Lagniappe

This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker also tells where he sees the future of energy transition heading—in terms of investment—and why Pickering is focused on upstream investments and looking toward longer time horizons.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

This week we had a fascinating chat with Evan Loomis, General Partner at Overmatch and Founder of ICON. 

We discuss investing in our defense and how the U.S. strategy is moving from big to small and from expensive to cheap. He’ll also educate us on our weak spots, how we compare to Russia and China, and how autonomous weapons and surveillance vehicles keep our brightest servicemen and women out of harm's way.

We’ll then shift gears away from Earth and talk about the commercialization of space and how Evan’s revolutionary company is trying to solve the housing crisis and will one day build the first human habitat on the moon.

We finish with Evan’s thoughts on the incredible power, opportunity, and fear that AI is creating.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech, the Super Bowl, and hurricanes mean for our local economy, and we’ll end —as we seemingly always do—with where we think rates are going. 

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

What a week! Morgan Housel called this the biggest market decline since the last one you don't remember or care about. With talk of a flash crash happening and a recession looming, we’ll look at how Warren Buffet, Apple, and Japanese Yen played into a crazy ride over the past few days. We’ll also discuss historical market corrections and how the labor market has constantly evolved throughout history.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

There is a lot happening! Doug and Greg are back solo this week to talk about the markets. We’ll examine the affordability and performance of stocks outside of the Magnificent Seven. We’ll also look at AI and ask if the bubble has peaked and when can we expect to see a return on the massive investment. We’ll finish with a future-facing eye on a potential Kamala Harris tax agenda and why you should not let political beliefs/changes influence your long-term investment strategy.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

We’re pleased to welcome Jordan Strebeck, Co-Founder and Managing Partner of Fortress Energy, to the Lagniappe Podcast. Jordan walks us through his background, from New Mexico to Harvard to Midland, and why he chose to focus on minerals. We’ll talk about how technology and technique have changed the Permian Basin and the energy sector as a whole and discuss ESG, a narrative shift in the oil and gas industry, and what the U.S. needs to do to keep progressing as a global energy leader.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

We sat down for a fascinating conversation with Permanent Equity Founder and CEO, Brent Beshore. Brent is a pioneer in the micro private equity space so we loved picking his brain on how/why he created PE’s unique model, their risks/competition, how he finds businesses, and where he sees the private equity industry heading over the next 10 years.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the odds on what happens next. We’ll also discuss our expectations for rate cuts and the economic impact of Ozempic-like drugs.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism.

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.