Explorez tous les épisodes du podcast 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.

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

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 Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the CFA Society Chicago Investment Exchange Forum - Investment Themes for 2025 series

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

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.

Continuing on our with our 2025 investment themes, Rich Excell CFA, CMT digs into the fixed income market with two excellent guests: Elizabeth Henderson, CFA the Head of Fixed Income for AAM and Anthony Woodside, CFA, FRM, the Head of Investment Strategy & Head of Multisector Fixed Income at LGIM America

The 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. 

Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform?  All of this and more

Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does. 

Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT.  They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No Alternative) again?  Have a listen to find out

Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay!  This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the President and CEO of EPSA, to walk us through the supply and demand dynamics in the energy market now

Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians. 

Lyric mentions an article written by her team. This is a link to that article:

https://plus.econvue.com/p/indias-dynamic-growth-story

Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward. 

March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look like going forward

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from here?"

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade after decade, century after century.     Part 2 of 2

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade after decade, century after century.     Part 1 of 2

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together to discuss the recent FOMC news and impact, as well as earnings news and events. What does this mean for stocks? What does this mean for bonds?

Monique Thanos PhD, CFA,  Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast

CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence."

Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

Rich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structures that are used and why they are preferred. What does the reward to risk look like in these financings? Enjoy

For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector. 

In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders. 

In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market. 

The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape

Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected?  How should members be thinking about the move in yields?  Listen in to find out more

CFA Society Chicago member Dan Grana, CFA, talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management, about his recent book "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least."

Investment Exchange Forum – Japan and China economies in 2023

CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html  & stayvigilant.substack.com/

Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at https://econvue.com/

CFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections?

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack

Connect with Donald on LinkedIn https://www.linkedin.com/in/donald-schneider-56a0585b/

Piper Sander - https://www.pipersandler.com/

CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack

Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/

Rhodium Group https://rhg.com/

CFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack

Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-goodwin/

State Street - https://www.statestreet.com/home.html

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack

Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/

Ironsides Macroeconomics - https://ironsidesmacro.substack.com/

CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol

Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world.  

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book "Better, Simpler Strategy: A Value-Based Guide to Exceptional Performance" and how it applies to investing.

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/    

Connect with Professor Felix https://www.linkedin.com/in/felix-oberholzer-gee-16424b4/ 

Episode Resources

https://store.hbr.org/product/better-simpler-strategy-a-value-based-guide-to-exceptional-performance/10396

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at UBS Asset Management on his co-written paper "Asset allocation for an ESG world".

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ and https://lottamoberg.com/

Connect with Michele on LinkedIn https://www.linkedin.com/in/michele-gambera-223870/

Podcast References

https://www.cfainstitute.org/en/research/financial-analysts-journal/2006/long-term-returns-on-the-original-sp-500-companies

https://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/

IDX Insights - https://idxinsights.com/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.

View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago 

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Gaurav Kumar, CFA and Chris Quilty, founder and partner of Quilty Analytics, discuss structure, trends, risks, and opportunities in the fast growing and ever evolving space industry.

Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/

Connect with Chris on LinkedIn https://www.linkedin.com/in/cquilty/

Quilty Analytics www.quiltyanalytics.com/

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

CFA Society Chicago member Dan Grana, CFA talks with Richard Sloan, Deloitte and Touche Chair in Accounting at University of Southern California - Marshall School of Business on his co-authored papers around the concept of equity duration and how it evolved through Covid-19.

Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/

Resources:

2004 Paper (Publisher site): https://link.springer.com/article/10.1023/B:RAST.0000028186.44328.3f
2004 Paper (SSRN): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=551644
2021 Paper: https://onlinelibrary.wiley.com/doi/10.1111/1475-679X.12348
Equity Duration Model: https://tinyurl.com/DurationSheet

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/

Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/ 

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.