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Compound Insights

CFA Society New York
Commercial Real Estate
Artificial Intelligence
Interest Rates
New York City
Private Credit
Investment Management
Private Equity
Federal Reserve
Office Market
Wealth Management
Asset Allocation
Emerging Markets
Private Markets
US Sovereign Wealth Fund
Gold
Small Cap Stocks
Inflation
Asset Management
Work From Home
Family Offices

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 monthlyEpisodes190Founded6 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for Compound Insights

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

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

YouTube

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Recent Guests

Ted Mortonson
Managing director and technology specialist at Baird
Baird
Episode: Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson
Chris Tessin
Managing Partner and Chief Investment Officer, Acuitas Investments
Acuitas Investments
Episode: Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA
David Miller
Co-founder, Chief Investment Officer, and Senior Portfolio Manager at Catalyst Capital Advisors
Catalyst Capital Advisors
Episode: Positioning Portfolios for Today's Markets with CIO David Miller
Michael Nelson
CEO, managing partner, and founder of Eagle Bay Family Office
Eagle Bay Family Office
Episode: Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA
Charlie Dutton
Head of Emerging Market Equities and senior portfolio manager at Manulife Investment Management
Manulife Investment Management
Episode: Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA
Jed Ellerbroek
Portfolio Manager, Argent Capital Management
Argent Capital Management
Episode: Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Ryan Davies
Senior Portfolio Manager, Manulife Investment Management's US Small Cap Core Strategy
Manulife Investment Management
Episode: Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
David Schassler
Head of Multi-Asset Solutions at VanEck
VanEck
Episode: VanEck's David Schassler Provides Strategies for a Complex Market Environment
Shirley Hu Anderson
Portfolio manager and analyst at DSM Capital
DSM Capital
Episode: Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

Hosts

Gary Farber
Host of Compound Insights
Rob Rowan
Host of Compound Insights

Chart Rankings

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

Apple Podcasts
#84
South Korea/Business/Investing
Apple Podcasts
#210
South Korea/Business

Talking Points

Recent interactions between the hosts and their guests.

VanEck's David Schassler Provides Strategies for a Complex Market Environment
Q: What's your take on private credit and other alternatives in the current environment?
Private credit can fit as part of a broader, risk-managed allocation, but it requires careful sizing and due diligence to avoid concentration risk and potential systemic issues, especially in a regime of higher uncertainty and shifting rates.
VanEck's David Schassler Provides Strategies for a Complex Market Environment
Q: How do you view the role of equities, fixed income, and real assets in a diversified portfolio today?
Equities remain the growth backbone, but we offset risk with a diversified fixed income sleeve and a meaningful allocation to diversified real assets; we also hedge with assets like gold and selective digital assets to manage monetary debasement risk and currency exposure.
VanEck's David Schassler Provides Strategies for a Complex Market Environment
Q: David, let's start at a high level. What's your current assessment of the macro backdrop for investing?
We are macro thematic investors looking for big themes that will drive markets, and right now we see AI-driven productivity as a key growth driver, with real assets and debt considerations shaping how we pay for that growth; diversification remains essential given the tech cycle, geopolitical risks, and ongoing capital expenditure trends.
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
Q: What would a long-short currency portfolio look like in 2026?
He suggests a strategy of buying currencies from countries that have already completed easing (e.g., US, UK, Norway) and selling those still with room to ease (e.g., Japan), while highlighting the overall dominance of the dollar and cross-currency dynamics.
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
Q: How are you viewing the Federal Reserve in 2026 and its potential impacts?
He predicts the Fed on hold early in the year with potential cuts starting in Q2, outlining two to three cuts as likely, driven by slowing growth and cooling labor markets.

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?

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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These podcasts share a similar audience with Compound Insights:

1. Enterprising Investor
2. Excess Returns
3. Exchanges
4. Odd Lots
5. Thoughts on the Market

How many episodes of Compound Insights are there?

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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What guests have appeared on Compound Insights?

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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