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November 3, 2025

Macro Matters – is the equity market too pessimistic?

Rich Excell, CFA, CMT, Blaine Reed, CFA, AFM, and Tony Zhang, Ph.D., CFA

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI.

Is there anything else to talk about? Seriously though.  What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns?  Yep, covered that too.  For a recap of the last 2 weeks and what to look for going forward, have a listen.  Remember to like/share/subscribe!