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.

Subscribing to Compound Insights

Podcast subscription on iTunes and Google Play is coming soon. If you would like to receive an email notification when Compound Insights becomes available for subscription on your mobile device, let us know via the form button below.

In the meantime, feel free to stream available episodes here.

New episodes TBA

Stream Past Episodes

Find an Episode

Ep 38

The Keys to Financially Educating the Next Generation

A conversation with Gene Natali

Hear what we need to do to raise a financially astute next generation from someone who has lectured to hundreds of high schools and colleges.

Episode Assets

Guest Bios

Ep 37

Emerging Strategies for Managing Insurance Company Assets

A conversation with Bill Poutsiaka

Several trends in insurance company asset management, including outsourcing and broad diversification, have some unintended impacts.

Episode Assets

Guest Bios

Ep 36

How to Use ESG Data Prudently

A conversation with Bruce M. Kahn, Ph.D.

Where the problems in the creation and usage of ESG data are.

Episode Assets

Guest Bios

Ep 35

How the Macroeconomic Changes Could Affect the Asset Manager M&A Market

A conversation with Bob Oros

Hightower’s CEO shares his views on the current and future of the asset manager M&A market

Episode Assets

Guest Bios

Ep 34

The Data Science Job Market: Skills You Need Now and What’s to Come

A conversation with Dan Duggan, Ph.D.

How a Goldman Sachs data scientist sees the evolution of the sectors’ skills sets and data usage.

Episode Assets

Guest Bios

Ep 33

What Deep Research Says About Global Booms, Busts and Credit Analysis

A conversation with Maryam Farboodi, Ph.D

How has big data impacted stock prices? Is it different across sectors and capitalization?

Episode Assets

Guest Bios

Ep 32

Reading Emerging Markets’ Policies and Macro Impacts

A conversation with Jen Liang, CFA

How will LATAM sovereigns weather inflation? What’s next for the frontier markets? Hear the answers to these questions and more from a well-researched, analytical, perspective.

Episode Assets

Guest Bios

Ep 31

The State of Diversity and Inclusion in the Quant Industry

A conversation with Ken D'Souza, CFA

Is the quant industry achieving more D&I goals than the rest of the industry? Why or why not?

Ep 30

How a Multitude of Regulatory Changes are Affecting China’s Policy Direction as it Relates to the Economy and Finance

A conversation with Lyric Hughes Hale

EconVue’s Lyric Hughes Hale joins the next episode of Compound Insights to share her views on current day China, including why data collection is of paramount importance to government officials, and how the country might move to relax its current “Covid-zero” policy restrictions.

Ep 29

A Novel Approach for Managing Inflation

A conversation with Darnell Azeez, CFA

Darnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.

Episode Assets

Guest Bios

Ep 28

What Does Higher Inflation Mean for the Muni Market

A conversation with Patrick Luby

Inflation’s long-run impact on munis will vary by sector and issuer. Hear from one of the industry’s premier thinkers.