Preview Mode Links will not work in preview mode

CFA Society Chicago

Apr 1, 2026

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 are the key indicators to watch to know which scenario may be...


Mar 9, 2026

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 $100. What are the impacts? What are investors doing? Tune in to find out


Feb 23, 2026

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? 


Feb 11, 2026

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...


Jan 23, 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...