Practical analysis for investment professionals
07 August 2014

A History of Finance and its Lessons for Modern Investors (Video)

Posted In: Economics, Fixed Income

Professor Adrian R. Bell is an expert in financial history. Listen to him discuss the origins of finance, its Medieval evolution, and, compare and contrast ancient and modern finance. Bell also offers a cautionary tale about what is unique about modern finance.


This episode of the Take 15 Series was originally released on 30 April 2014.


Are you viewing this post on a mobile device? Download the CFA Institute app from the App Store or Google Play to watch this and other videos.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Tags: ,

About the Author(s)
Jason Voss, CFA

Jason Voss, CFA, tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor and the CEO of Active Investment Management (AIM) Consulting. Previously, he was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund to noteworthy returns. Voss holds a BA in economics and an MBA in finance and accounting from the University of Colorado.

Ethics Statement

My statement of ethics is very simple, really: I treat others as I would like to be treated. In my opinion, all systems of ethics distill to this simple statement. If you believe I have deviated from this standard, I would love to hear from you: jason@jasonapollovoss.com

4 thoughts on “A History of Finance and its Lessons for Modern Investors (Video)”

  1. Jamal Munshi says:

    very interesting, thank you but i must say i could have done without that accent.

    1. Hello Jamal,

      Excellent, I am so glad that you enjoyed the post. I enjoyed interviewing him, too!

      With smiles,

      Jason

  2. Mauricio Bedoya says:

    Professor statement: “History of Finance = History of Defaults”, caused me to worry. I believe that in today finance, we have a lot of noise.
    Nice post and good luck

    1. Hello Mauricio,

      Thank you for your praise of the interview; I am pleased that you liked it.

      With smiles,

      Jason

Leave a Reply

Your email address will not be published. Required fields are marked *