Do we really need another book on finance? There are already tons of really great books on finance extant. But, how can we reach those who really don’t read very much?

My guest today is Joey Fehrman, CFA and he decided to create a pirate adventure novel as a conduit for teaching the lessons of finance.

More about Joey:

 Joey Fehrman, CFA, is an Ivy League graduate with over seven years experience in finance. He has managed millions of dollars for wealthy families and institutions for two large wealth management teams at top-tier investment banks. While there, he managed portfolios, provided financial advice, and developed profitable investment strategies. He studied for years to become a Chartered Financial Analyst charterholder, the gold-standard designation in the finance industry. He is a native of Omaha and graduate of the University of Pennsylvania. As an entrepreneur, investor, and author, he is committed to life-long learning and continuous self-improvement.

The interview is a two-part adventure. The first half is all about the book. The latter half is all about Joey’s experience on Wall Street. We discuss how he got into the business and why he got out. We also discuss what it’s actually like to work as an analyst/portfolio manager. Finally, we end with an overview of the Chartered Financial Analyst curriculum. (Hint: there’s a nice little hack for a much cheaper way of getting an “MBA” toward the end.)




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