Long Thoughts Podcast

This week Rob is joined by SG Long's Bob Seidenschwarz and Josh Denney. The group recaps the events and factors that shaped markets throughout 2023, such as The Magnificent 7, Artificial Intelligence, interest rates and look ahead into 2024.

sglongfinancial.com

This week Rob is joined by SG Long's Bob Seidenschwarz and special guest Jennifer Warren. Jennifer founded Concept Elemental in 1996 and served as CEO of Dallas Committee on Foreign Relations from 2010-2013. Jennifer recaps the recent Federal Reserve Energy Conference and expands on takeaways from the event. The group digs into US energy infrastructure development and discusses the overall energy market in the U.S. and globally.

https://www.sglongfinancial.com/

October 10th, 2023

This week Rob is joined by SG Long's Bob Seidenschwarz and special guest former US Ambassador to South Korea Kathleen Stephens. Kathleen served from 2008-2012 in that position before becoming the US charge d'affaires to India in 2014. The group discusses many topics ranging from US-S. Korean relationship since Treaty of 1953, geopolitical tensions with China, and N. Korea. Plus much more.

Korea Economic Institute of America - https://keia.org/

This week Rob is joined by SG Long's Bob Seidenschwarz, and Josh Denney. The group's discussion focuses on Artificial Intelligence (AI) and is a continuation from their previous AI Podcast Episode 33. The conversation focuses upon future regulatory framework and actions which might be taken to protect both workers and consumers.

https://www.sglongfinancial.com/

This week Rob is joined by SG Long's Bob Seidenschwarz, and Josh Denney. The group's discussion focuses on the recent downgrade of the U.S. credit rating quality by Fitch and potential implications.

This week Rob is joined by SG Long's Bob Seidenschwarz, and Josh Denney. The group's discussion focuses on Artificial Intelligence (AI). Covering topics from the different types of AI, their wide-ranging applications and just a few of the direct and indirect impacts we might expect. The conversation also touches upon framework around future regulations and how data might still be king in the AI race.

This week Rob is joined by SG Long's Sue Williams and special guest retired US Air Force Brigadier General Dale E. Stovall. Dale served for more than 31 years with the US Air Force. The group discusses Dale's life experiences in and out of the Military and how they have helped him manage people and multiple budgets.

https://www.sglongfinancial.com

This week Rob is joined by SG Long's Bob Seidenschwarz, and Josh Denny. The group's discussion centers around potential market drivers in 2023. With inflation being a primary driver of both bond and equity markets in 2022 our eyes turn to the current state of interest rates and how a change in the shape of the yield curve could impact markets.

This week Rob is joined by SG Long's Robert Seidenschwarz, and special guest Dexter "Tiff" Roberts. Tiff is an award-winning speaker, and writer who serves as a Senior Fellow in the Atlantic Council's Asia Security Initiative, and a Fellow at the Maureen & Mike Mansfield Center. Tiff was previously a China bureau chief, and Asia News Editor at Bloomberg Businessweek while he lived in Beijing for over two decades becoming fluent in Mandarin Chinese. The group discussion centers around current events in China like the recent 20th Party Congress. Also, Xi Jinping's vision, and direction for China and what that could mean for the United States and the World.

More from Tiff can be found at:

https://www.dexterroberts.com/

https://dexter.substack.com/

This week Rob is joined by SG Long's Dave Peppenger and special guest former US Navy SEAL Jimmy Graham. Jimmy served for more than 15 years with the US Navy SEAL teams and 7 years as an Operator and Lead Instructor for an Elite Federal Government Protective Detail for High-Risk and Critical environments including Iraq, Afghanistan, and Benghazi, Libya. Jimmy is the current CEO of Able Shepherd and Director/Lead Instructor for the Active Shooter Response Training Center in Colorado. The group discusses lessons Jimmy learned while serving in the SEAL teams, and how those lessons apply to running a business, leadership, and life. Some highlights from the episode include: (00:55) - Bio of our guest Jimmy Graham and his company Able Shepard

(07:50) - Business Lessons and what Jimmy learned from his time in the Seal Teams

(16:30) – Leadership and "sharpening your saw"

(40:50) – Finding and developing relationships with mentors