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Compound InsightsAuthor: CFA Society New York
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. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Episode 183
Monday, 30 March, 2026
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.
