Castuner

FactSet Insight

FactSet

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.

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Episodes

46 episodes

  1. U.S. ETF Monthly Summary: October 2026 Results 4:56
  2. S&P 500 Q3 Earnings Update 14:14
  3. Back to the Future: Tracking LP Portfolio Composition Over 20 Years 3:34
  4. S&P 500 Earnings Season Update: October 16, 2026 6:06
  5. Convincing Is Not the Same as Accurate: What Financial Institutions Must Demand from AI 19:49
  6. S&P 500 Likely to Report Earnings Growth Above 35% for Q3 5:15
  7. U.S. ETF Monthly Summary: September 2026 Results 5:14
  8. Timing Signal Composites with Macro Regime Predictions 24:02
  9. The Signal-to-Pitch Workflow Advantage: AI Is Reshaping How Banks Win Mandates 12:54
  10. U.S. ETF Monthly Summary: August 2026 Results 4:45
  11. Historical Lessons: How New Tariffs Could Affect Financial Markets 9:19
  12. The Real AI Race is Now About Connection and Architecture 10:48
  13. S&P 500 Q2 Earnings Update 18:08
  14. Total Portfolio Approach: The Plumbing Beneath the Philosophy 11:40
  15. Why AI Architecture Is the Key Competitive Variable in Financial Services 17:01
  16. Metals & Mining: Copper Capex Watch 18:16
  17. U.S. Wireless Operators Increase Focus on Fiber 9:58
  18. The Power Behind AI: Energy, Infrastructure, and Private Capital in Motion 35:56
  19. U.S. ETF Monthly Summary: June 2026 Results 7:00
  20. Stress Testing Investment Strategies: Combining Historical Data and Projected Assumptions 17:14
  21. S&P 500 Q4 Earnings Update 17:17
  22. ETF Investors’ Identity Crisis 18:47
  23. Does the Steepener Trade Still Have Room to Run? 15:05
  24. Private Markets Go Public: A New Era for Alternative Assets 21:02
  25. S&P 500 Q3 Earnings Update 11:25
  26. Modernizing Financial Data and AI with Databricks 37:46
  27. The Wealth Trifecta: Tech, Private Markets, and AI 15:47
  28. S&P 500 Q2 Earnings Update 17:21
  29. Washington: Data Modernization and Regulatory Access 18:40
  30. Insurance: Q2 Earnings Analysis for PMs and the Sell Side 9:05
  31. Wealth Management: Is This Popular ETF Product Worth the Price? 41:01
  32. Historical Insights into How Financial Policy Is Made 30:31
  33. Washington Policy Roundup 24:04
  34. Q1 2025 S&P 500 Midseason Earnings Update 16:36
  35. The Art of Tailored Investor Communications 37:46
  36. Demystifying the Cloud with Snowflake 49:57
  37. Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist? 29:31
  38. Washington: Digital Assets Policy and Taxation 16:29
  39. The AI Inflection Point 25:51
  40. How RAG Enhances GenAI Accuracy for Financial Research Data 57:01
  41. California Fires: Insurance Market Forecast 20:03
  42. S&P 500 Midseason Earnings Update 14:58
  43. ETFs Went Bananas in 2024 41:57
  44. Washington: What We Are Watching in Financial Services Policy 27:17
  45. Scaling M&A Capacity: How AI Tools Are Optimizing Junior Banker Performance 7:38
  46. AI, Washington, ETFs, and More: Our Experts on What to Watch in 2025 13:34