CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece "Today's ultra-low interest rates are anything but 'natural'". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Lotta on LinkedIn @ lotta-moberg Link to Lotta's op-ed – Today's ultra-low interest rates are anything but 'natural' https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793 William Blair White Paper referenced in the episode https://www.williamblair.com/en/Research-and-Insights/Insights/Institutional-White-Paper/IM-Papers/2020/Adventures-on-the-Planet-of-the-Apes.aspx For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Justin on LinkedIn @ justin-hance-cfa For more episodes go to www.cfachicago.org/podcasts

Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Chris on LinkedIn @ christopher-t-vincent-cfa For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Kim on LinkedIn @ kimberly-clausing Kim's book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335 For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Greg on LinkedIn @ gregory-daco For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Reva on LinkedIn @ reva-goujon For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative's website - www.reshorenow.org Access the links referenced by Harry below– TCO Estimator: https://reshorenow.org/tco-estimator/ Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/ Import Substitution Program: https://reshorenow.org/isp/ 2018 data Report: https://drive.google.com/file/d/1UvSQEL51zHI6NzRlo1BdWoymvQhgfLvF/view Competitiveness Toolkit: https://reshorenow.org/blog/competitiveness-toolkit-draft/ Links to 24 Moser on Manufacturing columns in Assembly magazine: https://www.assemblymag.com/authors/2068-harry-moser FDI Intelligence article on picking the right country to manufacture for the U.S. market: https://www.fdiintelligence.com/stream/author/Harry%20Moser%20and%20Michelle%20Comerford For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares' Chief Investment Officer, Brendan Ahern. Connect with Brett on LinkedIn @ brett-bina Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com For more episodes go to www.cfachicago.org/podcasts Information referenced in this podcast - https://www.heritage.org/index/?version=1167 https://www.transparency.org/en/ https://libertystreeteconomics.newyorkfed.org/ https://www.msci.com/index-solutions

CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article "How the Coronavirus Will Reshape World Trade". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Jake on LinkedIn @ jacobschlesinger Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com See Jake's article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995 *Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to the WSJ story on the speech: https://www.wsj.com/articles/biden-looks-to-curb-covid-19-economic-damage-with-buy-american-plan-11594287005 Link to WSJ weekly newsletter on the business implications of the election. In this edition, Jake does a Q&A about the Biden Buy American plan. https://electionbusiness.cmail20.com/t/ViewEmail/d/D4045383943E7A532540EF23F30FEDED/ACB59639BA04A5BE0CC2E775D3CF5869 For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute's Executive Director, Ed Pound and Strategic Project Solutions' CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to assess and adjust supply chains in response Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/ For more episodes go to www.cfachicago.org/podcasts