CFA Society Chicago
CFA Society ChicagoCFA 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 | 202 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
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Latest Episodes
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
The market is back to its AI focus with the Iran War still in the background, particularly since commodities prices are impacting data. Tony Zhang and Rich Excell are back to talk about possibly the most important thing - the Trump & Xi meeting this ... more
It is FOMC Day! It's AI data center earnings day! It's oil ovre $100 day! It's something for everyone day
Rich Excell and Tony Zhang are back to try and decode what we are seeing in the markets. Are you an AI optimist or pessimist? Do you care abou... more
Tony Zhang PhD, CFA and RIch Excell CFA, CMT are back for another episode. We ask the rhetorical question "is the market macro?' We know you know the answer and are frustrated by it. However, the 'macro' might be driving the rally even more than the ... more
Tony Zhang PhD, CFA and Rich Excell CFA, CMT discuss what may be the most macro of markets since we started Macro Matters. It may seem obvious, but right now, the Iran War is all that matters. What are the scenarios investors should worry about? What... more
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?
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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. Enterprising Investor
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4. Masters in Business
5. Exchanges
How many episodes of CFA Society Chicago are there?
CFA Society Chicago launched 6 years ago and published 202 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact CFA Society Chicago?
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What guests have appeared on CFA Society Chicago?
Recent guests on CFA Society Chicago include:
1. Greg Brown
2. Blaine Reed
3. Zed Francis
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.