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Which podcasts are discussing MSCI?
5 ATTRIBUTED IDEAS · 4 EPISODES · 2 SHOWS
The shows
The Compound and Friends
Motley Fool Money
Where the discussion went deepest
24 JUL3W AGOTHE COMPOUND AND FRIENDS · 59:39
AI fears overblown for proprietary data providers
“The speakers argued that data and software incumbents with proprietary data sets face overblown AI disruption fears because LLMs must act as enablers and pay for their data.”
How Ron Baron Became the Greatest Fund Manager of All Time · with Nuveen
In depth · 4/5Verify in source →
21 JUL3W AGOMOTLEY FOOL MONEY · 02:30
6 MAR6 MARTHE COMPOUND AND FRIENDS · 05:20
Insider buying as a signal on broken momentum stocks
“The guest argued that combining negative momentum screens with significant insider buying can identify potential turning points, using MSCI as a repeated example.”
True or False - Private Credit Is This Generation’s Subprime
In depth · 4/5Verify in source →
11 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 14:30
Data providers can charge LLMs for training
“The hosts argued that data providers like FactSet, Bloomberg, and rating agencies own the fuel for LLMs and can demand payment, preventing a repeat of the 'information wants to be free' era.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Substantive discussion · 3/5Verify in source →
24 JUL3W AGOTHE COMPOUND AND FRIENDS · 01:45
MSCI systemics drive market volatility over fundamentals
“Systematic investing and index product expansion - represented by providers like MSCI - create market volatility that decouples stock prices from business fundamentals.”
How Ron Baron Became the Greatest Fund Manager of All Time · with Nuveen
Notable comment · 2/5Verify in source →
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