CFA Society Chicago

Investment Exchange Forum – Thematic Investing


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CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/

For more episodes go to www.cfachicago.org/podcasts and email [email protected]

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

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CFA Society ChicagoBy CFA Society Chicago

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