Compound
Insights Podcast
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world.
Guests will explore and discuss complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
New episodes TBA
Stream Past Episodes
The Next Wave in AI
A conversation with Ramona OrtegaHear from a Fintech veteran about why she thinks that a newer AI strategy will be the next wave in AI and how it can close a gap in financial services
Episode Assets
Guest Bios
- Ramona Ortega, WealthBuild
The Changing Role of Free Speech and Its Impact on Corporations
A conversation with Randy CohenHear how changes in free speech values impact corporations and why mutual fund managers best ideas outperform
Episode Assets
Guest Bios
- Randy Cohen, Harvard Business School
Why Small Caps will Weather the Macro Environment
A conversation with Phillip CookHear why some companies are likely to weather inflation, higher rates, earnings pressure and Globalization 2.0 better than most
Episode Assets
Guest Bios
- Phillip Cook, Southern Sun Asset Management
Why Emerging and Frontier Markets Now?
A conversation with Malcolm DorsonHear why one portfolio manager thinks some emerging and frontier markets offer value now
Episode Assets
Guest Bios
- Malcolm Dorson, Global X ETFs
What is Money?
A conversation with Paul SheardWe will go deep into fiscal policies with this expert, asking a deceivingly simple question
Episode Assets
Guest Bios
- Paul Sheard, Economist
The Outlook for Japan
A conversation with Haruyuki ToyamaA long term member of the BOJ tells us where he thinks things are headed.
Haruyuki contributed to this recording in his personal capacity.
Episode Assets
Guest Bios
- Haruyuki Toyama, Sumitomo Mitsui Trust Bank
Why Values-Based Investing is Coming Soon
A conversation with Bob DannhauserAs values based investing gains momentum, where is the data? What other quant issues remain?
Episode Assets
Guest Bios
- Bob Dannhauser, Shift
What One Value Investing Pro Thinks has Changed and what has not
A conversation with Hedda NadlerHedda Nadler shares views on how small firms can work in an increasingly large marketplace
Episode Assets
Guest Bios
- Hedda Nadler, Mount and Nadler Inc.
How Will MBS Handle the Macroeconomic Changes
A conversation with Erica AdelbergHear from an Erica Adelberg, CFA at Bloomberg about everything from spreads to the long term
Episode Assets
Guest Bios
- Erica Adelberg, Bloomberg
How Alt Data is Impacting Asset Allocation and Your Career
A conversation with Armando GonzalezHear why ChatGPT is not fit for financial data and which skills you should gain to ensure your career in an alt data future
Episode Assets
Guest Bios
- Armando Gonzalez, RavenPack
Where Value Lies in Energy and Home Building
A conversation with Bob RobottiHear from a veteran value investor, Bob Robotti, about where value can be found and why a lot of the market pressures are easy to source
Episode Assets
Guest Bios
- Bob Robotti, Robotti & Company
