CFA Society Chicago Author: CFA Society Chicago Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Macro Matters - is the equity market too pessimistic?
Monday, 3 November, 2025

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI Is there anything else to talk about? Seriously though.  What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns?  Yep, covered that too.  For a recap of the last 2 weeks and what to look for going forward, have a listen.  Remember to like/share/subscribe

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