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CFA Society Chicago

Latest episodes

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Jun 20, 2025 • 56min

Macro Matters - rate cuts & Treasury demand

Its mid-June so it is all about the FOMC.  However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do!   Have a listen and let us know what you think
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Jun 12, 2025 • 38min

Private Asset Performance: the Latest Academic Research

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.
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Jun 11, 2025 • 48min

Macro Matters - back after a long break

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first?  What will the Fed do given the data we have seen?  Have a listen to find out
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Apr 21, 2025 • 49min

Macro Matters - Easter Monday update

With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!
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Apr 11, 2025 • 58min

Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events

Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago
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Apr 9, 2025 • 46min

Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis

Any volatility in the market these days?   We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets   Very lucky to have Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the CFA Society Chicago Investment Exchange Forum - Investment Themes for 2025 series
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Apr 7, 2025 • 50min

Macro Matters - Liberation Day!

In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward
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Apr 3, 2025 • 46min

Investment Exchange Forum - 2025 Investment Themes - economic forecast

We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today
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Mar 31, 2025 • 44min

Investment Exchange Forum - 2025 Investment Themes - Geopolitics

If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.
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Mar 17, 2025 • 46min

Investment Exchange Forum - 2025 Investment Themes - Equity markets

In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the different sectors, styles and factors in the US equity market. 

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