Compound Insights

Compound Insights

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. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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Episoder(197)

Joseph Wang: What's Happening to the Long Bond?

Joseph Wang: What's Happening to the Long Bond?

Joseph Wang looks back to see the way forward

7 Apr 202521min

Matthew Luzzetti: Where is the US Consumer now?

Matthew Luzzetti: Where is the US Consumer now?

Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views

31 Mar 202519min

Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?

Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?

Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.

24 Mar 202523min

Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?

Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?

Hear from Jennifer Huddleston, a legal expert with experience in the beltway.

17 Mar 202519min

Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market

Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market

Bobby 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...

10 Mar 202511min

Phyllis Costanza: How ESG Materiality is likely to change

Phyllis Costanza: How ESG Materiality is likely to change

Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.

3 Mar 202519min

Jarrad Linzie: Where Fixed Income Index Investing is Headed

Jarrad Linzie: Where Fixed Income Index Investing is Headed

Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

24 Feb 202519min

Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments

Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments

One of the best researchers on generative AI gives us his take

27 Jan 202518min

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