Shows
The Options Insider Radio NetworkThe Futures Rundown 83: Unexpected PerformanceWhy are the futures markets acting so strange? In this episode of The Futures Rundown, host Mark Longo welcomes back Mr. Rich Excell, Director of the Derivatives and Trading Academy at the Gies College of Business (University of Illinois)—frequently dubbed the "Hogwarts for derivatives traders." Mark and Rich dive deep into the concept of "unexpected performance" across the tape. When prices fail to rally on good news or refuse to drop on bad news, it's a major indicator of crowded positioning. The duo dissects the anomaly of falling livestock prices despite record Midwest heat waves, the ro...
2026-07-1638 min
The Futures RundownThe Futures Rundown 83: Unexpected PerformanceWhy are the futures markets acting so strange? In this episode of The Futures Rundown, host Mark Longo welcomes back Mr. Rich Excell, Director of the Derivatives and Trading Academy at the Gies College of Business (University of Illinois)—frequently dubbed the "Hogwarts for derivatives traders." Mark and Rich dive deep into the concept of "unexpected performance" across the tape. When prices fail to rally on good news or refuse to drop on bad news, it's a major indicator of crowded positioning. The duo dissects the anomaly of falling livestock prices despite record Midwest heat waves, the ro...
2026-07-1638 min
Poets&QuantsFrom Wall Street To The Classroom: Rich Excell On Markets, Risk, And Teaching FinanceIn this episode, finance veteran and Gies College of Business professor Rich Excell shares his journey from global trading floors around the world to becoming an award-winning educator. He discusses the evolution of derivatives and market efficiency, the realities of trading risk, and why today’s students bring a fresh sense of optimism to finance. Along the way, Rich offers candid stories from his career—including surviving a $25 million trading loss—and explains how great investors balance quantitative models with human judgment.Covering all that matters in Business Education: https://poetsandquants.com/
2026-05-2723 min
The Options Insider Radio NetworkTWIFO 480: Stunning Small Caps, Rotating Rates and Scary Silver!!!Is Silver the new meme stock? Are Small Caps finally ready to lead the pack? Join Mark Longo of The Options Insider and special guest Rich Excell from the University of Illinois (and the Stay Vigilant Substack) as they break down a historic week in the futures options markets. From parabolic moves in metals to a massive rotation within the equity space, the guys analyze the data you can't find anywhere else. Inside This Episode: The Great Equity Rotation: Why tech is taking a backseat as the Russell 2000 (RUT) explodes. Is this the "...
2026-01-161h 01
This Week in Futures OptionsTWIFO 480: Stunning Small Caps, Rotating Rates and Scary Silver!!!Is Silver the new meme stock? Are Small Caps finally ready to lead the pack? Join Mark Longo of The Options Insider and special guest Rich Excell from the University of Illinois (and the Stay Vigilant Substack) as they break down a historic week in the futures options markets. From parabolic moves in metals to a massive rotation within the equity space, the guys analyze the data you can't find anywhere else. Inside This Episode: The Great Equity Rotation: Why tech is taking a backseat as the Russell 2000 (RUT) explodes. Is this the "...
2026-01-161h 01
ILLUMENATEEpisode 2.05: Faith, Family, and Serving Others with Rich ExcellRich Excell spent three decades in investment banking and hedge funds, living and working in five countries across Asia, Europe, and the U.S. before “settling down” as a finance professor at the Gies College of Business at the University of Illinois Urbana-Champaign. In this conversation with host Chris Tidrick, Rich traces how his early motivations were driven by classic pursuits—money, power, prestige—and how he slowly came to realize that his deepest sense of happiness and purpose comes from helping others. Now in his seventh year of teaching and leading multiple academies, he sees his work in the clas...
2025-12-1854 min
The Options Insider Radio NetworkThe Futures Rundown 32: Defense Against Dark Markets Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation. 02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Instituti...
2025-05-0145 min
The Futures RundownThe Futures Rundown 32: Defense Against Dark Markets Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation. 02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Instituti...
2025-05-0145 min
Nourify and BeautifyYour Health and the Holidays | Cameron ExcellThis week, we’re here to help you stay on top of your health this holiday season. Cameron Excell came back on our show to share how you can fight the impacts of all those delicious holiday treats and get through the season feeling your absolute finest.
How Holiday Eating Disrupts Your Body
Food is fuel for our bodies. Eating a lot of sugary or processed food can act like dirty gasoline in an engine - it can slow down the works.
Our metabolism changes based on our habits. If you’re taking a lot of time...
2024-12-1723 min
nourify-beautify.comYour Health and the Holidays | Cameron ExcellThis week, we’re here to help you stay on top of your health this holiday season. Cameron Excell came back on our show to share how you can fight the impacts of all those delicious holiday treats and get through the season feeling your absolute finest.
How Holiday Eating Disrupts Your Body
Food is fuel for our bodies. Eating a lot of sugary or processed food can act like dirty gasoline in an engine - it can slow down the works.
Our metabolism changes based on our habits. If you’re taking a lot of time...
2024-12-1723 min
Surface Tension#14 - Professor Rich Excell: How Banks Work, Silicon Valley Bank ExplainedIn this episode, we interview Professor Rich Excell, a seasoned financial veteran and knowledgable resource on macroeconomics, to break down the most recent Silicon Valley Bank (SVB) news in a way that everyone can understand. We begin by discussing something that most people taken for granted - how a bank works and use that foundation to break down the SVB news into what it means for people and small business owners alike.Rich’s Twitter, Substack, LinkedInLet us know what you think, and follow us on Substack and Instagram. This is a...
2023-03-2341 min
CFA Society ChicagoInvestment Exchange Forum - Japan and China economies in 2023Investment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023 Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & stayvigilant.substack.com/ Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at ht...
2022-12-1845 minCFA Society ChicagoInvestment Exchange Forum - Japan and China economies in 2023Investment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023 Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & stayvigilant.substack.com/ Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at ht...
2022-12-1845 minCFA Society ChicagoInvestment Exchange Forum – Sorting through US election issues with Donald SchneiderCFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections? Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Donald on LinkedIn https://www.linkedin.com/in...
2022-10-2642 minCFA Society ChicagoInvestment Exchange Forum – Sorting through US election issues with Donald SchneiderCFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections? Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Donald on LinkedIn https://www.linkedin.com/in...
2022-10-2642 minCFA Society ChicagoInvestment Exchange Forum - China today with Reva GoujonCFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/ Rhodium Group https://rhg.com/
2022-10-1944 minCFA Society ChicagoInvestment Exchange Forum - China today with Reva GoujonCFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/ Rhodium Group https://rhg.com/
2022-10-1944 minCFA Society ChicagoInvestment Exchange Forum – Looking through the tail risks in the market with Mr. RiskCFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html &
2022-10-1148 minCFA Society ChicagoInvestment Exchange Forum – Looking through the tail risks in the market with Mr. RiskCFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html &
2022-10-1148 minCFA Society ChicagoInvestment Exchange Forum – The macroeconomic outlook for the coming quarter and yearCFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/ Ironsides Macroeconomics - https://ironsidesmacro...
2022-10-1150 minCFA Society ChicagoInvestment Exchange Forum – The macroeconomic outlook for the coming quarter and yearCFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/ Ironsides Macroeconomics - https://ironsidesmacro...
2022-10-1150 min
CFA Society ChicagoInvestment Exchange Forum – Moving from TradFi to DeFi – Lessons LearnedCFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm
2022-06-2329 minCFA Society ChicagoInvestment Exchange Forum – Moving from TradFi to DeFi – Lessons LearnedCFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm
2022-06-2329 min
CFA Society ChicagoInvestment Exchange Forum – Real Estate Market TrendsCFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This...
2022-06-1627 minCFA Society ChicagoInvestment Exchange Forum – Real Estate Market TrendsCFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This...
2022-06-1627 min
CFA Society ChicagoInvestment Exchange Forum – Venture CapitalCFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/ For more episodes go...
2022-06-0937 minCFA Society ChicagoInvestment Exchange Forum – Venture CapitalCFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/ For more episodes go...
2022-06-0937 min
CFA Society ChicagoMacro Matters Series – CannabisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-06-0345 minCFA Society ChicagoMacro Matters Series – CannabisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-06-0345 min
CFA Society ChicagoInvestment Exchange Forum – Private MarketsCFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and...
2022-06-0239 minCFA Society ChicagoInvestment Exchange Forum – Private MarketsCFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and...
2022-06-0239 min
CFA Society ChicagoInvestment Exchange Forum – NLP Techniques for InvestingCFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago...
2022-05-2641 minCFA Society ChicagoInvestment Exchange Forum – NLP Techniques for InvestingCFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago...
2022-05-2641 min
CFA Society ChicagoMacro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-05-2041 minCFA Society ChicagoMacro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-05-2041 min
CFA Society ChicagoInvestment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors FaceCFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only...
2022-05-1245 minCFA Society ChicagoInvestment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors FaceCFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only...
2022-05-1245 min
CFA Society ChicagoInvestment Exchange Forum – Thematic InvestingCFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes...
2022-05-0538 minCFA Society ChicagoInvestment Exchange Forum – Thematic InvestingCFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes...
2022-05-0538 min
CFA Society ChicagoMacro Matters Series - Is Duration Durable or Doomed?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-04-2738 minCFA Society ChicagoMacro Matters Series - Is Duration Durable or Doomed?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-04-2738 min
CFA Society ChicagoInvestment Exchange Forum – Natural Language Processing (NLP)CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/ IDX Insights - https://idxinsights.com/ For more episodes...
2022-04-1141 minCFA Society ChicagoInvestment Exchange Forum – Natural Language Processing (NLP)CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/ IDX Insights - https://idxinsights.com/ For more episodes...
2022-04-1141 min
CFA Society ChicagoMacro Matters Series – Yield Curve Inversion: Diversion or Submersion?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect...
2022-04-0836 minCFA Society ChicagoMacro Matters Series – Yield Curve Inversion: Diversion or Submersion?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect...
2022-04-0836 min
CFA Society ChicagoInvestment Exchange Forum – The Future of InflationCFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for...
2022-03-2434 minCFA Society ChicagoInvestment Exchange Forum – The Future of InflationCFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for...
2022-03-2434 min
CFA Society ChicagoInvestment Exchange Forum – Self-Directed IRAsCFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for...
2022-03-1732 minCFA Society ChicagoInvestment Exchange Forum – Self-Directed IRAsCFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for...
2022-03-1732 min
CFA Society ChicagoInvestment Exchange Forum – Real EstateCFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general...
2022-03-1142 minCFA Society ChicagoInvestment Exchange Forum – Real EstateCFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general...
2022-03-1142 min
CFA Society ChicagoMacro Matters Series – The Role of Crypto in the Ukrainian CrisisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-03-0433 minCFA Society ChicagoMacro Matters Series – The Role of Crypto in the Ukrainian CrisisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-03-0433 min
CFA Society ChicagoInvestment Exchange Forum – Behavioral FinanceCFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This...
2022-02-2437 minCFA Society ChicagoInvestment Exchange Forum – Behavioral FinanceCFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This...
2022-02-2437 minCFA Society ChicagoMacro Matters Series – Value & GrowthCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-02-1444 minCFA Society ChicagoMacro Matters Series – Value & GrowthCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-02-1444 min
CFA Society ChicagoMacro Matters Series – Geopolitics and the Energy MarketsCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-02-0230 minCFA Society ChicagoMacro Matters Series – Geopolitics and the Energy MarketsCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts...
2022-02-0230 min
CFA Society ChicagoInvestment Exchange Forum – ESG InvestingCFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute's ESG certification and how it has impacted her process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/ Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing For more episodes go to...
2022-01-2724 minCFA Society ChicagoInvestment Exchange Forum – ESG InvestingCFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute's ESG certification and how it has impacted her process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/ Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing For more episodes go to...
2022-01-2724 minCFA Society ChicagoInvestment Exchange Forum: ESG in ETFsCFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive market space. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Ben on LinkedIn https://www.linkedin.com/in/ben-johnson-cfa-5a288175/ and Twitter @MstarETFUS For more episodes go to www.cfachicago.org/podcasts
2020-12-1738 minCFA Society ChicagoInvestment Exchange Forum: ESG – Diversity, Equality, & InclusionCFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts from the Segall Bryant & Hamill Workplace Equality Fund. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Suresh on LinkedIn https://www.linkedin.com/in/sureshrajagopal/ Connect with John on LinkedIn https://www.linkedin.com/in/jrobertsdenver/ For more episodes go to www.cfachicago.org/podcasts
2020-12-1026 minCFA Society ChicagoInvestment Exchange Forum: ESG in Real Estate & REITsCFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements' Dick Schiller, CFA and Jason Ren, CFA about ESG within the real estate and REIT markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Dick on LinkedIn https://www.linkedin.com/in/dickschiller/ Connect with Jason on LinkedIn https://www.linkedin.com/in/jasoncren/ For more episodes go to www.cfachicago.org/podcasts
2020-12-0427 minCFA Society ChicagoInvestment Exchange Forum: University Investment GroupsCFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul's Investment Group, Danny Feldmeier of Notre Dame's Investment Club, and Vrutik Patel and Fred Shoaff from University of Illinois' Investment Management Academy. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Connor on LinkedIn https://www.linkedin.com/in/cwalsh33/ Connect with Danny on LinkedIn https://www.linkedin.com/in/daniel-feldmeier-315942191/ Connect with Vrutik on LinkedIn https://www.linkedin.com/in/vp07/ Connect wi...
2020-11-1235 minCFA Society ChicagoInvestment Exchange Forum: ESG – Impact with a Positive AlphaCFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Sarah on LinkedIn @ sarah-bratton-hughes Follow Schroders on LinkedIn @ schroders and Twitter @SchrodersUS For more episodes go to www.cfachicago.org/podcasts
2020-10-2933 minCFA Society ChicagoInvestment Exchange Forum: Convertible BondsCFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @ wysockijoe For more episodes go to www.cfachicago.org/podcasts
2020-10-2235 minCFA Society ChicagoInvestment Exchange Forum: Digital AssetsMike Ossowski, Hehmeyer's Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Mike on LinkedIn @ m-ossowski For more episodes go to www.cfachicago.org/podcasts
2020-10-1534 minCFA Society ChicagoInvestment Exchange Forum: Investing in a Zero Rate WorldCFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece "Today's ultra-low interest rates are anything but 'natural'". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Lotta on LinkedIn @ lotta-moberg Link to Lotta's op-ed – Today's ultra-low interest rates are anything but 'natural' https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793 William Blair White Paper referenced in the episode https://www.williamblair.co...
2020-10-0128 minCFA Society ChicagoInvestment Exchange Forum: Investing in Peak GlobalizationCFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Justin on LinkedIn @ justin-hance-cfa For more episodes go to www.cfachicago.org/podcasts
2020-09-2434 minCFA Society ChicagoPeak Globalization Series: Final ThoughtsChris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Chris on LinkedIn @ christopher-t-vincent-cfa For more episodes go to www.cfachicago.org/podcasts
2020-09-1728 minCFA Society ChicagoPeak Globalization Series: "Open" a Progressive case for globalization with author Dr. Kim ClausingCFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Kim on LinkedIn @ kimberly-clausing Kim's book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335 For more episodes go to www.cfachicago.org/podcasts
2020-09-0343 minCFA Society ChicagoPeak Globalization Series: Impacts on the Economy with Greg DacoCFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Greg on LinkedIn @ gregory-daco For more episodes go to www.cfachicago.org/podcasts
2020-08-2042 minCFA Society ChicagoPeak Globalization Series: A New Cold War with Reva GoujonCFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Reva on LinkedIn @ reva-goujon For more episodes go to www.cfachicago.org/podcasts
2020-08-1337 minCFA Society ChicagoPeak Globalization Series: Reshoring with Harry MoserCFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative's website - www.reshorenow.org Access the links referenced by Harry below– TCO Estimator: https://reshorenow.org/tco-estimator/ Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/ Import Substitution Program: https://reshorenow.org/isp/ 2018 data Report: https://drive.go...
2020-08-0641 minCFA Society ChicagoPeak Globalization Series: Reshaping Global Trade with Jake SchleshingerCFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article "How the Coronavirus Will Reshape World Trade". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Jake on LinkedIn @ jacobschlesinger Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com See Jake's article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995 *Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to...
2020-07-2331 minCFA Society ChicagoPeak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe SweeneyCFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute's Executive Director, Ed Pound and Strategic Project Solutions' CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to assess and adjust supply chains in response Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/ For more episodes go to www.cfachicago.org/podcasts
2020-07-1634 minCFA Society ChicagoPeak Globalization Series: Supply Chain Part 1 with Seenu SarmaCFA Society Chicago member Rich Excell, CFA, chats with Seenu Sarma, a Supply Chain Executive on if we have seen the peak of the trend toward globalization and will be moving away from it. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Seenu on LinkedIn @ seenu-sarma and see his article mentioned in the podcast here - https://www.linkedin.com/pulse/adapting-sourcing-strategies-new-post-pandemic-world-seenu-sarma/ For more episodes go to www.cfachicago.org/podcasts
2020-07-0929 minCFA Society ChicagoInvestment Exchange Forum: Tax-loss HarvestingCFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don't and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to www.cfachicago.org/podcasts
2020-07-0228 minCFA Society ChicagoInvestment Exchange Forum: Is Illinois still investable?CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management's Steve Hlavin, Senior Vice President, Portfolio Manager, and Molly Shellhorn, Managing Director, Senior Research Analyst. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Steve on LinkedIn @ steve-hlavin Follow Nuveen on LinkedIn @ Nuveen and visit their website www.nuveen.com For more episodes go to www.cfachicago.org/podcasts
2020-06-1839 minCFA Society ChicagoPeak Globalization Series: Richard Thies of Driehaus Capital ManagementWe have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies shares his current views on emerging market economies, what might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concerns and if there are industries that might find economic advantages of moving to the US. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Richard on LinkedIn @richthies Follow Driehaus...
2020-06-0433 minCFA Society ChicagoCFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2819 minCFA Society ChicagoCFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2819 minCFA Society ChicagoCFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2126 minCFA Society ChicagoCFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2126 minCFA Society ChicagoCFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-1424 minCFA Society ChicagoCFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe BurgoyneCFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-1424 minCFA Society ChicagoThe Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @brian-coulton For more episodes go to www.cfachicago.org/podcasts
2020-05-0732 minCFA Society ChicagoThe Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @brian-coulton For more episodes go to www.cfachicago.org/podcasts
2020-05-0732 minCFA Society ChicagoA Digital Dive into Fintech with Will Cong & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Will on LinkedIn @linwilliamcong For more episodes go to www.cfachicago.org/podcasts
2020-04-2331 minCFA Society ChicagoA Digital Dive into Fintech with Will Cong & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Will on LinkedIn @linwilliamcong For more episodes go to www.cfachicago.org/podcasts
2020-04-2331 minCFA Society ChicagoEconomics with Nancy Lazar & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA, sat down with Nancy Lazar, founder of Cornerstone Macro, for a quick conversation prior to the Society's Economic Outlook event at the University Club on January 28th Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Nancy on LinkedIn @nancy-lazar and follow Cornerstone Macro @cornerstone-macro For more episodes go to www.cfachicago.org/podcasts
2020-04-0231 minCFA Society ChicagoEconomics with Nancy Lazar & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA, sat down with Nancy Lazar, founder of Cornerstone Macro, for a quick conversation prior to the Society's Economic Outlook event at the University Club on January 28th Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Nancy on LinkedIn @nancy-lazar and follow Cornerstone Macro @cornerstone-macro For more episodes go to www.cfachicago.org/podcasts
2020-04-0231 minCFA Society ChicagoImpact Investing with Priya Parrish & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Priya on LinkedIn @priyaparrish For more episodes go to www.cfachicago.org/podcasts
2020-03-1125 minCFA Society ChicagoImpact Investing with Priya Parrish & Rich Excell, CFACFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Priya on LinkedIn @priyaparrish For more episodes go to www.cfachicago.org/podcasts
2020-03-1125 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 2Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in depth on the topic of digital assets. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-02-1725 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 2Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in depth on the topic of digital assets. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-02-1725 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 1Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-01-3019 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 1Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-01-3019 min
The Positive Pants Podcast065 - Do You Have A Fear Of Success?How The Fear Of Success IS Holding You Back Show note links: For more on this head to: www.franexcell.com/blog For more information or to apply for The Proactive Pants Mastermind: https://www.franexcell.com/proactivepants Book in a discovery call to see how I can help you: https://calendly.com/franexcell/30min To join my Free Facebook Community for daily mindset tips and tricks: https://www.facebook.com/groups/franexcellcommunity/ Download your Free Procrastination Buster here: https://franexcell.lpages.co/procrastinationbuster/ Make sure you're following me and share your...
2019-04-1511 min