Macro Matters - First One For 2025, It's All About The Bonds CFA Society Chicago podcast

CFA Society Chicago

CFA Society Chicago podcast artwork

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

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.

<

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-agile-brand-with-greg-kihlstromr">The Agile Brand with Greg Kihlström®</a></span>

1
The Agile Brand with Greg Kihlström®

בטל רישום

לפני 28 minutesלפני 28m ago

בטל רישום

שבועי+

Don't miss a thing. Hear directly from leading brands and marketing technology platforms about the challenges and opportunities facing marketers today, from AI to building customer lifetime value as well as business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the trends driving the industry forward, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand is hosted by Greg Kihlström, advisor and consultant to leading brands, speaker, entrepreneur, and best-selling author. It provides a fresh perspective on the continually evolving dynamic between brands and the audiences they serve.

CFA Society Chicago « »
Macro Matters - First one for 2025, it's all about the bonds

לפני שנה 1:02:33

שתפו

MP4•בית הפרקים

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.

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!

… continue reading

171 פרקים

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

CFA Society Chicago

CFA Society Chicago podcast artwork

Macro Matters - First one for 2025, it's all about the bonds

CFA Society Chicago

published לפני שנה

שתפו

MP4•בית הפרקים

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.

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!

… continue reading

171 פרקים

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

ทุกตอน

×

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 4 ימים55:06

הפעל מאוחר יותר

הפעל מאוחר יותר

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!

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 12 ימים58:09

הפעל מאוחר יותר

הפעל מאוחר יותר

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.…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 6 weeks1:02:33

הפעל מאוחר יותר

הפעל מאוחר יותר

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!…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 11 weeks59:05

הפעל מאוחר יותר

הפעל מאוחר יותר

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…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 16 weeks44:48

הפעל מאוחר יותר

הפעל מאוחר יותר

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.…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 16 weeks56:21

הפעל מאוחר יותר

הפעל מאוחר יותר

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!

C

CFA Society Chicago

CFA Society Chicago podcast artwork

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

לפני 18 weeks59:51

הפעל מאוחר יותר

הפעל מאוחר יותר

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…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Macro Matters - China! 58:44

לפני 20 weeks58:44

הפעל מאוחר יותר

הפעל מאוחר יותר

58:44

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

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler 37:22

לפני 23 weeks37:22

הפעל מאוחר יותר

הפעל מאוחר יותר

37:22

Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay! This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the President and CEO of EPSA, to walk us through the supply and demand dynamics in the energy market now…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Macro Matters - immediate reaction to September FOMC meeting 41:14

לפני 24 weeks41:14

הפעל מאוחר יותר

הפעל מאוחר יותר

41:14

Tony Zhang PhD, CFA and Rich Excell CFA, CMT go live right after the FOMC news comes out to discuss what the Fed might be seeing, the reaction we are seeing in markets and what we might expect going forward

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Macro Matters podcast September 4, 2024 53:46

לפני 26 weeks53:46

הפעל מאוחר יותר

הפעל מאוחר יותר

53:46

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Macro Matters - recapping a crazy 10 days 45:31

לפני 29 weeks45:31

הפעל מאוחר יותר

הפעל מאוחר יותר

45:31

Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Investment Exchange Forum: India - Elections, Modi, and the investment landscape 40:19

לפני 31 weeks40:19

הפעל מאוחר יותר

הפעל מאוחר יותר

40:19

Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians. Lyric mentions an article written by her team. This is a link to that article: https://plus.econvue.com/p/indias-dynamic-growth-story…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Macro Matters - it's been a little while 48:39

לפני 32 weeks48:39

הפעל מאוחר יותר

הפעל מאוחר יותר

48:39

It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. Don't worry - we've got you covered.…

C

CFA Society Chicago

CFA Society Chicago podcast artwork

1
Investment Exchange Forum: Cannabis - is it time to revisit? 43:08

לפני 37 weeks43:08

הפעל מאוחר יותר

הפעל מאוחר יותר

43:08

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.

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.

תקשיבו ל-500+ נושאים

מדריך עזר מהיר

פודקאסטים מובילים

מכביבול ברדיו תל אביב

הזווית - פודקאסט

בכל יום נתון - אוריאל דסקל וראם שרמן

עושים חשבון Osim Heshbon

טייכר וזרחוביץ' ברדיו תל אביב

טייכר וזרחוביץ' - מערכונים

גיבור תרבות Culture Hero

סרטים זה אנחנו - מגזין קולנוע

עושים תוכנה Osim Tochna

השבוע - פודקאסט הארץ

המשחק הגדול

חושבים טוב

המעבדה The Lab

מדע בגובה האוזניים

סליחה על השאלה - ההסכת You Can't Ask That Podcast

סיפור ישראלי

עבר פלילי

Lets Talk Murder | בואי נדבר רצח

Lets Talk Murder | בואי נדבר רצח

האזן לתוכנית הזו בזמן שאתה חוקר