CFA Society Chicago

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

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?

Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians. Lyric mentions an article written by her team. This is a link to that article: https://plus.econvue.com/p/indias-dynamic-growth-story

It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. Don't worry - we've got you covered.

Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?

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 that mean for markets? Is it time for the emerging markets to catch up?

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

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 Rich to find out why this macro matters

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 history of QQQ, how the ETF landscape has evolved, and what it might look like going forward