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CFA Society Chicago

Mar 18, 2024

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC,...


Mar 12, 2024

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from...


Mar 4, 2024

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an...


Feb 22, 2024

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the...


Feb 20, 2024

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks were FULL of macro