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
Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
A conversation with Lindsey Rubinstein and Neil DattaHear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector
Episode Assets
Guest Bios
- Lindsey Rubinstein, Opus Capital Management LLC
- Neil Datta, NKD Advisory LLC
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
A conversation with Marvin LohFind out how they view tech, autos and more with Marvin Loh of State Street
Episode Assets
Guest Bios
- Marvin Loh, State Street
Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending?
A conversation with Federico Barriga-SalazarCut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings
Episode Assets
Guest Bios
- Federico Barriga-Salazar, Fitch Ratings
Joseph Wang: What’s Happening to the Long Bond?
A conversation with Joseph WangJoseph Wang looks back to see the way forward
Episode Assets
Guest Bios
Matthew Luzzetti: Where is the US Consumer now?
A conversation with Matthew LuzzettiMatt Luzzetti, Chief US Economist at Deutsche Bank shares his views
Episode Assets
Guest Bios
- Matthew Luzzetti, Deutsche Bank
Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?
A conversation with Jody Lurie, CFAJody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.
Episode Assets
Guest Bios
- Jody Lurie, CFA, Bloomberg Intelligence
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed
A conversation with Jennifer HuddlestonHear from Jennifer Huddleston, a legal expert with experience in the beltway.
Episode Assets
Guest Bios
- Jennifer Huddleston, Cato Institute
Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market
A conversation with Bobby Eubank, CFABobby Eubank and his coworkers have been tracking automation’s impact for decades. Hear what they think.
Want more expert insights? Become a member of CFA Society New York and unlock exclusive content, events, and a network of diverse finance professionals. Join today at cfany.org.
Episode Assets
Guest Bios
- Bobby Eubank, CFA, Chevy Chase Trust
Phyllis Costanza: How ESG Materiality is likely to change
A conversation with Phyllis CostanzaPyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.
Episode Assets
Guest Bios
- Phyllis Costanza, Advanced Portfolio Management
Jarrad Linzie: Where Fixed Income Index Investing is Headed
A conversation with Jarrad LinzieJarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.
Episode Assets
Guest Bios
- Jarrad Linzie, MSCI
Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments
A conversation with Francesco FabozziOne of the best researchers on generative AI gives us his take
Episode Assets
Guest Bios
- Francesco Fabozzi, Yale School of Management’s International Center for Finance
