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Compound Insights

Compound Insights

The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

Aug 10, 2026 · 46 min · 10 segments

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…

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.

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…

Speakers: Tyler WilkensGuestGary FarberHost

Top entities: S&P 500×22 Federal Reserve System×10 Exchange-traded fund×3 CFA Institute Treasury×2

Welcome and Guest Introduction0:00 – 0:25

Gary FarberHost

0:00

Welcome to Compound Insights, a podcast by CFA Society New York.

Gary FarberHost

0:04

I'm your host, Gary Faber.

Gary FarberHost

0:06

Today, we're welcoming to the podcast Tyler Wilkins, director and head portfolio strategist at Catalyst Capital Advisors.

Gary FarberHost

0:13

He's responsible for both portfolio construction and investment strategy at Catalyst.

Gary FarberHost

0:18

Tyler, welcome to Compound Insights.

Gary FarberHost

0:20

It's a pleasure to have you on the podcast today.

Tyler WilkensGuest

0:22

Thank you, Gary.

Tyler WilkensGuest

0:23

I appreciate the opportunity.

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S&P 500EntityStock market index
98%22 mentions
Federal Reserve SystemGovernment OrganizationCentral bank
94%10 mentions
Exchange-traded fundEntity
91%3 mentions
CFA InstituteEducational OrganizationNot-for-profit organization
87%1 mention
TreasuryEntity
83%2 mentions
Individual retirement accountEntity
80%1 mention
NvidiaCompanyCompany
76%1 mention
Artificial intelligenceEntityProfessional field
72%1 mention
RobinhoodCompanyFinancial services company
69%1 mention
AppleCompanyTechnology company
65%2 mentions
The Vanguard GroupCompanyInvestment management company
61%1 mention
Doctor of PhilosophyEntityDegree
57%2 mentions
Middle EastAdministrative AreaRegion
54%1 mention
Kevin WarshPersonChair of the Federal Reserve of the United States
50%1 mention
MerrillCompanyInvestment management company
44%1 mention
Morgan StanleyCompanyInvestment banking company
44%1 mention
Large language modelEntity
39%1 mention
Refinitiv LipperCompanyFinancial services company
35%1 mention
Wall StreetTourist AttractionStreet in New York
31%1 mention
Amazon.comCompanyE-commerce company
26%1 mention
MicrosoftCompanyTechnology company
26%1 mention
WisdomTree InvestmentsCompanyCompany
20%1 mention
JPMorgan ChaseCompanyInvestment banking company
15%1 mention
iSharesBrand
15%1 mention
Fidelity InvestmentsCompanyFinancial services company
9%1 mention
Morningstar, Inc.CompanyFinancial services company
4%1 mention
Russell 1000 IndexEntityStock market index
4%1 mention

Geopolitical FactorsFinance > Investment > Risk Management > Volatility
Retail AdvisorsFinance > Investment > Alternative Investments
Market DynamicsFinance > Investment > Alternative Investments > Retail Advisors
Valuation MetricsEconomics > Market Analysis > Earnings Reports
Investor BehaviorEconomics > Market Analysis > Earnings Reports > Valuation Metrics
Behavioral FinanceFinance > Investment Strategies > Client Education
Long-term PlanningFinance > Investment Strategies > Client Education > Behavioral Finance
Portfolio ManagementFinance > Investment
Investment StrategiesFinance
Risk ManagementFinance > Investment
Market AnalysisEconomics
Market TrendsFinance > Investment > Portfolio Management > Asset Allocation
Client EducationFinance > Investment Strategies
Alternative InvestmentsFinance > Investment
InvestmentFinance
VolatilityFinance > Investment > Risk Management
Asset AllocationFinance > Investment > Portfolio Management
Earnings ReportsEconomics > Market Analysis
Economics
Finance