
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 C... more
| Publishes | Twice monthly | Episodes | 190 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationSelf-Improvement | |||

Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio construction and risks that cou... more
Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio construction and the outlook for ... more
David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, ... more
Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides his perspective on portfolio ... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #84 | |
Apple Podcasts | #210 |
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Conversations center on high-level investing, macroeconomics, and the evolving role of technology and data in markets. Episodes frequently feature senior figures from asset management, private markets, and macro research, with frequent forays into AI, regulation, and the implications of geopolitical shifts on portfolios. Notable throughlines include value investing, the ethics and practicality of AI in investing, private-market trends, and the intersection of technology with traditional financial strategies. The format often highlights nuanced portfolio construction, risk management, and the business dynamics behind asset classes like ETFs, gold, CLOs, and private credit, making it valuable for professionals seeking actionable insights and ... more
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Compound Insights launched 6 years ago and published 190 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Compound Insights include:
1. Ted Mortonson
2. Chris Tessin
3. David Miller
4. Michael Nelson
5. Charlie Dutton
6. Jed Ellerbroek
7. Ryan Davies
8. David Schassler
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