Compound
Insights Podcast

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.

Guests will explore and discuss complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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Ep 76

What You’ve Heard about Carbon Recapture is Wrong

A conversation with Sloane Ortel

Hear from one insider about the carbon recapture industry

Episode Assets

Guest Bios

Ep 75

What’s Next for the EU Energy Sector

A conversation with Michal Kurtyka

A former COP president discusses his views of the EU energy sector

Episode Assets

Guest Bios

Ep 74

A Rational ESG Portfolio Management Approach

A conversation with Frederic Samama

Hear from the author of a seminal paper on ESG portfolio management

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Guest Bios

Ep 73

A Deep Dive Into Jamaica’s Recovery

A conversation with Minister Aubyn Hill

An international banker turned politician takes us around the changes and identifies sectors with value

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Guest Bios

Ep 72

How are Family Offices Handling DEI Investments

A conversation with Lindsey Rubinstein
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Guest Bios

Ep 71

What Does the Monetary Path Forward Hold for China, Russia and the US

A conversation with Paul Sheard

We go deep into the details after a busy week in monetary policy

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Guest Bios

Ep 70

A Macro View of a Busy Financial News Week

A conversation with Marvin Loh

Hear how a macro expert views the news on the US federal debt load and bank issues

Episode Assets

Guest Bios

Ep 69

The Next Wave in AI

A conversation with Ramona Ortega

Hear from a Fintech veteran about why she thinks that a newer AI strategy will be the next wave in AI and how it can close a gap in financial services

Episode Assets

Guest Bios

Ep 68

The Changing Role of Free Speech and Its Impact on Corporations

A conversation with Randy Cohen

Hear how changes in free speech values impact corporations and why mutual fund managers best ideas outperform

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Guest Bios

Ep 67

Why Small Caps will Weather the Macro Environment

A conversation with Phillip Cook

Hear why some companies are likely to weather inflation, higher rates, earnings pressure and Globalization 2.0 better than most

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Guest Bios

Ep 66

Why Emerging and Frontier Markets Now?

A conversation with Malcolm Dorson

Hear why one portfolio manager thinks some emerging and frontier markets offer value now

Episode Assets

Guest Bios