Trading Perspectives: An Economic Podcast

By Sara McPherson

Business Investing

What's Trading Perspectives: An Economic Podcast about?

A podcast designed to provide listeners with education and a unique insight into specific factors that are currently driving our nation's economy. Trading Perspectives is brought to you by Oakworth Capital Bank.

https://www.oakworthcapital.com/
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The Delta Variant: Are Lock...

07.27.2021

COVID-19 cases are again on the rise and vaccinations are falling. Will this recent spike in the Delta Variant lead to business and education lockdowns like last year? Would the US economy be able to rebound if that happens? Also, ...

Trading Perspectives: An Economic Podcast episodes:

07.27.2021 The Delta Variant: Are Lockdowns Coming Again? COVID-19 cases are again on the rise and vaccinations are falling. Will this recent spike in the Delta Variant lead to business and education lockdowns like last year? Would the US economy be able to rebound if that happens? Also, ...
07.21.2021 The 4-Day Work Week: Fact or Fiction? Recent studies suggest reducing the workweek might actually increase worker productivity. So, is it a good idea to ease the time constraints on workers in order for them to produce more? It might seem counterintuitive, but the results don’t lie. ...
07.13.2021 Low Interest Rates With stubbornly low interest, is the United States in danger of becoming the next Japan? A zombie economy characterized by persistent low growth and puny asset returns? While there are similarities between the two countries, the differences more than outweigh ...
07.07.2021 Defunding the Police Are the uptick in violent crime across the country and the Defund the Police movement correlated? Regardless, what message does ‘defunding’ your local law enforcement agencies send to outsiders? Is that good for economic growth? In this week’s Trading Perspectives, ...
06.29.2021 Generation Next One aspect of the American Dream is the next generation will be better off than the previous one. Up until now, this has been the case in the United States. However, will it be so in the future? With all ...
06.22.2021 Unexpected News Last week, 2 major meetings took place. One was the FOMC Meeting and the other was the much-anticipated Summit between Putin and Biden. Despite how widely anticipated these two meetings were, neither one of them produced any major news. If ...
06.16.2021 Are Masks un-American? Is wearing a mask un-American? It seems the simple act of wearing a covering over your nose and mouth in public places has become a political issue. Those on the extreme far right say masks are affronts to their personal ...
06.08.2021 Is it Really Different this Time? Whenever investors take things to extremes, it seems we always hear the excuse: "this time is different." While that may or may not be case, what should investors do when this becomes the prevailing wisdom? Are things really that different ...
06.02.2021 Bottlenecks and Inflation This year, Americans have heard the phrase ‘supply-chain bottlenecks’ more times than they can count, and they have noticed the inflation these bottlenecks can bring. However, will this inflation last? Or is it transitory, as Fed Chairman has told the ...
05.25.2021 Cryptocurrencies & Inflation A common argument for cryptocurrencies is their relative limited supply should help keep a lid on inflation. However, is this completely true? Also, is inflation always a bad thing? To that end, is a limited money supply really a good ...
05.18.2021 COVID Inequality Season #2 As wealthier, more economically developed, countries emerge from the COVID pandemic, much of the emerging world remains mired in the outbreak. This has the potential to cause ‘the rich to get richer, and the poor to get poorer.’ What can ...
05.11.2021 Labor Market Weirdness There are more job openings then ever in the US economy, but people don’t seem to want them. The data suggests the nation’s unskilled and semi-skilled hourly workforce isn’t going back to work the way you would expect now that ...
05.06.2021 Corporate Tax Madness The Administration has great plans to spend a lot of money, money the Treasury doesn’t have. So, it has to figure out some way to pay for it all, or at least make a dent in it. In this week’s ...
04.27.2021 Dollar As Reserve Currency #2 - Season 2 In this week’s Trading Perspectives, John and Sam wrap on their 2-part series on the status of the US dollar as the world’s primary reserve currency. If there aren’t any other major, traditional currencies that can currently challenge the Almighty ...
04.20.2021 The Dollar’s Status as the World’s Biggest Reserve Currency The US dollar has enjoyed a long run as the world’s primary reserve currency. This has been due to the nation’s economic strength, the liquidity and transparency of its financial markets, and American adherence to the rule of law and ...
04.13.2021 Income Inequality Part #3 If we know the common characteristics of poverty and the impact of economic disenfranchisement on a societal, how do we find a solution? First, we need to agree on a goal, that all Americans should have economic opportunity. Second, we ...
04.06.2021 Income Inequality Part 2 Just because a country has wide spread income inequality, doesn’t necessarily mean there is no economic opportunity. If the opportunity is there, then what’s the problem? Usually the problem arises when people feel like they can’t get ahead and the ...
03.30.2021 Income Inequality Part 1 Nobody likes income inequality, yet it continuously gets a lot of press. People say the rich are getting richer and the poor are getting poorer. But why? In Part 1 of our Income Inequality series, John and Sam discuss the ...
03.23.2021 The New Normal Part 7: The Impact & Probable Outcome They say the cure is simple, but the fix is ugly. Usually, a recession is due to a decrease in demand relative to the growth in supply. Has the pandemic decreased the need for full time employees? Who was impacted ...
03.16.2021 The New Normal Part 6: A Look Back at the Past Over the past 30 years, we have seen 3 other events that, at the time, had a similar feel. The first was Y2K, the second was in the aftermath of 9/11, and lastly the 2008 financial collapse. With the hindsight ...
03.09.2021 The New Normal Part 5: Global Implications When the dust settles, the smoke clears, and COVID-19 is finally in the rear-view mirror, the world’s geopolitical and economic landscapes will likely look different than they did leading into the pandemic. Some changes will simply be an acceleration in ...
03.02.2021 The New Normal Part 4: Market Valuation Overall economic strength has a major impact on equity valuations. When trying to determine the correct valuation for stocks, several different criteria are evaluated. What is that criteria? This past year has been a roller coaster. When we look back ...
02.23.2021 The New Normal Part 3: Corporate Response The COVID-19 pandemic has changed how we live our lives and conduct business. However, what businesses and economic sectors will have to change the most in order to survive? In order to thrive as consumer behavior changes? In this week’s ...
02.17.2021 The New Normal Part 2: Workforce Reset Many corporations have likely come to the realization that some people do not have to be in the office everyday. Many have shown to be just as productive working from home. But, does the remote work environment work for everyone? ...
02.09.2021 The New Normal: Society Will we ever ‘get past’ COVID19? When we do, what will the new normal look like for society as a whole? We get this inquiry several times a day, if not more, and we wonder: how have the events over ...
12.22.2020 The New COVID-19 Relief Package Congress just recently passed a new COVID-19 relief package coupled with $1.4 trillion spending bill. When AOC and Ted Cruz are both in agreement in saying they have not had enough time to read the bill before voting, is a ...
12.15.2020 Initial Public Offering Market The recent Initial Public Offering (IPO) market has been red hot, with valuations stretching the imagination. Are the good times here to stay? Can companies like Airbnb, DoorDash, and Snowflake grow fast enough to command these prices? Or is it ...
12.08.2020 Minimum Wage Minimum wage is simply a price floor for labor. When the minimum wage is above the market clearing price there will be a surplus. Does the federal government have enough information to decide what the minimum wage should be on ...
12.01.2020 Global Supply Chains In a recent conversation with a local federal reserve representative John made mention of how the pandemic has altered global supply chains. Many manufacturers have become all too reliant on China to be the supply house for the global economy. ...
11.24.2020 Debunking the First Thanksgiving After reading an article surrounding the truth of Thanksgiving, it seems that another holiday is now under attack. We all know that The First Thanksgiving was not as it was portrayed by our kindergarten teachers as we cut out paper ...
11.17.2020 Thanksgiving Mandates Recently multiple states and politicians have set strict guidelines on the Thanksgiving holiday. In response, many law enforcement agencies have said they simply can’t enforce them. As we have said before, there are 3 things needed for an effective economy. ...
11.04.2020 The Financial Markets The election is still not over, but the financial markets seem to be breathing a sigh of relief. As of now, it Looks like the Republicans are going to hold onto the majority of the senate. Maybe the country is ...
10.28.2020 The 2020 Election This could be the most important election in history and people have 2 choices. There is no middle ground. If you look down either political party’s platform, most people are wondering where they fit in. What do most people want ...
10.20.2020 Turbulent Times & Hard Cider This week, Sam and John talk with noted author, lecturer, and essayist James Howard Kunstler about why the world seems to be falling apart and what we can do about it. They discuss themes from Jim’s dystopian “World Made by ...
10.14.2020 The Magic of Streaming On Tuesday, Disney announced that they are going to focus on streaming their content moving forward. Many people are already using Disney Plus, Hulu, and other platforms, however Disney has always been a dominate production company. Now, they are going ...
10.06.2020 The Fragile State of the US Economy Although the economy hasn’t quite gotten back to where it was prior to the pandemic, it has rebounded pretty nicely. However, when you peel back enough layers of the onion, you get the impression it might be getting exhausted. Continued ...
09.29.2020 The Presidential Debate Today is the day of the 1st presidential debate between Trump and Biden. Historically, perception has been a key factor in presidential debates. This year, people’s expectations seem to be slightly lower than they have been in the past. What ...
09.22.2020 The Future of Commercial Real Estate This week, Derek Waltchak with Shannon Waltchack, LLC joins us to talk about office space. Derek is a subject matter expert on Bitcoin, Blockchain and how those technologies are impacting the economy, specifically in commercial real estate. What can we ...
09.16.2020 The Electoral College In the 2016 election, Hillary won the popular vote, yet Trump won the presidency. Many people felt the turnout was unfair and pushed to do away with the electoral college. On the flip side, the electoral college allows smaller states ...
09.09.2020 Fear of The Future Fear sells. In world of pandemics, politics, and discontent, it’s reasonable to believe people may not be as confident as they seem. With all the negative news stories and social media posts, many are fearful of what the future will ...
09.01.2020 Declining Popularity of Professional Sports The NFL will be kicking off in a couple of weeks, but pro sports ratings have shown to be significantly lower since the pandemic. In the past, sports have been a way to escape the problems of the world. Have ...
08.25.2020 Growth over Value When it comes to investing, an age-old question has been growth versus value. Over the past decade, growth has pretty consistently outperformed value. That begs the question, is value investing dead or have the lines just been blurred?
08.19.2020 The Summer of Discontent As we near the end of summer we have to wonder what the riots, protests, and disagreements are really about. Many people are upset about the President’s intervention on the local level when it comes to some of this discontent ...
08.12.2020 The Outcome of Debt Government and Central Banks are flooding the world with money. Is all of this debt good for the economy or will it eventually lead to financial ruin? John & Sam discuss what happens when money is cheap and the world ...
08.05.2020 The Retail Industry & Bankruptcy We’ve recently heard that Jos. A. Banks, Brooke’s Brothers, and even Lord & Taylor have filed bankruptcy. However, it isn’t surprising now that dress codes are becoming increasingly more casual. A coat and tie is no longer a requirement and ...
07.29.2020 The Price of Precious Metals The prices of silver and gold have spiked recently. Gold and silver have historically been methods of exchange and currency. It has really only been within the past several decades that the US dollar has not been backed by silver ...
07.21.2020 Suburban v Urban Living Many residents across the country are leaving city centers and moving to suburban areas of town. Generally, the attraction to living in downtown areas is the cultural amenities. Access to restaurants, theaters, and various social attractions. What happens when the ...
07.15.2020 Tesla: What's the Difference? Tesla stock has been performing exceptionally well since the middle of last year. It is now is up over 40% in less than 2 weeks. The immediate thought is, what changed? But it doesn’t seem a lot has changed with ...
07.07.2020 Reshaping the College Experience Harvard recently announced that all classes will remain online for the fall semester, yet tuition is staying the same. Given Harvard’s reputation, it is almost certain that other colleges will follow suit. How will this change the college experience for ...
06.30.2020 COVID-19: A 2nd Wave Many states have recently announced an increase in Coronavirus cases. Some states have already started shutting down businesses again. In a consumer driven economy, shutting down establishments that employ people essentially takes consumers out of the equation one by one. ...

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