Nov 13, 2024
Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most...
Nov 8, 2024
Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!