最高の Cfa Society Chicago ポッドキャスト (2024)

1
Macro Matters - April 22, 2024 - what's going on out there? 42:17

18h ago42:17

42:17

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…

1
Investment Exchange Forum - QQQ - 25 years later 40:56

22d ago40:56

40:56

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 l…

1
Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing 43:16

1M ago43:16

43:16

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 on inflation, what we can expect from the FOMC, and finally, how assets are …

1
Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor 38:38

1M ago38:38

38:38

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 – where do we go from here?"

1
Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors! 37:22

2M ago37:22

37:22

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 fundamental drivers of earnings and factors. It is an action-packed episode you do…

1
Investing in US Financial History with Mark Higgins Podcast Part 2 43:05

2M ago43:05

43:05

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 the source of many of these events are the same cycle after cycle, decade a…

1
Macro Matters - yield curve, Fed expectations, inflation and more 46:16

2M ago46:16

46:16

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

1
Investing in US Financial History with Mark Higgins Podcast Part 1 47:21

2M ago47:21

47:21

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 the source of many of these events are the same cycle after cycle, decade a…

1
Macro Matters podcast - Feb 5, 2024 30:35

3M ago30:35

30:35

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?

1
Macro Matters - Jan 22, 2024 - covering lots of current topics 40:15

3M ago40:15

40:15

Monique 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

1
Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation 28:58

3M ago28:58

28:58

CFA 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@cfachi…

1
Macro Matters podcast - Jan 8, 2024 - cryptocurrencies 48:06

3M ago48:06

48:06

Monique 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!…

1
Macro Matters podcast – a crazy couple of weeks to end a crazy year 51:44

4M ago51:44

51:44

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…

1
Investment Exchange Forum - Private Credit series - Middle-market Financing 26:37

4M ago26:37

26:37

Rich 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

1
Investment Exchange Forum - Private Credit Series - asset-based finance 30:22

4M ago30:22

30:22

For 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.…

1
Macro Matters podcast– what is going on with this risk asset rally? 55:15

5M ago55:15

55:15

It 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…

1
Investment Exchange Forum - Private Credit Series - Direct Lending 35:16

5M ago35:16

35:16

In 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.

1
William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA 43:01

5M ago43:01

43:01

1
Investment Exchange Forum - Private Credit Series - Opportunistic investing 37:29

5M ago37:29

37:29

In 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 a…

1
Investment Exchange Forum - Private Credit Series - an investment overview 30:08

6M ago30:08

30:08

The 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 t…

1
Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023 42:49

7M ago42:49

42:49

Tony 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? List…

1
Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023 37:15

9M ago37:15

37:15

In 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

1
Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023 50:22

9M ago50:22

50:22

Monique 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?

1
Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023 53:50

10M ago53:50

53:50

Tony 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

1
Macro Matters - Debt Ceiling Discussion - Volume 5, 2023 37:18

11M ago37:18

37:18

Monique 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

1
Macro Matters - Financial Condtions - Volume 4 5/10/23 40:58

12M ago40:58

40:58

Monique 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 variou…

1
Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3 44:58

1y ago44:58

44:58

Monique 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.…

1
Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2 36:06

1y ago36:06

36:06

In 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.…

1
Antti Ilmanen – Expected Returns 50:59

1y ago50:59

50:59

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."

1
Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1 32:37

1y ago32:37

32:37

Monique 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!

1
Investment Exchange Forum - Japan and China economies in 2023 45:28

1+ y ago45:28

45:28

Investment 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 Lin…

1
Investment Exchange Forum – Sorting through US election issues with Donald Schneider 42:40

1+ y ago42:40

42:40

CFA 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 …

1
Investment Exchange Forum - China today with Reva Goujon 44:10

1+ y ago44:10

44:10

CFA 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/newsletter…

1
Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk 48:31

1+ y ago48:31

48:31

CFA 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 post…

1
Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year 50:48

1+ y ago50:48

50:48

CFA 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.…

1
Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned 29:12

2y ago29:12

29:12

CFA 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-fr…

1
Investment Exchange Forum – Real Estate Market Trends 27:24

2y ago27:24

27:24

CFA 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-…

1
Investment Exchange Forum – Venture Capital 37:28

2y ago37:28

37:28

CFA 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:/…

1
Macro Matters Series – Cannabis 45:48

2y ago45:48

45:48

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-w…

1
Investment Exchange Forum – Private Markets 39:06

2y ago39:06

39:06

CFA 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-option…

1
Investment Exchange Forum – NLP Techniques for Investing 41:15

2y ago41:15

41:15

CFA 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/newsl…

1
Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis? 41:44

2y ago41:44

41:44

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-w…

1
Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face 45:49

2y ago45:49

45:49

CFA 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-exc…

1
Investment Exchange Forum – Thematic Investing 38:57

2y ago38:57

38:57

CFA 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-exc…

1
Strategy in Investing 36:38

2y ago36:38

36:38

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 Professo…

1
Macro Matters Series - Is Duration Durable or Doomed? 38:31

2y ago38:31

38:31

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-w…

1
“Asset allocation for an ESG world” 44:16

2y ago44:16

44:16

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/ Connec…

1
Investment Exchange Forum – Natural Language Processing (NLP) 41:29

2y ago41:29

41:29

CFA 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 he…

1
Macro Matters Series – Yield Curve Inversion: Diversion or Submersion? 36:00

2y ago36:00

36:00

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. 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 …

1
Space Industry 49:05

2y ago49:05

49:05

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.co…

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