Long Thoughts Podcast

Long Thoughts Podcast

By Rob RichardsonBusinessInvesting
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Long Thoughts Podcast episodes

  • Markets and Recessions

    This week Rob is joined by Josh Denney and Bob Seidenschwarz to discuss the characteristics of recessions, how the market has reacted historically, and the impact on investors. For more information regarding this episode, please enjoy SGLIA's recent research paper found here.

    40 min
  • State of the US Consumer

    In this episode, Rob is joined by Bob and Josh. Together, they discuss the health of the US consumer and the impact of consumer spending on the economy.

    51 min
  • 2022 Mid-year Market Outlook

    This week Rob is joined by Josh Denney and Bob Seidenschwarz. The group recaps the first five months of 2022 and the market's outlook for the remainder of the year.

    53 min
  • The US and Energy Independence

    This week Rob is joined by Josh Denney and Bob Seidenschwarz for a discussion about energy independence. The discussion centers around the meaning of energy independence, the current state of US energy dependence, and the potential future for US energy production.

    Data presented in this podcast can be found here: https://www.eia.gov/totalenergy/data/monthly/pdf/mer.pdf

    38 min
  • Sanctions and their Economic Impact
    This week Rob Richardson CFA is joined by Josh Denney, and Bob Seidenschwarz of SG Long Financial. The group discusses recent economic sanctions imposed on Russia resulting from the war in Ukraine and the potential implications these sanctions could have on inflation and the global economy.
    56 min
  • The Cutting Edge with Montana Knife Co's Josh Smith
    This week Rob is joined by SG Long Financial's own Dave Peppenger and special guest Josh Smith from Montana Knife Company and Josh Smith Knives. Topics include the story of Montana Knife Company, their unique approach to releasing products, and advertising in influencer-driven spaces. Montana Knife Company's website: https://www.montanaknifecompany.com

    Josh Smith Knives: https://www.joshsmithknives.com

    1 hr 16 min
  • 2022 Market Outlook

    This week Rob is joined by returning guests Josh Denney and Bob Seidenschwarz to discuss the new year and preview what might lie ahead for the Market in 2022. Specific discussion points include the Fed, interest rates, cryptocurrency, and supply chains.

    1 hr 10 min
  • Special Guest Wayne Merrick

    This week, Rob is joined by SG Long Financial CEO Sue Williams and Wayne Merrick, President, and CEO of Pacific Advantage. The group discusses a host of topics centering around China and Asian-Pacific.

    43 min
  • Special Guest Marria Hegel

    On Today's episode Zach and Rob are joined by SG Long's Dave Peppenger and Marria Hegel, owner of Montana Medical Research, to discuss the clinical trial process for medical research.

    53 min

About Long Thoughts Podcast

From the publisher's feed

The Long Thoughts Podcast is financial markets focused podcast brought to you from Missoula Montana. We discuss current events and our thoughts on how they relate to the financial markets.