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. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
Hear Pete Miller, CFA, Invesco explain how the longest term investors are thinking
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens.
Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you’ll come away having learned new finance and investment insights.
This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.
Send a message to the Financial Perspectives podcast and receive a shout out!
For this month's CHATS segment, financial historian Edward Chancellor leads us on a captivating exploration into the evolution of interest rates, showcasing their pivotal role from ancient civilizations to the capitalist era. Chancellor uncovers how the disdain for usury transformed into a tool for economic development. Hear how iconic figures like John Maynard Keynes have shaped modern economic policies with their advocacy for low interest rates and why Chancellor believes the balance of interest rates is crucial for guiding economic behavior.
We also journey through history to understand the impact of low interest rates on financial stability, drawing parallels from John Law's 18th-century France to today's financial crises. Chancellor dissects how artificially low rates have historically spurred speculative bubbles and risky financial behavior, leading to economic turmoil. By reflecting on events like the global financial crisis and the Latin American debt bubble, we unravel how low interest rates incentivize yield chasing and can misalign with growth, becoming a catalyst for instability.
As we navigate the implications of prolonged low interest rates today, we scrutinize the resilience of financial markets despite central banks' interest rate hikes. Chancellor sheds light on the unexpected optimism in the investment landscape, fueled by AI innovations and government interventions. We delve into the intricacies of central banks' policies, questioning the effectiveness of inflation targets and considering how technological advancements could naturally lead to deflation. This episode is an enlightening journey through the complexities of interest rates and their profound impact on economic landscapes throughout history.
If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.
