Mettez-vous hors ligne avec l'application Player FM !
Podcasts qui valent la peine d'être écoutés
SPONSORISÉ
CFA Society Chicago Macro Matters - equity market thoughts heading into 2025
Manage episode 455173348 series 3260575
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
168 episodes
Manage episode 455173348 series 3260575
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
168 episodes
Tous les épisodes
×1 CFA Society Chicago Macro Matters - equity market thoughts heading into 2025 59:05
1 Macro Matters Barry Knapp - What's going on in the bond market? 44:48
1 Macro Matters - post election, post FOMC recap 56:21
1 Macro Matters - Is it really all about TINA? Special Guest Mr. Risk! 59:51
1 Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler 37:22
1 Macro Matters - immediate reaction to September FOMC meeting 41:14
1 Macro Matters podcast September 4, 2024 53:46
1 Macro Matters - recapping a crazy 10 days 45:31
1 Investment Exchange Forum: India - Elections, Modi, and the investment landscape 40:19
1 Macro Matters - it's been a little while 48:39
1 Investment Exchange Forum: Cannabis - is it time to revisit? 43:08
1 Macro Matters podcast June 14, 2024 51:01
1 Macro Matters - May 21, 2024 - investor sentiment 49:53
1 Macro Matters - May 8, 2024 - its still all about the Fed 59:09
Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.