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
Game On: The Business of Sports With Sal Galatioto, the Industry’s Preeminent Financial Advisor
A conversation with Sal GalatiotoSal Galatioto, President of Galatioto Sports, breaks down the key drivers behind record-breaking sports franchise valuations and shares his views on the financial state, emerging trends and long-term outlook for this unique asset class. He also weighs in on the convergence of media, sports and technology as well as the implications of artificial intelligence and sports betting.
Episode Assets
Guest Bios
- Sal Galatioto, Galatioto Sports
Unpacking the Global Economy: Eric Van Nostrand, Lazard’s Chief Economist, on Navigating the Evolving Landscape
A conversation with Eric Van NostrandEric Van Nostrand, Global Head of Markets and Chief Economist at Lazard Asset Management, shares his perspective on the global economy, highlighting both short-term resilience and long-term structural challenges, and their impact on portfolio construction. He also weighs in on key headlines driving today’s markets including the Federal Reserve and U.S. fiscal policy, tariffs and artificial intelligence.
Episode Assets
Guest Bios
- Eric Van Nostrand, Lazard
Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock
A conversation with David Barrett and Derek BraddockExecutive search veterans David Barrett and Derek Braddock, founders of Braddock Matthews Barrett, share their insights on talent trends and the evolving landscape in areas as hedge funds, wealth management and private equity as well as actionable advice to position investment professionals for long-term career success.
Episode Assets
Guest Bios
- David Barrett, Braddock Matthews Barrett
- Derek Braddock, Braddock Matthews Barrett
Gold In Focus: Trends, Catalysts and the Roadmap Ahead With Joseph Cavatoni of World Gold Council
A conversation with Joseph CavatoniJoseph Cavatoni, Senior Market Strategist of World Gold Council, discusses gold’s role as part of overall investment portfolio construction along with current trends in asset ownership. In addition, he shares his views on the rise of ETFs, digital assets and potential catalysts for gold.
Episode Assets
Guest Bios
- Joseph Cavatoni, World Gold Council
Renowned Investor Bill Nygren’s Value Playbook For Today’s Markets and Trends
A conversation with Bill Nygren, CFABill Nygren, Chief Investment Officer and Portfolio Manager for Harris Associates, discusses his disciplined value investing framework and where he finds opportunities in today’s market. In addition, Bill shares his thoughts on capital allocation, corporate governance and trends in inflation and artificial intelligence.
Episode Assets
Guest Bios
- Bill Nygren, CFA, Harris Associates
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
