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CFA Society Chicago

CFA Society Chicago
Federal Reserve
Inflation
Investment Management
Asset Allocation
Cryptocurrency
Manager Selection
Private Credit
Philanthropy
Team Collaboration
Long-Term Investment Strategies
Interest Rates
Financial History
Shadow Banking
Private Equity
Public Equity
The Great Depression
World War I
Bitcoin ETF
Corporate Earnings
US Financial History

CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the b... more

PublishesTwice monthlyEpisodes188Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Latest Episodes

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar.  Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest ... more

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are... more

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets.  CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics cov... more

Blaine Reed, Tony Zhang and Rich Excell get together to discuss what the FOMC did and should do. The FOMC has a dual mandate of price stability and full employment. Do measures of either suggest the Fed should cut? What does argue for the Fed to cut,... more

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Recent Guests

Greg Brown
Leading researcher in private asset performance literature and faculty at UNC Kenan-Flagler Business School.
UNC Kenan-Flagler Business School
Episode: Private Asset Performance: the Latest Academic Research
Zed Francis
CIO and co-founder of Convexitas
Convexitas
Episode: Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis
Blaine Reed
Charterholder and member of CFA Society Chicago
CFA Society Chicago
Episode: Macro Matters - Liberation Day!
Brian Wesbury
Chief economist of First Trust and a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago
First Trust
Episode: Investment Exchange Forum - 2025 Investment Themes - economic forecast
Reva Goujon
Geopolitical strategist and Director of Corporate Advisory at Rhodium Group
Rhodium Group
Episode: Investment Exchange Forum - 2025 Investment Themes - Geopolitics
Dave Sekera
US Market Strategist at Morningstar Research Services and CFA Charter holder
Morningstar
Episode: Investment Exchange Forum - 2025 Investment Themes - Equity markets
Elizabeth Henderson
Head of Fixed Income at AAM
AAM
Episode: Investment Exchange Forum - 2025 Investment Themes - Fixed Income
Anthony Woodside
Head of Investment Strategy and Multi-Sector Fixed Income at LGIM America
LGIM America
Episode: Investment Exchange Forum - 2025 Investment Themes - Fixed Income
Mike McGlone
Commodity Strategist at Bloomberg Intelligence and a fellow CFA Charterholder.
Bloomberg Intelligence
Episode: Investment Exchange Forum - 2025 Investment Themes - Commodities

Hosts

Rich Excell
Host of the podcast and a member of CFA Society Chicago, engaged in discussions on macroeconomic factors and investment strategies.
Tony Zhang
Co-host at CFA Society Chicago, contributing to conversations on investment themes and economic analysis.

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Talking Points

Recent interactions between the hosts and their guests.

Investment Exchange Forum - 2025 Investment Themes - economic forecast
Q: Is there a reason to believe there's enough investor appetite or confidence for all this sovereign debt to be issued?
Investors may have concerns about the volume of sovereign debt, which could lead to higher borrowing costs for governments.
Investment Exchange Forum - 2025 Investment Themes - economic forecast
Q: How should we be thinking about the impact on the US economy of this cut to fiscal spending?
Cutting government spending will likely initially slow growth, but is necessary for long-term economic health.
Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis
Q: How do you kind of talk to clients to think about this topic of forecasting and volatility?
Forecasting anything in markets is incredibly difficult; recognizing the difference between implied and realized volatility is crucial.
Investment Exchange Forum - 2025 Investment Themes - Geopolitics
Q: What are the possibilities for positive outcomes in the current geopolitical landscape?
The possibilities include companies reshoring manufacturing to the U.S. and achieving successful international deals, provided there's deft diplomacy involved.
Investment Exchange Forum - 2025 Investment Themes - Geopolitics
Q: What are the potential implications of waning U.S. security guarantees on international relations?
The lack of credibility in U.S. security guarantees could embolden adversaries like China, potentially complicating relations with allies in the Indo-Pacific region.

Audience Metrics

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Frequently Asked Questions About CFA Society Chicago

What is CFA Society Chicago about and what kind of topics does it cover?

Focusing on the intricacies of the investment industry, this podcast features discussions led by members of a professional society, wherein they engage with leading experts about varied investment topics. Frequent subjects include equity and fixed income analysis, portfolio allocation strategies, ESG (Environmental, Social, and Governance) investing, venture capital, and private equity insights. Each episode provides valuable perspectives on current market trends, economic indicators, and comprehensive research relevant to investors and financial professionals alike, making it a notable resource for those looking to deepen their understanding of investment strategies and industry dynamics.

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Which podcasts are similar to CFA Society Chicago?

These podcasts share a similar audience with CFA Society Chicago:

1. The Markets
2. Investing Insights
3. The Long View
4. On Investing
5. Exchanges

How many episodes of CFA Society Chicago are there?

CFA Society Chicago launched 6 years ago and published 188 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CFA Society Chicago?

Recent guests on CFA Society Chicago include:

1. Greg Brown
2. Zed Francis
3. Blaine Reed
4. Brian Wesbury
5. Reva Goujon
6. Dave Sekera
7. Elizabeth Henderson
8. Anthony Woodside

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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