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Lost Cultures: Living Legacies

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Bermuda: The Crossroads of the Atlantic 51:57

for 12 dager siden51:57

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On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

CFA Society Chicago

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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.

179 episoder

#MBA #Trading #Business #CFA Society Chicago #Society #Cfachicago #Charter #Chicago #CFA #Investing

CFA Society Chicago

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179 episoder

#MBA #Trading #Business #CFA Society Chicago #Society #Cfachicago #Charter #Chicago #CFA #Investing

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CFA Society Chicago

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Macro Matters - Easter Monday update 48:41

for 6 weeks siden48:41

48:41

With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!…

CFA Society Chicago

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Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events 57:55

for 7 weeks siden57:55

57:55

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

CFA Society Chicago

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Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis 46:12

for 8 weeks siden46:12

46:12

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…

CFA Society Chicago

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Macro Matters - Liberation Day! 49:35

for 8 weeks siden49:35

49:35

In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward

CFA Society Chicago

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Investment Exchange Forum - 2025 Investment Themes - economic forecast 46:14

for 9 weeks siden46:14

46:14

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…

CFA Society Chicago

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Investment Exchange Forum - 2025 Investment Themes - Geopolitics 44:10

for 9 weeks siden44:10

44:10

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.…

CFA Society Chicago

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Investment Exchange Forum - 2025 Investment Themes - Equity markets 45:47

for 11 weeks siden45:47

45:47

In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the different sectors, styles and factors in the US equity market.…

CFA Society Chicago

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Investment Exchange Forum - 2025 Investment Themes - Fixed Income 38:18

for 13 weeks siden38:18

38:18

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…

CFA Society Chicago

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Macro Matters - this is not about Nvidia ... 55:06

for 14 weeks siden55:06

55:06

But we do cover a range of other interesting topics! Tony Zhang, PhD and CFA joins me to discuss falling US Treasury yields, money rotating overseas (particularly China and Europe), money rotating within the US market, the overvalued Dollar and crypto. We will get to NVDA next time!

CFA Society Chicago

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Investment Exchange Forum - 2025 Investment Themes - Commodities 58:09

for 15 weeks siden58:09

58:09

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.…

CFA Society Chicago

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Macro Matters - First one for 2025, it's all about the bonds 1:02:33

for 19 weeks siden1:02:33

1:02:33

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!…

CFA Society Chicago

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CFA Society Chicago Macro Matters - equity market thoughts heading into 2025 59:05

for 25 weeks siden59:05

59:05

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…

CFA Society Chicago

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Macro Matters Barry Knapp - What's going on in the bond market? 44:48

for 29 weeks siden44:48

44:48

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.…

CFA Society Chicago

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Macro Matters - post election, post FOMC recap 56:21

for 29 weeks siden56:21

56:21

Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!

CFA Society Chicago

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Macro Matters - Is it really all about TINA? Special Guest Mr. Risk! 59:51

for 31 weeks siden59:51

59:51

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…

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