Investment Exchange Forum - 2025 Investment Themes - Commodities
Release Date: 02/18/2025
Macro Matters - rate cuts & Treasury demand
CFA Society Chicago
Its mid-June so it is all about the FOMC. However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do! Have a listen and let us know what you think
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Private Asset Performance: the Latest Academic Research
CFA Society Chicago
CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.
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Macro Matters - back after a long break
CFA Society Chicago
Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first? What will the Fed do given the data we have seen? Have a listen to find out
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Macro Matters - Easter Monday update
CFA Society Chicago
With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!
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Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events
CFA Society Chicago
Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago
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Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis
CFA Society Chicago
Any volatility in the market these days? We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets Very lucky to have CIO of join our host Rich Excell, CFA on this last installment of the Investment Exchange Forum - Investment Themes for 2025 series
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Macro Matters - Liberation Day!
CFA Society Chicago
In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward
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Investment Exchange Forum - 2025 Investment Themes - economic forecast
CFA Society Chicago
We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today
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Investment Exchange Forum - 2025 Investment Themes - Geopolitics
CFA Society Chicago
If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.
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Investment Exchange Forum - 2025 Investment Themes - Equity markets
CFA Society Chicago
In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the different sectors, styles and factors in the US equity market.
info_outlineThe 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.