purpose, and what matters most after a lifetime in finance. Few individuals have done more to improve outcomes for investors worldwide, yet David remains remarkably humble, continually emphasizing science, discipline, and long-term thinking. 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: https://www.dimensional.com/us-en/who-we-are/leadership/david-booth https://www.dimensional.com/ New Book: Stay Calm (David Booth) – Link: https://www.amazon.com/Stay-Calm-Embrace-Uncertainty-Investing-ebook/dp/B0GPGNWDFY Movie: Tune out the Noise – Link: https://www.youtube.com/watch?v=T98825bzcKw
