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Compound Insights

CFA Society New York
Commercial Real Estate
Artificial Intelligence
Interest Rates
Private Credit
New York City
Federal Reserve
Investment Management
Private Equity
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 monthlyEpisodes192Founded7 years ago
Number of ListenersCategories
BusinessEducationSelf-ImprovementInvesting

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Artwork for Compound Insights

Latest Episodes

Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earning... more

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Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management. Topics discussed include AI-driven capital spending, inflation, public and private markets and approaches ... more

YouTube

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

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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

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Recent Guests

Mark Malek
Chief Investment Officer at Siebert Financial
Siebert Financial
Episode: Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
Luis Vizera
JO. Light Professor of Business Administration at Harvard Business School; co-chair of the HBS Investment Management Program
Harvard Business School
Episode: The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
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

Host

Gary Farber
Host of Compound Insights

Chart Rankings

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

Apple Podcasts
#27
South Korea/Business/Investing
Apple Podcasts
#93
South Korea/Business

Talking Points

Recent interactions between the hosts and their guests.

Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
Q: How do you think about AI and its impact on managing institutional portfolios?
AI is a powerful directional tool, but it cannot replace human judgment and understanding of the business. It may speed analysis and handling of information, but overreliance can reduce critical thinking and the ability to challenge consensus; we must preserve human insight and ensure it's used as a complement, not a substitute.
Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
Q: What factors carry the greatest weight in your investment process when evaluating opportunities?
Two main factors: expected return and risk. We start with risk, determine what can be afforded, and then consider potential returns. We ensure risk targets are met for clients and avoid overconcentration, balancing conviction with diversification.
Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
Q: How do you approach the market when geopolitical tensions are high and the backdrop is dynamic?
We separate geopolitics from headlines, assess which signals are real, and wait for measurable results before making changes. There's a need to quantify and qualify macro factors, avoid knee-jerk reactions to headlines, and maintain a broad view that considers both inflation dynamics and global connections.
Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
Q: Mark, given your tenure, you've obviously been through several investment market cycles. Are there any particular observation or rules of the road that have shaped your investment philosophy?
The core has been to stay less reactive, take a holistic view, and to consider a broad set of data points beyond the headlines. Quantify and ground decisions, avoid trading headlines or tweets, and ensure the broader macro backdrop is understood before adjusting portfolios. Also, maintain diversification and be mindful of concentration risks across sectors and indices.
The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
Q: Is there a risk, though, on the investment management side, if everyone's using the same tools, that the consensus viewpoint becomes very more prevalent in the market?
Yes, the risk exists that widespread AI-assisted analysis could lead to similar outputs across firms, increasing the importance of unique data, proprietary insight, and especially human judgment to avoid herd behavior and maintain an edge.

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Frequently Asked Questions About Compound Insights

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

This show centers on deep-dive conversations with leading figures in finance, investment management, and related sectors. Across episodes, listeners are exposed to macro and market context, rigorous portfolio construction frameworks, and sector-specific insights—ranging from AI-driven themes in tech and investment research to EM opportunities, small- and large-cap investing, real estate cycles, healthcare dynamics, and energy markets. Sponsor integrations often highlight executive education and professional development programs, underscoring a practical, practitioner-focused approach for portfolio managers, analysts, and family offices.

A standout trait is the emphasis on actionable frameworks and playbooks for navigating complex markets, ... more

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These podcasts share a similar audience with Compound Insights:

1. Enterprising Investor
2. CFA Society Chicago
3. Value Investing with Legends
4. Excess Returns
5. Masters in Business

How many episodes of Compound Insights are there?

Compound Insights launched 7 years ago and published 192 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. Mark Malek
2. Luis Vizera
3. Ted Mortonson
4. Chris Tessin
5. David Miller
6. Michael Nelson
7. Charlie Dutton
8. Jed Ellerbroek

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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