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FactSet Insight

FactSet
Cryptocurrency
Digital Assets
Cybersecurity
Congress
Stablecoins
Financial Services Policy
Artificial Intelligence
Executive Orders
House Financial Services Committee
Generative AI
Factset
Snowflake
California Fires
Florida Hurricanes
Taxation
Investment Banking
M&A Capacity
Factset Pitch Creator
Junior Bankers
AI Tools

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the f... more

PublishesWeeklyEpisodes24Foundeda year ago
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Latest Episodes

A number of macro trends are shaping credit and fixed income markets, including the growth of private credit, tight valuations, potential changes in Fed leadership and monetary policy, the end of quantitative tightening, persistent inflation, and new... more

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Since President Trump issued his executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors” on August 7, 2025, a top question is what happens next. In this episode we discuss how regulatory change, data transparency, and... more

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Growth is a top theme at this stage of the earnings season. FactSet VP Senior Earnings Analyst John Butters discusses the continued climb of the S&P 500 Q3 earnings growth rate, company beats, sector performance, net profit margin (near record-high l... more

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How are financial firms using data, cloud, and AI to boost productivity and decision-making? In this episode of The Cloud View, Chris Ellis, FactSet’s Global Head of Strategic Initiatives and Partnerships, sits down with Junta Nakai, Databricks Globa... more

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As wealth management firms have scaled for growth over the years, many have accumulated numerous best-in-class technology solutions. That has resulted in unwieldy tech stacks, too many vendors, and disconnected systems. Join FactSet VP of Wealth Prod... more

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FactSet VP Senior Earnings Analyst John Butters discusses S&P 500 Q2 earnings growth rates, sector performance, and highlights among the Magnificent 7. John also highlights the rate of S&P 500 companies discussing tariffs, uncertainty, and recession ... more

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With the passage of new laws in Congress and anticipated implementation by regulatory agencies in the coming months, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, discusses policy and legislative procedure with ... more

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With the major insurers reporting second-quarter results, Associate Director of Insurance Content and former equity PM Stewart Johnson shares his latest analysis of the sector for portfolio managers and the sell side. He highlights the impacts of two... more

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Recent Guests

Chris Napoli
Leads Wealth and Asset Management Strategy at Snowflake
Snowflake
Episode: Demystifying the Cloud with Snowflake
Carole House
Former White House National Security Council Special Advisor for Cybersecurity
Terranet Ventures
Episode: Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?
Max Miller
Congressman serving Ohio's 7th Congressional District
U.S. House of Representatives
Episode: Washington: Digital Assets Policy and Taxation
Matt Hoffmann
Practice Co-head and Financial Services Principal at BGR Group, formerly Staff Director for the House Financial Services Committee
BGR Group
Episode: Washington: What We Are Watching in Financial Services Policy

Host

Michele Lieber
Global Head of Government Affairs and Regulatory Strategy for FactSet, also serves as a host.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?
Q: Can you talk a little bit about how there's been a bit of a divergent approach around the world to AI?
The US faces competition in AI regulation, especially from the EU, which has taken a more proactive approach in providing risk-based frameworks for AI technology. However, the US remains a leader in innovation and recognizes the need to balance protections with innovation.
Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?
Q: Could you talk a little bit about some of the concerns you may have with respect to cybersecurity and kind of this unchartered area that we've been talking a lot about?
There is a major concern regarding the absence of tangible progress to improve cybersecurity in the ecosystem, especially after significant hacks like Bybit, which not only highlight vulnerabilities but also emphasize the urgent need for better protections.
The Art of Tailored Investor Communications
Q: How do you adapt your communications across different regions?
We approach each meeting with tailored expectations reflecting the specific interests of the investor group from that region.
The Art of Tailored Investor Communications
Q: How do you prioritize which investors you want to engage with on roadshows?
We consider sector alignment, investment potential, and geographical reach when selecting investors for roadshows and conferences.
The Art of Tailored Investor Communications
Q: Can you give us an example of how you've adjusted your communication for a different set of investors?
By taking detailed notes in each engagement, we tailor our approach based on historical interactions, focusing on investors' specific areas of concern.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About FactSet Insight

What is FactSet Insight about and what kind of topics does it cover?

The content focuses on crucial themes in the financial sector, offering insights on macroeconomic trends, industry developments, and key regulatory changes affecting investments. Topics such as artificial intelligence, investor communication strategies, and the evolving financial services landscape are frequently discussed, featuring expert guests and insiders from the industry. The conversations are aimed at providing actionable knowledge for professionals in various finance-related fields, including wealth management, private equity, and investment banking, making it a valuable resource for those seeking to stay informed on pressing issues and opportunities in finance.

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Which podcasts are similar to FactSet Insight?

These podcasts share a similar audience with FactSet Insight:

1. Thoughts on the Market
2. UBS On-Air: Market Moves
3. Barron's Streetwise
4. The Markets
5. WSJ Tech News Briefing

How many episodes of FactSet Insight are there?

FactSet Insight launched a year ago and published 24 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 FactSet Insight?

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What guests have appeared on FactSet Insight?

Recent guests on FactSet Insight include:

1. Chris Napoli
2. Carole House
3. Max Miller
4. Matt Hoffmann

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