Compound Insights

Epizódok

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  What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg 08.09.2026 28p

  Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment playbook for the next 12–18 months.
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  Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies 31.08.2026 36p

  Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities. He also weighs in on themes shaping his portfolios and managing through market volatility.
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  The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA 10.08.2026 45p

  Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk management and where opportunities may exist across equities, fixed income and alternatives.
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  CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee 21.07.2026 26p

  Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.
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  The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi 14.07.2026 27p

  Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.
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  Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets 25.06.2026 53p

  Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.
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  The Future of Markets and Investing With Luis M. Viceira of Harvard Business School 15.06.2026 1ó 10p

  Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management. Topics discussed include AI-driven capital spending, inflation, public and private markets and approaches to portfolio construction.
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  Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson 27.05.2026 39p

  Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio construction and risks that could challenge the sector.
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  Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA 18.05.2026 38p

  Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio construction and the outlook for this market cap range.
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  Positioning Portfolios for Today's Markets with CIO David Miller 04.05.2026 29p

  David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, geopolitical uncertainty, and the energy sector.
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  Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA 28.04.2026 30p

  Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides his perspective on portfolio construction and risk management.
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  Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA 20.04.2026 29p

  Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio construction including geographical and sector preferences.
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  Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA 30.03.2026 32p

  Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.
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  Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA 17.03.2026 32p

  Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportunities, and how to capitalize on market dislocations.
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  VanEck's David Schassler Provides Strategies for a Complex Market Environment 09.03.2026 37p

  David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping global markets such as artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.
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  Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA 23.02.2026 42p

  Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. In addition, she discusses portfolio construction and the firm's approach to valuation.
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  Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins 16.02.2026 34p

  Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. He also discusses key sector investment themes along with trends in retail, office, industrial and housing end markets.
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  Unpacking Healthcare With Sector Specialist Mike Perrone, CFA 03.02.2026 28p

  Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.
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  Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA 26.01.2026 32p

  Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.
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  Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler 20.01.2026 33p

  Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio construction, digital assets and commodities.