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Compound Insights

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

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 monthlyEpisodes177Founded6 years ago
Number of ListenersCategories
BusinessSelf-ImprovementEducationInvesting

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Artwork for Compound Insights

Latest Episodes

Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management a... more

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Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today's markets and assessment of investor behavior.

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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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Recent Guests

Andrew Chin
Chief AI Officer at AllianceBernstein
AllianceBernstein
Episode: The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Peter Miller
Head of Client Investment Solutions for North America at Invesco
Invesco
Episode: Previewing December 4th Insurance Investment Officers Roundtable
Matt Hougan
Chief Investment Officer of Bitwise Asset Management
Bitwise Asset Management
Episode: Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives
Eric Van Nostrand
Global Head of Markets and Chief Economist at Lazard Asset Management
Lazard Asset Management
Episode: Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape
Joseph Cavatoni
Market Strategist at the World Gold Council, and Principal Executive of their funds business.
World Gold Council
Episode: Gold In Focus: Trends, Catalysts and the Roadmap Ahead With Joseph Cavatoni of World Gold Council
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
Winston Ma
Executive Director of the Global Public Investment Forum and adjunct professor at the NYU School of Law
Global Public Investment Forum
Episode: Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
Rick Riechert
CLO portfolio manager at Poland Capital
Poland Capital
Episode: Rick Richert, CFA: How CLOs Handle the Macro Risks

Host

Rob Rowan
Host of Compound Insights

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Talking Points

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The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Q: How helpful is this tool to managing risk?
AI tools can help understand market turning points and improve stress testing by simulating scenarios like pandemics.
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Q: Are there particular metrics that you're using right now to sort of gauge productivity, new product introductions, or just new markets that you might get into based upon using this tool?
Adoption rates are key, translating usage into time saved or productivity improvements, and evaluating decision-making effectiveness.
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Q: What would your advice be to those as they just sort of begin that process?
Understand your firm's risk appetite and governance, focus on high-impact areas, and allow employees room to experiment with AI tools.
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
Q: How has the landscape changed for leagues and teams financially with the explosion of sports betting?
Sal mentions that sports betting increases viewership of games that fans would typically not watch, leading to increased advertising revenues for leagues and teams as a result.
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
Q: Do you see sports franchises becoming a more mainstream allocation for institutional investors?
Sal thinks that while more funds are being created to invest in sports, the major buyers will continue to be high net worth individuals and family offices for at least the next decade.

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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. Invest Like the Best with Patrick O'Shaughnessy
2. Squawk Pod
3. The Memo by Howard Marks
4. Odd Lots
5. WSJ's Take On the Week

How many episodes of Compound Insights are there?

Compound Insights launched 6 years ago and published 177 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Compound Insights?

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What guests have appeared on Compound Insights?

Recent guests on Compound Insights include:

1. Andrew Chin
2. Peter Miller
3. Matt Hougan
4. Eric Van Nostrand
5. Joseph Cavatoni
6. Bill Nygren
7. Dr. Ed Yardeni
8. Winston Ma

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