Macro Matters - China!

CFA Society Chicago

Player FM - Internet Radio Done Right

הוסף לפני three שנים

תוכן מסופק על ידי CFA Society Chicago. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי CFA Society Chicago או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Exile

1
Episode 10: From Refugee to Radical 44:09

לפני 2 years44:09

הפעל מאוחר יותר

רשימות

לייק

אהבתי

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

לפני שנה 58:44

MP4•בית הפרקים

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy?

Have a listen to find out

171 פרקים

#MBA #Trading #Business #CFA Society Chicago #Society #Cfachicago #Charter #Chicago #CFA #Investing

Macro Matters - China!

CFA Society Chicago

published לפני שנה

שתפו

MP4•בית הפרקים

Have a listen to find out

171 פרקים

#MBA #Trading #Business #CFA Society Chicago #Society #Cfachicago #Charter #Chicago #CFA #Investing

ทุกตอน

1
Macro Matters - this is not about Nvidia ... 55:06

לפני 4 ימים55:06

55:06

But we do cover a range of other interesting topics! Tony Zhang, PhD and CFA joins me to discuss falling US Treasury yields, money rotating overseas (particularly China and Europe), money rotating within the US market, the overvalued Dollar and crypto. We will get to NVDA next time!

1
Investment Exchange Forum - 2025 Investment Themes - Commodities 58:09

לפני 12 ימים58:09

58:09

The first of a multiple part series, we are exploring the investment themes of 2025. With so much concern on inflation, we thought the best place to start is in commodities. We were lucky to be joined by Bloomberg Intelligence Commodity Strategist Mike McGlone, a fellow CFA charterholder and friend of the program. We covered the gamut from soybeans to Solana, gold to gas.…

1
Macro Matters - First one for 2025, it's all about the bonds 1:02:33

לפני שנה1:02:33

1:02:33

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for the first Macro Matters of 2025. The story of the early part of the year is 10 year Treasury yields but that means we are talking yield curves, FOMC expectations, large cap vs. small cap and growth vs. value. We even got into the $7 trillion of Treasury issuance and Chinese 10 year yields at all-time lows! A full episode because we haven't spoken in a while. Enjoy!…

1
CFA Society Chicago Macro Matters - equity market thoughts heading into 2025 59:05

לפני שנה59:05

59:05

Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform? All of this and more…

1
Macro Matters Barry Knapp - What's going on in the bond market? 44:48

לפני שנה44:48

44:48

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 importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does.…

1
Macro Matters - post election, post FOMC recap 56:21

לפני שנה56:21

56:21

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!

1
Macro Matters - Is it really all about TINA? Special Guest Mr. Risk! 59:51

לפני שנה59:51

59:51

Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT. They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No Alternative) again? Have a listen to find out…

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