All Episodes

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?

"Asset allocation for an ESG world"

Investment Exchange Forum – Natural Language Processing (NLP)

Macro Matters Series – Yield Curve Inversion: Diversion or Submersion?

Space Industry

Equity Duration

Investment Exchange Forum – The Future of Inflation

Investment Exchange Forum – Self-Directed IRAs

Investment Exchange Forum – Real Estate

Macro Matters Series – The Role of Crypto in the Ukrainian Crisis

Investment Exchange Forum – Behavioral Finance

Macro Matters Series – Value & Growth

Investing Decisions in Insurance

NFTs

Macro Matters Series – Geopolitics and the Energy Markets

Investment Exchange Forum – ESG Investing

Investment Exchange Forum – Inflation & Asset Allocations

Investment Exchange Forum – Risk Management in Commodity Trading & Investing

Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation

Investment Exchange Forum – Inflation & the Equity Market

Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook

Investment Exchange Forum – Supply Chain Issues

Investment Exchange Forum – Inflation

Macro Matters Series – Alternative Data

Investment Exchange Forum – Enron 20 years on, thoughts from the inside

Fintech in Today's Economy

Macro Matters Series - The Coronavirus

What is the Connection Between Economic Growth & Equity Returns?

Macro Matters Series - Inflation

Industry Insights with Heather Brilliant, CFA

Investment Exchange Forum – "Disunited Nations" and Economic Change

Investment Exchange Forum – Risk in the Chinese Economy

Investment Exchange Forum – Asian Crypto Ecosystem

Investment Exchange Forum – Climate Change & Investing

Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

Industry Insights with Michael Falk, CFA

Investment Exchange Forum – Alternative Data

The Syndicated Loan Market

Investment Exchange Forum – Decentralized Finance (DeFi) & Regulation

Investment Exchange Forum – Decentralized Finance (DeFi) & Macroeconomics

Investment Exchange Forum – Decentralized Finance (DeFi) & the Bearish Outlook

Investment Exchange Forum – Decentralized Finance (DeFi) & TradFi: A View from the Buyside

Commodity Investing with John Reese

Investment Exchange Forum – Decentralized Finance (DeFi) & Investing Opportunities

Investment Exchange Forum – Decentralized Finance (DeFi) & Disruption

Investment Exchange Forum – Decentralized Finance (DeFi) and Cryptocurrencies

Investment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain Ecosystem

Investment Exchange Forum – Stakeholder vs. Shareholder: Responsible Investing

Investment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton Friedman

Investment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder Theory

Investment Exchange Forum – ESG and the Energy Transition

Investment Exchange Forum – Global Market Risk Analysis

Investment Exchange Forum – Stakeholder vs. Shareholder: Setting the Stage

Investment Exchange Forum – Monetary Policy & Market Stress

Investment Exchange Forum – ESG and Alternative Energy

Investment Exchange Forum – ESG and Asset Allocation

Investment Exchange Forum – Using technical analysis to determine the message from the markets

Investment Exchange Forum – The Options Market

Investment Exchange Forum – ESG vs. Impact Investing

Investment Exchange Forum – Property Values

Capital Market Expectations

ESG and Sustainable Investing

Investment Exchange Forum – ESG in Emerging Markets

Investment Exchange Forum – ESG: Fixed Income & Green Bonds

Investment Exchange Forum – Commodity Investing

Investment Exchange Forum – ESG and Deep Value Investing

Investment Exchange Forum – ESG: Sustainable Finance from an Asset Owner Perspective

Investment Exchange Forum: ESG in ETFs

Investment Exchange Forum: ESG – Diversity, Equality, & Inclusion

Investment Exchange Forum: ESG in Real Estate & REITs

Capital Markets with Leo Schmidt of River Eddy Capital Management

Investment Exchange Forum: University Investment Groups

Investment Exchange Forum: ESG – Impact with a Positive Alpha

Investment Exchange Forum: Convertible Bonds

Investment Exchange Forum: Convertible Bonds

Investment Exchange Forum: Digital Assets

Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA

Investment Exchange Forum: Investing in a Zero Rate World

Investment Exchange Forum: Investing in Peak Globalization

Peak Globalization Series: Final Thoughts

Peak Globalization Series: "Open" a Progressive case for globalization with author Dr. Kim Clausing

Peak Globalization Series: Impacts on the Economy with Greg Daco

Peak Globalization Series: A New Cold War with Reva Goujon

Peak Globalization Series: Reshoring with Harry Moser

Investing in China with Brendan Ahern & Brett Bina, CFA, CAIA

Peak Globalization Series: Reshaping Global Trade with Jake Schleshinger

Peak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe Sweeney

Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma

Investment Exchange Forum: Tax-loss Harvesting

The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA

Investment Exchange Forum: Is Illinois still investable?

Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

Peak Globalization Series: Richard Thies of Driehaus Capital Management

CFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne

The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA

A Digital Dive into Fintech with Will Cong & Rich Excell, CFA

Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA

LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA

Economics with Nancy Lazar & Rich Excell, CFA

Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA

Life after LIBOR Follow Up Discussion with Brian Battle & Blaine Reed, CFA

Impact Investing with Priya Parrish & Rich Excell, CFA

Chicago Media Angels with Ted Reilly & Brian Gilmartin, CFA

Digital Assets with Mike Creadon & Rich Excell, CFA Part 2

Opportunity Zones with Andrew Lee & Lotta Moberg, CFA

Biotech with Michael Caldwell & Brian Gilmartin, CFA

Digital Assets with Mike Creadon & Rich Excell, CFA Part 1