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CFA Society Chicago

CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry.  Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more.  Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Last Episode Date: 01/23/2025

Total Episodes: Not Available

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Macro Matters - First one for 2025, it's all about the bonds
23 January 2025
Macro Matters - First one for 2025, it's all about the bonds

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for the first Macro Matters of 2025.  The story of the early part of the year is 10 year Treasury yields but that means we are talking yield curves, FOMC expectations, large cap vs. small cap and growth vs. value. We even got into the $7 trillion of Treasury issuance and Chinese 10 year yields at all-time lows!  A  full episode because we haven't spoken in a while.  Enjoy!

62 min
CFA Society Chicago Macro Matters - equity market thoughts heading into 2025
12 December 2024
CFA Society Chicago Macro Matters - equity market thoughts heading into 2025

Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform?  All of this and more

59 min
Macro Matters Barry Knapp - What's going on in the bond market?
13 November 2024
Macro Matters Barry Knapp - What's going on in the bond market?

Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does. 

44 min
Macro Matters - post election, post FOMC recap
8 November 2024
Macro Matters - post election, post FOMC recap

Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!

56 min
Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!
30 October 2024
Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT.  They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No Alternative) again?  Have a listen to find out

59 min
Macro Matters - China!
16 October 2024
Macro Matters - China!

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues.  Is China stimulus enough? Will it lead to China finally outperforming the US?  What about the US? How is the housing market doing? What does this mean for the US economy? Have a listen to find out

58 min
25 September 2024
Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler

Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay!  This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the President and CEO of EPSA, to walk us through the supply and demand dynamics in the energy market now

37 min
18 September 2024
Macro Matters - immediate reaction to September FOMC meeting

Tony Zhang PhD, CFA and Rich Excell CFA, CMT go live right after the FOMC news comes out to discuss what the Fed might be seeing, the reaction we are seeing in markets and what we might expect going forward

41 min
5 September 2024
Macro Matters podcast September 4, 2024

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out

53 min
13 August 2024
Macro Matters - recapping a crazy 10 days

Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?

45 min
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