Compound
Insights Podcast
Compound Insights, by 天堂鸟先生, 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 天堂鸟先生 conferences. Topics include ESG, global, fintech investing and more.
New episodes TBA
Stream Past Episodes
How a Multitude of Regulatory Changes are Affecting China鈥檚 Policy Direction as it Relates to the Economy and Finance
A conversation with Lyric Hughes HaleEconVue鈥檚 Lyric Hughes Hale joins the next episode of Compound Insights to share her views on current day China, including why data collection is of paramount importance to government officials, and how the country might move to relax its current 鈥淐ovid-zero鈥� policy restrictions.
Episode Assets
Guest Bios
- , EconVue
Related Links
A Novel Approach for Managing Inflation
A conversation with Darnell Azeez, CFADarnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.
Episode Assets
Guest Bios
- , Lord Abbett
Related Links
What Does Higher Inflation Mean for the Muni Market
A conversation with Patrick LubyInflation鈥檚 long-run impact on munis will vary by sector and issuer. Hear from one of the industry鈥檚 premier thinkers.
Episode Assets
Guest Bios
- , Credit Insights
Related Links
Lessons Learned from Years of Diverse Team Building
A conversation with Nanda KamatNanda Kamat is one of financial service industry鈥檚 prominent few who pursued a diverse team-building strategy before it gained mainstream momentum. Listen as she joins CFA NY to share what that experience has taught her.
Episode Assets
Guest Bios
- , MUFG
Related Links
Pragmatic Strategy for Currency Risk Management
A conversation with Galen Haws, CFA, CAIAHear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.
Episode Assets
Guest Bios
- , Verus Investments
Related Links
Crypto Accounting, and What Every Analyst Should Know
A conversation with Vivian Fang,Hear what analysts and portfolio managers should look for, according to one of the most advanced thinkers on crypto accounting.
Episode Assets
Guest Bios
- , University of Minnesota
Related Links
The Risks and Opportunities in Africa鈥檚 Private Markets
A conversation with Emmanuel Esochagi and Saad SheikhHear from two people with clear views into Africa鈥檚 private markets about how the COVID-19 pressures are making some sector鈥檚 private companies a better value while others are becoming more risky.
Episode Assets
Guest Bios
- , VeraDaniel & Company
- , TLG Capital
Related Links
Public Pension Pressures Mounting Amid COVID-19
A conversation with Olu Sonola, CFA, and Douglas OffermanThe risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.
Episode Assets
Guest Bios
- , Fitch Ratings
- , Fitch Ratings
Related Links
Why Slack in the Labor Market is Understated
A conversation with Stephanie AaronsonThe amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.
Episode Assets
Guest Bios
- , Brookings Institution
Related Links
Corporates on the Knife Edge
A conversation with Tod Trabocco, CFAOne seasoned pro鈥檚 view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
Episode Assets
Guest Bios
- , ITE Management
Related Links
The Value of Asset Allocation Amid Volatility
A conversation with Jodie Gunzberg, CFAVolatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
Episode Assets
Guest Bios
- , Graystone Consulting
Related Links
