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Artwork for CFA Society Chicago

CFA Society Chicago

CFA Society Chicago
Federal Reserve
Inflation
Investment Management
Asset Allocation
Cryptocurrency
Manager Selection
Private Credit
Long-Term Investment Strategies
Philanthropy
Team Collaboration
Interest Rates
Financial History
Shadow Banking
Public Equity
Private 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 monthlyEpisodes196Founded6 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Latest Episodes

Tony Zhang and Rich Excell are back with another episode of Macro Matters

The market has presumably moved on from its AI concerns and is now focused on another big problem all together - the conflict in the Middle East. Oil prices have moved about ... more

Tony Zhang, Blaine Reed and Rich Excell are back and the topic is negativity. There is so much negative sentiment in the markets right now. What is driving it? Is it based on reality or is this a buying opportunity?

Tony Zhang, Blaine Reed and Rich Excell are back to talk about what is happening in the markets. It has been all about AI for the last 2 years. However, don't look now but the US is lagging Europe by 13.5% over the last 12 months and by 19% vs. emerg... more

Tony Zhang, Blaine Reed and Rich Excell are back with the first episode of 2026. At least nothing has been going on so far this year! The teams talks about 'Sell America', tech stocks, term premia and capital flows. A lot to cover in a short time

T... 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 with extensive involvement in macro discussions and CFA Society Chicago activities.
Tony Zhang
Co-host focusing on market analysis and macro themes, frequently contributing to discussions on AI, rates, and market dynamics.
Blaine Reed
Co-host and market commentator, often addressing liquidity, credit markets, and macro perspectives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#108
Italy/Business/Investing

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.

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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?

The show centers on macroeconomics, markets, and investment strategy, with recurring hosts unpacking how big-picture events—from Federal Reserve policy and inflation to AI disruption and sector rotations—shape asset prices. Episodes frequently tie together crypto, private markets, and public equities to assess risk, opportunities, and portfolio implications, often weighing the impact of policy shifts, earnings cycles, and geopolitical headlines on the investment landscape. A standout trait is the hosts' willingness to blend rigorous analysis with accessible storytelling, making complex topics like private credit, AI-driven productivity, and macro regime changes approachable for sophisticated finance audiences. The format appears to emphasiz... more

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Which podcasts are similar to CFA Society Chicago?

These podcasts share a similar audience with CFA Society Chicago:

1. The Meb Faber Show - Better Investing
2. The Memo by Howard Marks
3. Odd Lots
4. Monetary Matters with Jack Farley
5. Thoughtful Money with Adam Taggart

How many episodes of CFA Society Chicago are there?

CFA Society Chicago launched 6 years ago and published 196 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

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