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. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchCFA 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. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more.
Recent episodes include "Macro Matters - the chip wreck!" (14 October 2026, 43 minutes), "Macro Matters - FOMC reaction" (18 September 2026, 43 minutes), and "Macro Matters - the name is bond....Treasury bond" (1 September 2026, 66 minutes).
CFA Society Chicago publishes roughly every two weeks, with episodes averaging 50 minutes across 209 episodes.
Booking probability for CFA Society Chicago is 36%, and the host is rated Selective on guests. CFA Society Chicago requires a Pod Score of 80 or higher. CFA Society Chicago's contact route on record: verified email.
The strongest fits for CFA Society Chicago are Investing & Wealth Management. CFA Society Chicago has a business audience.
CFA Society Chicago is a business podcast with 209 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #4
Rich, Tony and Jessica are back to talk about the set-up of the market into earnings. The bond market is a disaster, so why are stocks near all-time highs? Is the market mis-pricing because we are in a bubble? What...
CFA Society Chicago
Jessica, Tony and Rich are back to react to the news from the FOMC and discuss the various market reactions to the news
CFA Society Chicago
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...
CFA Society Chicago
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...
CFA Society Chicago
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...
CFA Society Chicago
Whether it is in semis and memory stocks or the overall economy, the big talk of the market is price stability or lack thereof. Tony Zhang and Rich Excell are back to break down market moves from short-term rates and...
CFA Society Chicago
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back after some R&R. Given it has been almost a month since we last talked, we looked at every asset class and guess what? There are some interesting moves going on in...
CFA Society Chicago
<p>The market is back to its AI focus with the Iran War still in the background, particularly since commodities prices are impacting data. Tony Zhang and Rich Excell are back to talk about possibly the most important...
CFA Society Chicago
<p>It is FOMC Day! It's AI data center earnings day! It's oil ovre $100 day! It's something for everyone day</p> <p>Rich Excell and Tony Zhang are back to try and decode what we are seeing in the markets. Are you an AI...
CFA Society Chicago
<p>Tony Zhang PhD, CFA and RIch Excell CFA, CMT are back for another episode. We ask the rhetorical question "is the market macro?' We know you know the answer and are frustrated by it. However, the 'macro' might be...
<p>Tony Zhang PhD, CFA and Rich Excell CFA, CMT discuss what may be the most macro of markets since we started Macro Matters. It may seem obvious, but right now, the Iran War is all that matters. What are the scenarios...
CFA Society Chicago
<p>Tony Zhang and Rich Excell are back with another episode of Macro Matters</p> <p>The market has presumably moved on from its AI concerns and is now focused on another big problem all together - the conflict in the...
CFA Society Chicago
<p>Tony Zhang, Blaine Reed and Rich Excell are back and the topic is negativity. There is so much negative sentiment in the markets right now. What is driving it? Is it based on reality or is this a buying opportunity...
<p>Tony Zhang, Blaine Reed and Rich Excell are back to talk about what is happening in the markets. It has been all about AI for the last 2 years. However, don't look now but the US is lagging Europe by 13.5% over the...
CFA Society Chicago
<p>Tony Zhang, Blaine Reed and Rich Excell are back with the first episode of 2026. At least nothing has been going on so far this year! The teams talks about 'Sell America', tech stocks, term premia and capital flows...
CFA Society Chicago
<p>Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2026? What are the various markets thinking? How are Blaine, Tony...
CFA Society Chicago
<p>Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can...
CFA Society Chicago
<p>Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI</p> <p>Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and...
CFA Society Chicago
<p>Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing...
CFA Society Chicago
<p>Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the...
Recent guests on CFA Society Chicago. Study who booked and why before you pitch.
Director of the Derivatives and Trading Academy, Gies College of Business - University of Illinois, Urbana-Champaign
Shepard Family Distinguished Visiting Fellow in Economics, Charles Schwab & Co. Inc.
National Flight Instructor of the Year, Flight Instructor Hall of Fame, author of The Savvy Flight Instructor, University of North Carolina Kenan-Flagler Business School
PitchCentric classifies CFA Society Chicago under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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