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Compound Insights

CFA Society New York
Commercial Real Estate
New York City
Office Market
Interest Rates
Work From Home
Managed Futures
Lending Market
CMBS
Pandemic Impact
Occupancy Rates
ESG Investing
Portfolio Diversification
Large Cap Stocks
Small Cap Stocks
Data Access
Mortgage-Backed Securities
Real Estate Investing
Multi-Family Housing
Property Conversions
Biodiversity

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

PublishesTwice monthlyEpisodes175Founded6 years ago
Number of ListenersCategories
BusinessSelf-ImprovementEducationInvesting

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Artwork for Compound Insights

Latest Episodes

Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction a... more

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Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management. In addition, he weighs in on where... more

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Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks, portfolio construction, tokenization and the regulato... more

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Sal Galatioto, President of Galatioto Sports, breaks down the key drivers behind record-breaking sports franchise valuations and shares his views on the financial state, emerging trends and long-term outlook for this unique asset class. He also weigh... more

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Key Facts

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Recent Guests

Bill Nygren
Partner, Portfolio Manager of the Oakmark Fund, and Chief Investment Officer for US Equities at Harris Associates
Harris Associates
Episode: Renowned Investor Bill Nygren's Value Playbook For Today's Markets and Trends
Dr. Ed Yardeni
President of Yardeni Research and a prominent voice on economy and markets
Yardeni Research
Episode: A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni
Rick Riechert
CLO portfolio manager at Poland Capital
Poland Capital
Episode: Rick Richert, CFA: How CLOs Handle the Macro Risks
Paul Boyne
Lead portfolio manager of the global quality value strategy at Manulife Investment Management
Manulife Investment Management
Episode: Paul Boyne: Why Global, Why Now?
Rob Gilman
Partner and leader of the real estate group at Anshan.
Anshan
Episode: Rob Gilman: Is this Commercial Real Estate's Moment?
Melissa Brady
Senior Director at Alvarez and Marshall specializing in valuation of illiquid securities and interests.
Alvarez and Marshall
Episode: Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
Rupal Bhansali
CEO and CIO of Double Duty Money Management
Double Duty Money Management
Episode: Rupal Bhansali: How One CIO Views the Risks in the Private Markets
Chris Chapman
Head of global multi-sector fixed income at Manulife
Manulife
Episode: Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
Aaron Filbeck
Managing Director at CAIA and an adjunct professor at Penn State University
CAIA Association
Episode: Aaron Filbeck, CFA: What's new at CAIA?

Host

Rob Rowan
Host of Compound Insights

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#45
Indonesia/Business/Investing
Apple Podcasts
#91
Hong Kong/Business/Investing
Apple Podcasts
#187
Indonesia/Business
Apple Podcasts
#197
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Paul Boyne: Why Global, Why Now?
Q: How do you suggest to the people who are maybe the CFA charter holders who are listening to this podcast, who have some level of responsibility to their clients, where do they start?
They should diversify by reallocating assets and considering international markets which may have better value opportunities.
Paul Boyne: Why Global, Why Now?
Q: What do you think the impact of that is if yield curve controls start to happen in other places?
Yield curve control could suppress interest rates and benefit real assets while being detrimental for banks, echoing Japan's experience in the 90s.
Paul Boyne: Why Global, Why Now?
Q: So how do you expect those things to work out for, once again, for investors, global investors, if that trend of populism and those ideals perpetuate for a while?
Populism could threaten global investing due to high debt levels and the reluctance of politicians to increase taxes, leading to possible adverse effects on debt management.
Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA
Q: How would you advise a new member of CFA Society New York to take advantage of this with the perch that you have had at all of these places?
D'Souza encourages new members to take ownership and engage actively, emphasizing that the society evolves along with members' careers and offers numerous opportunities for education, mentorship, and leadership.
Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA
Q: Can you tell us a little bit about what it felt like when you first thought, hey, I could go work in financial services?
Ken D'Souza reflects on his non-linear path, which began with an engineering background and transitioned into financial services through his interest in analytical work and further education.

Audience Metrics

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Frequently Asked Questions About Compound Insights

What is Compound Insights about and what kind of topics does it cover?

Aimed at financial professionals and investors, this podcast offers insightful discussions with leading experts and authorities in the investment realm. The content revolves around complex investment themes including, but not limited to, value investing, economic cycles, and alternative investments, as well as timely market trends and strategies. Notably, the discussions feature a diversity of perspectives on significant topics such as sovereign wealth funds, private market dynamics, and the influence of technology and geopolitical factors on investment decisions. With a balance of theoretical concepts and actionable advice, the podcast engages its audience with rich debates and expert analyses that help listeners navigate the intricacies o... more

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Which podcasts are similar to Compound Insights?

These podcasts share a similar audience with Compound Insights:

1. Masters in Business
2. Value Investing with Legends
3. Exchanges
4. Macro Voices
5. Barron's Streetwise

How many episodes of Compound Insights are there?

Compound Insights launched 6 years ago and published 175 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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What guests have appeared on Compound Insights?

Recent guests on Compound Insights include:

1. Bill Nygren
2. Dr. Ed Yardeni
3. Rick Riechert
4. Paul Boyne
5. Rob Gilman
6. Melissa Brady
7. Rupal Bhansali
8. Chris Chapman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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