Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss
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
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
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