
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
| Publishes | Twice monthly | Episodes | 204 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||

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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Apple Podcasts | #219 |
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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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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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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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