All Episodes

Macro Matters - the chip wreck!

Macro Matters - FOMC reaction

Macro Matters - the name is bond....Treasury bond

Macro Matters - it's all about inflation

Macro Matters - markets are in flux

Macro Matters - what's new?

Macro Matters - price stability

Macro Matters - a little bit of everything

Macro Matters - Trump & Xi meeting

Macro Matters - April month-end version

Macro Matters - Is the market macro?

Macro Matters - it's no April Fools, the Iran War is all that matters right now

Macro Matters - is it too oily?

Macro Matters - why is everyone so negative?

Macro Matters - Monday February 9 - is the AI trade over? Is the market doomed?

Macro Matters - Kicking off 2026!

Macro Matters - post FOMC show - last one for 2025!

Macro Matters - AI, job losses, rate cuts & affordability

Macro Matters - is the equity market too pessimistic?

Macro Matters - Oct 22: growth, earnings, oil and inflation

Macro Matters - October 3, 2025 - is it that easy?

Macro Matters - it's going to happen, so what?

Macro Matters - the Fed is going to cut, but should it?

Macro Matters - post FOMC, pre NFP

Macro Matters - is there any inflation and what will the Fed do about it?

Macro Matters - rate cuts & Treasury demand

Private Asset Performance: the Latest Academic Research

Macro Matters - back after a long break

Macro Matters - Easter Monday update

Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events

Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis

Macro Matters - Liberation Day!

Investment Exchange Forum - 2025 Investment Themes - economic forecast

Investment Exchange Forum - 2025 Investment Themes - Geopolitics

Investment Exchange Forum - 2025 Investment Themes - Equity markets

Investment Exchange Forum - 2025 Investment Themes - Fixed Income

Macro Matters - this is not about Nvidia ...

Investment Exchange Forum - 2025 Investment Themes - Commodities

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

CFA Society Chicago Macro Matters - equity market thoughts heading into 2025

Macro Matters Barry Knapp - What's going on in the bond market?

Macro Matters - post election, post FOMC recap

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

Macro Matters - China!

Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler

Macro Matters - immediate reaction to September FOMC meeting

Macro Matters podcast September 4, 2024

Macro Matters - recapping a crazy 10 days

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

Macro Matters - it's been a little while

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

Macro Matters podcast June 14, 2024

Macro Matters - May 21, 2024 - investor sentiment

Macro Matters - May 8, 2024 - its still all about the Fed

Macro Matters - April 22, 2024 - what's going on out there?

Investment Exchange Forum - QQQ - 25 years later

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

Investing in US Financial History with Mark Higgins Podcast Part 2

Macro Matters - yield curve, Fed expectations, inflation and more

Investing in US Financial History with Mark Higgins Podcast Part 1

Macro Matters podcast - Feb 5, 2024

Macro Matters - Jan 22, 2024 - covering lots of current topics

Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation

Macro Matters podcast - Jan 8, 2024 - cryptocurrencies

Macro Matters podcast – a crazy couple of weeks to end a crazy year

Investment Exchange Forum - Private Credit series - Middle-market Financing

Investment Exchange Forum - Private Credit Series - asset-based finance

Macro Matters podcast– what is going on with this risk asset rally?

Investment Exchange Forum - Private Credit Series - Direct Lending

William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

Investment Exchange Forum - Private Credit Series - Opportunistic investing

Investment Exchange Forum - Private Credit Series - an investment overview

Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023

Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023

Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023

Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023

Macro Matters - Debt Ceiling Discussion - Volume 5, 2023

Macro Matters - Financial Condtions - Volume 4 5/10/23

Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3

Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2

Antti Ilmanen – Expected Returns

Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1

Investment Exchange Forum - Japan and China economies in 2023

Investment Exchange Forum – Sorting through US election issues with Donald Schneider

Investment Exchange Forum - China today with Reva Goujon

Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk

Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year

Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned

Investment Exchange Forum – Real Estate Market Trends

Investment Exchange Forum – Venture Capital

Macro Matters Series – Cannabis

Investment Exchange Forum – Private Markets

Investment Exchange Forum – NLP Techniques for Investing

Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?

Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

Investment Exchange Forum – Thematic Investing

Strategy in Investing

Macro Matters Series - Is Duration Durable or Doomed?