Compound Insights

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

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

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

We will go deep into fiscal policies with this expert, asking a deceivingly simple question

A long term member of the BOJ tells us where he thinks things are headed. Haruyuki contributed to this recording in his personal capacity.

As values based investing gains momentum, where is the data? What other quant issues remain?

Hedda Nadler shares views on how small firms can work in an increasingly large marketplace

Hear from an Erica Adelberg, CFA at Bloomberg about everything from spreads to the long term

Hear why ChatGPT is not fit for financial data and which skills you should gain to ensure your career in an alt data future

Hear from a veteran value investor, Bob Robotti, about where value can be found and why a lot of the market pressures are easy to source