In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market.

The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape

Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? Listen in to find out more

In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer

Monique Thanos is back and joins Tony Zhang and Rich Excell to talk about AI and what investors need to know. What are the risks? What are the opportunities? How should you approach AI as investors?

Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be in the markets. Sometimes it is a market of stocks, and sometimes it is a stock market

Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the market out of the woods? Or is the hard part only about to begin. Check it out

Monique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its component parts - Fed policy, corporate bond spreads, exchange rates and equities - they look at what the path going forward could be for financial conditions and what this means for the outlook to various asset markets

Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT, discuss what happened in the March FOMC meeting. What were the reactions in the short-term interest rate market, the futures market and the equity market. How is the banking crisis impacting Fed policy and what questions should CFA members be asking right now.