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Artwork for CFA Society Chicago

CFA Society Chicago

CFA Society Chicago
Federal Reserve
Inflation
Interest Rates
China
Artificial Intelligence
Cryptocurrency
Tariffs
Private Equity
Commodities
Investment Management
Corporate Earnings
Equity Markets
Asset Allocation
Private Credit
Economic Growth
Labor Market
Unemployment
Credit Markets
NVIDIA
Manager Selection

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 monthlyEpisodes204Founded7 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for CFA Society Chicago

Latest Episodes

Tony Zhang, Jessica Noviskis and Rich Excell are back to talk about the macro that matters! This time, it is all about the FOMC - is the bond market already giving up on Chairman Warsh? What does that mean for stocks? Will investors switch at some le... more

What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and gr... more

Whether it is in semis and memory stocks or the overall economy, the big talk of the market is price stability or lack thereof. Tony Zhang and Rich Excell are back to break down market moves from short-term rates and Kevin Warsh to the AI trade. Let ... more

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back after some R&R. Given it has been almost a month since we last talked, we looked at every asset class and guess what? There are some interesting moves going on in everything from gold to bonds to ... 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 focused on macro insights; frequent CFA Society Chicago contributor with emphasis on macroeconomics, policy signals, and market implications.
Tony Zhang
Co-host with a market-analyst perspective, contributing to macro and asset-allocations discussions.
Blaine Reed
Co-host and financial commentator providing additional market viewpoints and scenario analysis.

Chart Rankings

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

Apple Podcasts
#219
India/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.

Audience Metrics

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Listeners per Episode
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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?

This program delivers accessible, practitioner-focused discussions about macroeconomics, markets, and the forces shaping asset prices. Across episodes, hosts frequently dissect macro shocks, policy signals from the Fed, oil dynamics, and the impact of technology — notably AI — on earnings, productivity, and valuations. The format leans into timely, scenario-based analysis with practical implications for portfolio positioning, risk management, and strategic allocation. A standout trait is the blend of macro narration with bottom-up market observations, anchored by hosts who regularly reference CFA Society Chicago's audience and professional community. Potential listeners include investment professionals seeking frameworks to interpret cross-... 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 Long View
2. Alpha Exchange
3. Exchanges
4. Masters in Business
5. Excess Returns

How many episodes of CFA Society Chicago are there?

CFA Society Chicago launched 7 years ago and published 204 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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