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Macro Matters podcast – a crazy couple of weeks to end a crazy year
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Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look
179 episoder
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Manage episode 392397052 series 3260575
Innehåll tillhandahållet av CFA Society Chicago. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av CFA Society Chicago eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look
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CFA Society Chicago
1 Macro Matters - Easter Monday update 48:41
48:41 
Spela Senare 
Spela Senare 
Listor 
Gilla 
Gillad48:41
Spela Senare Spela Senare Listor Gilla GilladWith 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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CFA Society Chicago
1 Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events 57:55
57:55 Spela Senare Spela Senare Listor Gilla Gillad57:55
Spela Senare Spela Senare Listor Gilla GilladRich 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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CFA Society Chicago
1 Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis 46:12
46:12 Spela Senare Spela Senare Listor Gilla Gillad46:12
Spela Senare Spela Senare Listor Gilla GilladAny 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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CFA Society Chicago
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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CFA Society Chicago
1 Investment Exchange Forum - 2025 Investment Themes - economic forecast 46:14
46:14 Spela Senare Spela Senare Listor Gilla Gillad46:14
Spela Senare Spela Senare Listor Gilla GilladWe 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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CFA Society Chicago
1 Investment Exchange Forum - 2025 Investment Themes - Geopolitics 44:10
44:10 Spela Senare Spela Senare Listor Gilla Gillad44:10
Spela Senare Spela Senare Listor Gilla GilladIf 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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CFA Society Chicago
1 Investment Exchange Forum - 2025 Investment Themes - Equity markets 45:47
45:47 Spela Senare Spela Senare Listor Gilla Gillad45:47
Spela Senare Spela Senare Listor Gilla GilladIn 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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CFA Society Chicago
1 Investment Exchange Forum - 2025 Investment Themes - Fixed Income 38:18
38:18 Spela Senare Spela Senare Listor Gilla Gillad38:18
Spela Senare Spela Senare Listor Gilla GilladContinuing on our with our 2025 investment themes, Rich Excell CFA, CMT digs into the fixed income market with two excellent guests: Elizabeth Henderson, CFA the Head of Fixed Income for AAM and Anthony Woodside, CFA, FRM, the Head of Investment Strategy & Head of Multisector Fixed Income at LGIM America…
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CFA Society Chicago
1 Macro Matters - this is not about Nvidia ... 55:06
55:06 Spela Senare Spela Senare Listor Gilla Gillad55:06
Spela Senare Spela Senare Listor Gilla GilladBut we do cover a range of other interesting topics! Tony Zhang, PhD and CFA joins me to discuss falling US Treasury yields, money rotating overseas (particularly China and Europe), money rotating within the US market, the overvalued Dollar and crypto. We will get to NVDA next time!
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CFA Society Chicago
1 Investment Exchange Forum - 2025 Investment Themes - Commodities 58:09
58:09 Spela Senare Spela Senare Listor Gilla Gillad58:09
Spela Senare Spela Senare Listor Gilla GilladThe first of a multiple part series, we are exploring the investment themes of 2025. With so much concern on inflation, we thought the best place to start is in commodities. We were lucky to be joined by Bloomberg Intelligence Commodity Strategist Mike McGlone, a fellow CFA charterholder and friend of the program. We covered the gamut from soybeans to Solana, gold to gas.…
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CFA Society Chicago
1 Macro Matters - First one for 2025, it's all about the bonds 1:02:33
1:02:33 Spela Senare Spela Senare Listor Gilla Gillad1:02:33
Spela Senare Spela Senare Listor Gilla GilladTony 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!…
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CFA Society Chicago
1 CFA Society Chicago Macro Matters - equity market thoughts heading into 2025 59:05
59:05 Spela Senare Spela Senare Listor Gilla Gillad59:05
Spela Senare Spela Senare Listor Gilla GilladRich 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…
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CFA Society Chicago
1 Macro Matters Barry Knapp - What's going on in the bond market? 44:48
44:48 Spela Senare Spela Senare Listor Gilla Gillad44:48
Spela Senare Spela Senare Listor Gilla GilladRich 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.…
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CFA Society Chicago
1 Macro Matters - post election, post FOMC recap 56:21
56:21 Spela Senare Spela Senare Listor Gilla Gillad56:21
Spela Senare Spela Senare Listor Gilla GilladTony 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!
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CFA Society Chicago
1 Macro Matters - Is it really all about TINA? Special Guest Mr. Risk! 59:51
59:51 Spela Senare Spela Senare Listor Gilla Gillad59:51
Spela Senare Spela Senare Listor Gilla GilladFred 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…
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CFA Society Chicago
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
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CFA Society Chicago
1 Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler 37:22
37:22 Spela Senare Spela Senare Listor Gilla Gillad37:22
Spela Senare Spela Senare Listor Gilla GilladMaybe 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…
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CFA Society Chicago
1 Macro Matters - immediate reaction to September FOMC meeting 41:14
41:14 Spela Senare Spela Senare Listor Gilla Gillad41:14
Spela Senare Spela Senare Listor Gilla GilladTony 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
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CFA Society Chicago
1 Macro Matters podcast September 4, 2024 53:46
53:46 Spela Senare Spela Senare Listor Gilla Gillad53:46
Spela Senare Spela Senare Listor Gilla GilladTony 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
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CFA Society Chicago
1 Macro Matters - recapping a crazy 10 days 45:31
45:31 Spela Senare Spela Senare Listor Gilla Gillad45:31
Spela Senare Spela Senare Listor Gilla GilladTony 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?
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CFA Society Chicago
1 Investment Exchange Forum: India - Elections, Modi, and the investment landscape 40:19
40:19 Spela Senare Spela Senare Listor Gilla Gillad40:19
Spela Senare Spela Senare Listor Gilla GilladRich 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…
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CFA Society Chicago
1 Macro Matters - it's been a little while 48:39
48:39 Spela Senare Spela Senare Listor Gilla Gillad48:39
Spela Senare Spela Senare Listor Gilla GilladIt'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.…
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CFA Society Chicago
1 Investment Exchange Forum: Cannabis - is it time to revisit? 43:08
43:08 Spela Senare Spela Senare Listor Gilla Gillad43:08
Spela Senare Spela Senare Listor Gilla GilladRich 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.
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CFA Society Chicago
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?
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CFA Society Chicago
1 Macro Matters - May 21, 2024 - investor sentiment 49:53
49:53 Spela Senare Spela Senare Listor Gilla Gillad49:53
Spela Senare Spela Senare Listor Gilla GilladTony 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?…
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CFA Society Chicago
1 Macro Matters - May 8, 2024 - its still all about the Fed 59:09
59:09 Spela Senare Spela Senare Listor Gilla Gillad59:09
Spela Senare Spela Senare Listor Gilla GilladTony 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
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CFA Society Chicago
1 Macro Matters - April 22, 2024 - what's going on out there? 42:17
42:17 Spela Senare Spela Senare Listor Gilla Gillad42:17
Spela Senare Spela Senare Listor Gilla GilladTony 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…
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CFA Society Chicago
1 Investment Exchange Forum - QQQ - 25 years later 40:56
40:56 Spela Senare Spela Senare Listor Gilla Gillad40:56
Spela Senare Spela Senare Listor Gilla GilladMarch 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…
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CFA Society Chicago
1 Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing 43:16
43:16 Spela Senare Spela Senare Listor Gilla Gillad43:16
Spela Senare Spela Senare Listor Gilla GilladTony 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 on inflation, what we can expect from the FOMC, and finally, how assets are moving around the world based on this information. They cover a ton of ground ahead of important catalysts for the market…
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor 38:38
38:38 Spela Senare Spela Senare Listor Gilla Gillad38:38
Spela Senare Spela Senare Listor Gilla GilladIn 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 – where do we go from here?"…
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CFA Society Chicago
1 Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors! 37:22
37:22 Spela Senare Spela Senare Listor Gilla Gillad37:22
Spela Senare Spela Senare Listor Gilla GilladTony 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 fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss…
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CFA Society Chicago
1 Investing in US Financial History with Mark Higgins Podcast Part 2 43:05
43:05 Spela Senare Spela Senare Listor Gilla Gillad43:05
Spela Senare Spela Senare Listor Gilla GilladRich 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 the source of many of these events are the same cycle after cycle, decade after decade, century after century. Part 2 of 2…
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CFA Society Chicago
1 Macro Matters - yield curve, Fed expectations, inflation and more 46:16
46:16 Spela Senare Spela Senare Listor Gilla Gillad46:16
Spela Senare Spela Senare Listor Gilla GilladTony 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
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CFA Society Chicago
1 Investing in US Financial History with Mark Higgins Podcast Part 1 47:21
47:21 Spela Senare Spela Senare Listor Gilla Gillad47:21
Spela Senare Spela Senare Listor Gilla GilladRich 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 the source of many of these events are the same cycle after cycle, decade after decade, century after century. Part 1 of 2…
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CFA Society Chicago
Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together to discuss the recent FOMC news and impact, as well as earnings news and events. What does this mean for stocks? What does this mean for bonds?
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CFA Society Chicago
1 Macro Matters - Jan 22, 2024 - covering lots of current topics 40:15
40:15 Spela Senare Spela Senare Listor Gilla Gillad40:15
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast
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CFA Society Chicago
1 Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation 28:58
28:58 Spela Senare Spela Senare Listor Gilla Gillad28:58
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence." Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters podcast - Jan 8, 2024 - cryptocurrencies 48:06
48:06 Spela Senare Spela Senare Listor Gilla Gillad48:06
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2 protocols? How will AI impact crypto? Check, check and check, all were covered. Let us know your thoughts!…
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CFA Society Chicago
1 Macro Matters podcast – a crazy couple of weeks to end a crazy year 51:44
51:44 Spela Senare Spela Senare Listor Gilla Gillad51:44
Spela Senare Spela Senare Listor Gilla GilladTony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look…
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit series - Middle-market Financing 26:37
26:37 Spela Senare Spela Senare Listor Gilla Gillad26:37
Spela Senare Spela Senare Listor Gilla GilladRich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structures that are used and why they are preferred. What does the reward to risk look like in these financings? Enjoy
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit Series - asset-based finance 30:22
30:22 Spela Senare Spela Senare Listor Gilla Gillad30:22
Spela Senare Spela Senare Listor Gilla GilladFor the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector.…
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CFA Society Chicago
1 Macro Matters podcast– what is going on with this risk asset rally? 55:15
55:15 Spela Senare Spela Senare Listor Gilla Gillad55:15
Spela Senare Spela Senare Listor Gilla GilladIt has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market…
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit Series - Direct Lending 35:16
35:16 Spela Senare Spela Senare Listor Gilla Gillad35:16
Spela Senare Spela Senare Listor Gilla GilladIn the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders.
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CFA Society Chicago
1 William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA 43:01
43:01 Spela Senare Spela Senare Listor Gilla Gillad43:01
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit Series - Opportunistic investing 37:29
37:29 Spela Senare Spela Senare Listor Gilla Gillad37:29
Spela Senare Spela Senare Listor Gilla GilladIn this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market.…
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CFA Society Chicago
1 Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year 50:48
50:48 Spela Senare Spela Senare Listor Gilla Gillad50:48
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/ Ironsides Macroeconomics - https://ironsidesmacro.substack.com/…
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CFA Society Chicago
1 Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned 29:12
29:12 Spela Senare Spela Senare Listor Gilla Gillad29:12
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol Find out more about Paradigm - https://www.paradigm.co/ , https://www.linkedin.com/company/paradigmco/ , & on Twitter @tradeparadigm For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Real Estate Market Trends 27:24
27:24 Spela Senare Spela Senare Listor Gilla Gillad27:24
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Venture Capital 37:28
37:28 Spela Senare Spela Senare Listor Gilla Gillad37:28
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Private Markets 39:06
39:06 Spela Senare Spela Senare Listor Gilla Gillad39:06
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – NLP Techniques for Investing 41:15
41:15 Spela Senare Spela Senare Listor Gilla Gillad41:15
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis? 41:44
41:44 Spela Senare Spela Senare Listor Gilla Gillad41:44
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face 45:49
45:49 Spela Senare Spela Senare Listor Gilla Gillad45:49
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Thematic Investing 38:57
38:57 Spela Senare Spela Senare Listor Gilla Gillad38:57
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book “Better, Simpler Strategy: A Value-Based Guide to Exceptional Performance” and how it applies to investing. Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ Connect with Professor Felix https://www.linkedin.com/in/felix-oberholzer-gee-16424b4/ Episode Resources https://store.hbr.org/product/better-simpler-strategy-a-value-based-guide-to-exceptional-performance/10396 For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series - Is Duration Durable or Doomed? 38:31
38:31 Spela Senare Spela Senare Listor Gilla Gillad38:31
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at UBS Asset Management on his co-written paper “Asset allocation for an ESG world”. Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ and https://lottamoberg.com/ Connect with Michele on LinkedIn https://www.linkedin.com/in/michele-gambera-223870/ Podcast References https://www.cfainstitute.org/en/research/financial-analysts-journal/2006/long-term-returns-on-the-original-sp-500-companies https://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Natural Language Processing (NLP) 41:29
41:29 Spela Senare Spela Senare Listor Gilla Gillad41:29
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/ IDX Insights - https://idxinsights.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – Yield Curve Inversion: Diversion or Submersion? 36:00
36:00 Spela Senare Spela Senare Listor Gilla Gillad36:00
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum - Private Credit Series - an investment overview 30:08
30:08 Spela Senare Spela Senare Listor Gilla Gillad30:08
Spela Senare Spela Senare Listor Gilla GilladThe CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape…
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CFA Society Chicago
1 Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023 42:49
42:49 Spela Senare Spela Senare Listor Gilla Gillad42:49
Spela Senare Spela Senare Listor Gilla GilladTony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? Listen in to find out more…
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CFA Society Chicago
1 Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023 37:15
37:15 Spela Senare Spela Senare Listor Gilla Gillad37:15
Spela Senare Spela Senare Listor Gilla GilladIn this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer
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CFA Society Chicago
1 Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023 50:22
50:22 Spela Senare Spela Senare Listor Gilla Gillad50:22
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos is back and joins Tony Zhang and Rich Excell to talk about AI and what investors need to know. What are the risks? What are the opportunities? How should you approach AI as investors?
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CFA Society Chicago
1 Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023 53:50
53:50 Spela Senare Spela Senare Listor Gilla Gillad53:50
Spela Senare Spela Senare Listor Gilla GilladTony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be in the markets. Sometimes it is a market of stocks, and sometimes it is a stock market
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CFA Society Chicago
1 Macro Matters - Debt Ceiling Discussion - Volume 5, 2023 37:18
37:18 Spela Senare Spela Senare Listor Gilla Gillad37:18
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the market out of the woods? Or is the hard part only about to begin. Check it out
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CFA Society Chicago
1 Macro Matters - Financial Condtions - Volume 4 5/10/23 40:58
40:58 Spela Senare Spela Senare Listor Gilla Gillad40:58
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its component parts - Fed policy, corporate bond spreads, exchange rates and equities - they look at what the path going forward could be for financial conditions and what this means for the outlook to various asset markets…
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CFA Society Chicago
1 Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3 44:58
44:58 Spela Senare Spela Senare Listor Gilla Gillad44:58
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT, discuss what happened in the March FOMC meeting. What were the reactions in the short-term interest rate market, the futures market and the equity market. How is the banking crisis impacting Fed policy and what questions should CFA members be asking right now.…
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CFA Society Chicago
1 Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2 36:06
36:06 Spela Senare Spela Senare Listor Gilla Gillad36:06
Spela Senare Spela Senare Listor Gilla GilladIn this episode, Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT discuss the cryptocurrency market, emerging technologies and AI. They look at the problems that have occured in crypto, what that means for investors, what that means for investors and what that may mean going forward.…
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CFA Society Chicago
CFA Society Chicago member Dan Grana, CFA, talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management, about his recent book "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least."
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CFA Society Chicago
1 Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1 32:37
32:37 Spela Senare Spela Senare Listor Gilla Gillad32:37
Spela Senare Spela Senare Listor Gilla GilladMonique Thanos, Tony Zhang and Rich Excell, all CFA Charterholders and members of the CFA Society Chicago, get together to talk about inflation, the economy, FOMC policy and the impact on markets. It's been a few months since we got together so we managed to pack a lot in!
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CFA Society Chicago
1 Investment Exchange Forum - Japan and China economies in 2023 45:28
45:28 Spela Senare Spela Senare Listor Gilla Gillad45:28
Spela Senare Spela Senare Listor Gilla GilladInvestment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023 Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & stayvigilant.substack.com/ Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at https://econvue.com/…
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CFA Society Chicago
1 Investment Exchange Forum – Sorting through US election issues with Donald Schneider 42:40
42:40 Spela Senare Spela Senare Listor Gilla Gillad42:40
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections? Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Donald on LinkedIn https://www.linkedin.com/in/donald-schneider-56a0585b/ Piper Sander - https://www.pipersandler.com/…
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CFA Society Chicago
1 Investment Exchange Forum - China today with Reva Goujon 44:10
44:10 Spela Senare Spela Senare Listor Gilla Gillad44:10
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/ Rhodium Group https://rhg.com/…
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CFA Society Chicago
1 Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk 48:31
48:31 Spela Senare Spela Senare Listor Gilla Gillad48:31
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-goodwin/ State Street - https://www.statestreet.com/home.html…
CFA Society Chicago member Gaurav Kumar, CFA and Chris Quilty, founder and partner of Quilty Analytics, discuss structure, trends, risks, and opportunities in the fast growing and ever evolving space industry. Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/ Connect with Chris on LinkedIn https://www.linkedin.com/in/cquilty/ Quilty Analytics www.quiltyanalytics.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org…
CFA Society Chicago member Dan Grana, CFA talks with Richard Sloan, Deloitte and Touche Chair in Accounting at University of Southern California - Marshall School of Business on his co-authored papers around the concept of equity duration and how it evolved through Covid-19. Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ Resources: 2004 Paper (Publisher site): https://link.springer.com/article/10.1023/B:RAST.0000028186.44328.3f 2004 Paper (SSRN): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=551644 2021 Paper: https://onlinelibrary.wiley.com/doi/10.1111/1475-679X.12348 Equity Duration Model: https://tinyurl.com/DurationSheet For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – The Future of Inflation 34:11
34:11 Spela Senare Spela Senare Listor Gilla Gillad34:11
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Self-Directed IRAs 32:40
32:40 Spela Senare Spela Senare Listor Gilla Gillad32:40
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Real Estate 42:05
42:05 Spela Senare Spela Senare Listor Gilla Gillad42:05
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – The Role of Crypto in the Ukrainian Crisis 33:06
33:06 Spela Senare Spela Senare Listor Gilla Gillad33:06
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Behavioral Finance 37:23
37:23 Spela Senare Spela Senare Listor Gilla Gillad37:23
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – Value & Growth 44:30
44:30 Spela Senare Spela Senare Listor Gilla Gillad44:30
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
CFA Society Chicago member Gaurav Kumar, CFA returns to talk with Aon’s Managing Director of Capital Markets, Sourna Daneshvar on investment decision making at insurance firms and insurance as a source of permanent capital. Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/ Connect with Sourna on LinkedIn https://www.linkedin.com/in/sourna-daneshvar-12b07448/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
CFA Society Chicago member Lotta Moberg, PhD, CFA and Jordan Prince, a software engineer and co-inventor of NFTs on Solana, discuss the uniqueness of Non-fungible tokens (NFTs) and how they are different from cryptocurrencies Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Jordan on LinkedIn https://www.linkedin.com/in/jordan-prince/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – Geopolitics and the Energy Markets 30:31
30:31 Spela Senare Spela Senare Listor Gilla Gillad30:31
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – ESG Investing 24:49
24:49 Spela Senare Spela Senare Listor Gilla Gillad24:49
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute’s ESG certification and how it has impacted her process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/ Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Inflation & Asset Allocations 33:34
33:34 Spela Senare Spela Senare Listor Gilla Gillad33:34
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Rich Excell, CFA, talks with Loyola University CIO, Katie Wyatt, CFA on what we should be considering when it comes to inflation and asset allocation and how it can impact the investment process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Katie on LinkedIn https://www.linkedin.com/in/katharine-wyatt-cfa/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Investment Exchange Forum – Risk Management in Commodity Trading & Investing 43:29
43:29 Spela Senare Spela Senare Listor Gilla Gillad43:29
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago member Gaurav Kumar, CFA takes the lead in this week’s forum to chat with Dan Casey, head of credit risk portfolio management at BP on the risk of commodity trading and investing. Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/ Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-e-casey/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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CFA Society Chicago
1 Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation 30:02
30:02 Spela Senare Spela Senare Listor Gilla Gillad30:02
Spela Senare Spela Senare Listor Gilla GilladCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.…
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The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
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