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.
New episodes TBA
Stream Past Episodes
A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni
A conversation with Dr. Ed YardeniDr. Ed Yardeni, President and Chief Investment Strategist of Yardeni Research, joins Compound Insights to share his thoughts on why the U.S. economy remains resilient, the impact of Fed policy and tariffs on markets, and why he’s still bullish. He also offers perspective on sector leadership, geopolitics, and how investors can navigate uncertainty.
Episode Assets
Guest Bios
- Dr. Ed Yardeni, Yardeni Research
Chris Vella, CFA: What’s on the mind of the CIO of BNY
A conversation with Chris Vella, CFAChris Vella, CFA shares where he thinks OCIOs are headed and how investors are viewing alternatives and more
Episode Assets
Guest Bios
- Chris Vella, CFA, BNY Advisors
Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
A conversation with Winston Ma, CFAEpisode Assets
Guest Bios
- Winston Ma, CFA, Adjunct Professor (on Sovereign Investors) and Executive Director, Global Public Investment Funds Forum, NYU School of Law; Author of The Hunt for Unicorns : How Sovereign Funds Are Reshaping Investment in the Digital Economy
Related Links
Rick Richert, CFA: How CLOs Handle the Macro Risks
A conversation with Rick Richert, CFAHear from one portfolio manager, Rick Richert, CFA, about how the risk management structures in CLOs will fare.
Episode Assets
Guest Bios
- Rick Richert, CFA, Polen Capital
Paul Boyne: Why Global, Why Now?
A conversation with Paul BoyneHear where one firm is finding value in global markets, despite the macro challenges.
Episode Assets
Guest Bios
- Paul Boyne, Manulife
Rob Gilman: Is this Commercial Real Estate’s Moment?
A conversation with Rob GilmanPrices may have bottomed but structural issues persist. Hear from one account who understands it all.
Episode Assets
Guest Bios
- Rob Gilman, Anchin
Paul White & Jonathan Kushner: What are family offices changing?
A conversation with Paul White and Jonathan KushnerHear from one of the largest advisory firms, Vanguard
Episode Assets
Guest Bios
- Paul White, Vanguard
- Jonathan Kushner, Vanguard
Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
A conversation with Melissa Brady, CFAMelissa Brady, CFA shares her views of the next steps in high yied valuations
Episode Assets
Guest Bios
- Melissa Brady, CFA, Alvarez & Marsal
Rupal Bhansal: How One CIO Views the Risks in the Private Markets
A conversation with Rupal BhansaliRupal Bhansali has had many CIO roles and has some issues with the current markets
Episode Assets
Guest Bios
- Rupal Bhansali, Double Duty
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
A conversation with Chris Chapman, CFAChris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices
Episode Assets
Guest Bios
- Chris Chapman, CFA, Manulife
Aaron Filbeck, CFA: What’s new at CAIA?
A conversation with Aaron Filbeck, CFAArron Filbeck, CFA tells us what CAIA has planned for this year
Episode Assets
Guest Bios
- Aaron Filbeck, CFA, CAIA
