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CFA Society Chicago

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.

Podcast · By CFA Society Chicago · English · Official site

Indexed episodes, last 90 days
4
Latest publication
Sep 1, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest episodes

  1. Episode · Sep 1, 2026

    Macro Matters - the name is bond....Treasury bond (opens the original)

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    This week, Jessica Noviskis, Tony Zhang and Rich Excell once again explore all of the macro that matters for markets. It is a fixed income heavy episode because bond yields are where all investors are focused. Have a listen to see what you think Make sure to claim your continuing education credits as well!

  2. Episode · Aug 14, 2026

    Macro Matters - it's all about inflation (opens the original)

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    Tony Zhang PhD, CFA, Jessica Noviskis CFA and Rich Excell CFA, CMT are back discussing the macro that matters for the markets. Treasury auctions that are struggling and a bond market that sees risks are one sign inflation is still a market concern. Does the equity market care? Are we really going to get the rate hikes priced in? Join us to listen to our latest market thoughts and when you finish, reach out to CFA Society Chicago to get your Continuing Education credits!

  3. Episode · Jul 30, 2026

    Macro Matters - markets are in flux (opens the original)

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    Tony Zhang, Jessica Noviskis and Rich Excell are back to talk about the macro that matters! This time, it is all about the FOMC - is the bond market already giving up on Chairman Warsh? What does that mean for stocks? Will investors switch at some level? It is also about earnings - they have been off the charts, so why aren't stocks higher? The gang touches on all of this. Make sure you reach out to cfachicago.org to get your CE credits after you listen

  4. Episode · Jul 7, 2026

    Macro Matters - what's new? (opens the original)

    Episode notes · Neutral tone

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    What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and growth (ISM). They likely didn't miss the price action in semis & memory that are dragging the Nasdaq lower. Does this make the July earnings season even more important? Have a listen to find out

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