CFA Society Chicago CFA Society Chicago
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Investment Exchange Forum: Cannabis - is it time to revisit?
Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.
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Macro Matters podcast June 14, 2024
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?
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Macro Matters - May 21, 2024 - investor sentiment
Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will that mean for markets? Is it time for the emerging markets to catch up?
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Macro Matters - May 8, 2024 - its still all about the Fed
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out
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Macro Matters - April 22, 2024 - what's going on out there?
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Rich to find out why this macro matters
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Investment Exchange Forum - QQQ - 25 years later
March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look like going forward