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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: 22 May 2024

Total Episodes: 156

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22 May 2024
Macro Matters - May 21, 2024 - investor sentiment

Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will tha...

49 min
9 May 2024
Macro Matters - May 8, 2024 - its still all about the Fed

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out

59 min
22 April 2024
Macro Matters - April 22, 2024 - what's going on out there?

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Ric...

42 min
1 April 2024
Investment Exchange Forum - QQQ - 25 years later

March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the ...

40 min
18 March 2024
Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news o...

43 min
12 March 2024
Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam ...

38 min
4 March 2024
Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundame...

37 min
22 February 2024
Investing in US Financial History with Mark Higgins Podcast Part 2

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because ...

43 min
20 February 2024
Macro Matters - yield curve, Fed expectations, inflation and more

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks were FULL of macro

46 min
19 February 2024
Investing in US Financial History with Mark Higgins Podcast Part 1

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because ...

47 min
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