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Corporate Talent Strategy in the Era of AI

1:08:55

Macro Matters Barry Knapp - What's going on in the bond market?

44:48

Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

59:51

Macro Matters - China!

58:44

Macro Matters - immediate reaction to September FOMC meeting

41:14

Macro Matters podcast September 4, 2024

53:46

Macro Matters - First one for 2025, it's all about the bonds

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for the first Macro Matters of 2025. The story of the early part of the year is 10 year Treasury yields but that means we are talking yield curves, FOMC expectations, large cap vs. small cap and growth vs. value. We even got into the $7 trillion of Treasury issuance and Chinese 10 year yields at all-time lows! A full episode because we haven't spoken in a while. Enjoy!

มุมมอง: 105

วีดีโอ

Corporate Talent Strategy in the Era of AI

1:08:55

Corporate Talent Strategy in the Era of AI

มุมมอง 372 หลายเดือนก่อน

On October 3, 2024, the Education Advisory Group (EAG) hosted a virtual event exploring Corporate Talent Strategy in the Era of AI. In this discussion, panelists address how AI will influence the evolving workplace. This includes enhancing employee productivity, ethical candidate screening, and strategic talent management. The discussion also covers broader ethical considerations such as privac...

Macro Matters Barry Knapp - What's going on in the bond market?

44:48

Macro Matters Barry Knapp - What's going on in the bond market?

มุมมอง 1462 หลายเดือนก่อน

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 t...

Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

59:51

Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

มุมมอง 1312 หลายเดือนก่อน

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.

58:44

Macro Matters - China!

มุมมอง 1643 หลายเดือนก่อน

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy? Have a listen to find out

Macro Matters - immediate reaction to September FOMC meeting

41:14

Macro Matters - immediate reaction to September FOMC meeting

มุมมอง 1234 หลายเดือนก่อน

Tony Zhang PhD, CFA and Rich Excell CFA, CMT go live right after the FOMC news comes out to discuss what the Fed might be seeing, the reaction we are seeing in markets and what we might expect going forward.

53:46

Macro Matters podcast September 4, 2024

มุมมอง 1015 หลายเดือนก่อน

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out.

Macro Matters - recapping a crazy 10 days

45:31

Macro Matters - recapping a crazy 10 days

มุมมอง 1205 หลายเดือนก่อน

Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?

Macro Matters - it's been a little while

48:39

Macro Matters - it's been a little while

มุมมอง 896 หลายเดือนก่อน

It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. Don't worry - we've got you covered.

51:01

Macro Matters Podcast June 14, 2024

มุมมอง 877 หลายเดือนก่อน

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?

Macro Matters - May 21, 2024 - investor sentiment

49:53

Macro Matters - May 21, 2024 - investor sentiment

มุมมอง 818 หลายเดือนก่อน

Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will that mean for markets? Is it time for the emerging markets to catch up?

Macro Matters - May 8, 2024 - Its Still All About The Fed

59:09

Macro Matters - May 8, 2024 - Its Still All About The Fed

มุมมอง 559 หลายเดือนก่อน

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out.

Macro Matters - April 22, 2024 - what's going on out there?

42:17

Macro Matters - April 22, 2024 - what's going on out there?

มุมมอง 799 หลายเดือนก่อน

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Rich to find out why this macro matters

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

43:16

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

มุมมอง 7510 หลายเดือนก่อน

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC, and finally, how assets are moving around the world based on this informati...

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

37:22

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

มุมมอง 6811 หลายเดือนก่อน

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