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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 va... more
FAQs about CFA Society Chicago:How many episodes does CFA Society Chicago have?The podcast currently has 195 episodes available.
February 23, 2026Macro Matters - why is everyone so negative?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? ...more44minPlay
February 11, 2026Macro Matters - Monday February 9 - is the AI trade over? Is the market doomed?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. emerging markets over the same time. Anyone notice energy besting technology by 20% this year? Is the AI trade over? Is the market doomed?...more55minPlay
January 23, 2026Macro Matters - Kicking off 2026!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 This podcast is worth 0.75 PL (continuing education) credits. For those that listened and want their credit for this episode, or others, reach out to [email protected] ...more42minPlay
December 11, 2025Macro Matters - post FOMC show - last one for 2025!Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2026? What are the various markets thinking? How are Blaine, Tony and Rich trying to navigate the markets? Have a listen to find out...more59minPlay
November 17, 2025Macro Matters - AI, job losses, rate cuts & affordabilityTony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can Fed rate cuts help job losses from AI? Have a listen to find out...more45minPlay
November 03, 2025Macro Matters - is the equity market too pessimistic?Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of the last 2 weeks and what to look for going forward, have a listen. Remember to like/share/subscribe...more46minPlay
October 23, 2025Macro Matters - Oct 22: growth, earnings, oil and inflationBlaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out...more47minPlay
October 06, 2025Macro Matters - October 3, 2025 - is it that easy?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 cracks in the credit markets? Have a listen to find out...more53minPlay
August 29, 2025Macro Matters - it's going to happen, so what?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 we already seeing? Have a listen to find out...more36minPlay
August 15, 2025Macro Matters - the Fed is going to cut, but should it?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 covered. Please like/share/subscribe as it helps us a lot to get the word out ...more49minPlay
FAQs about CFA Society Chicago:How many episodes does CFA Society Chicago have?The podcast currently has 195 episodes available.