Long Thoughts Podcast

In this week's episode we discuss the global supply chain and how one problem (like a cargo ship blocking the Suez Canal) can create a global logistical nightmare.

Join us for a discussion with Tony Kenck, Founder of Practical Portfolio Management. We discuss his multi-decade career in the Oil and Gas Industry starting as a geologist in the field to managing corporate business development for Chevron. We also discuss some of the current hot topics surrounding the demand for energy and the rise of alternatives.

Music: Tiny Love by Eye Single

In Today's episode Rob Richardson, CFA, Josh Denney, and Bob Seidenschwarz discuss what has been happening in the stock market the past several weeks, revisiting our discussion on market bubbles from episode 3. Additionally, we dig in to the relationship between interest rates, stocks and the economy.

Music: Tiny Love by Eye Single

In today's episode we sit down with Josh Denney and SG Long Research Analyst Zach Carvalho to discuss another hot topic in financial markets, SPACs. The growth in the amount of money flowing in to SPACs was strong in 2020 and has continued to accelerate so far in 2021.

For more information on SPACs the SEC has created this bulletin on what investors need to know: https://www.sec.gov/oiea/investor-alerts-and-bulletins/what-you-need-know-about-spacs-investor-bulletin

Music: Tiny Love by Eye Single

Join us for a discussion on how the pandemic has impacted sports and the surrounding ecosystems, both economically and socially. Our guests include Josh Denney, Director of Fixed Income at SG Long, and Josh Eder, a Financial Advisor at SG Long.

Music: Tiny Love by Eye Single

Today's episode tackles a timely subject, market bubbles. With increasing media coverage of certain stocks that have increased in value exponentially over the past few months we sat down to discuss current market conditions. We hope you enjoy!

Topics Include:

• What are bubbles
• How are they formed
• Historical examples
• Current market conditions

On today's episode I'm once again joined by Josh Denney, Director of Fixed Income at SG Long and Bob Seidenschwarz, a co-founder at SG Long. We discuss a wide variety of topics including the GA Senate Race, Big Tech's move in to hardware and its connection to China.

In this episode Rob Richardson, Josh Denney and Bob Seidenschwarz of SG Long Financial discuss their thoughts on current events that could impact financial markets.

Topics covered include:

• What the prospect of a mixed government could mean for tax reform
• How the rollout of COVID19 vaccines impact struggling sectors in the economy
• Thoughts on the outlook for global trade
• Federal Reserve policy on interest rates