Trading Perspectives: An Economic Podcast

By Sara McPherson

Business Investing

What's Trading Perspectives: An Economic Podcast about?

In this podcast, John, Courtney & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Economist, John Norris along with Portfolio Manager, Sam Clement and Director of Wealth Management Business Services, Courtney Truss.

https://www.oakworthcapital.com/
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LAST EPISODE

Crack An Egg Over Your Budget

01.25.2023

The sharp increase in egg prices has made a lot of headlines. What is the cause and how is it really impacting American consumers? Do people really eat that many eggs? Are the higher prices causing people to consume fewer? ...

Trading Perspectives: An Economic Podcast episodes:

01.25.2023 Crack An Egg Over Your Budget The sharp increase in egg prices has made a lot of headlines. What is the cause and how is it really impacting American consumers? Do people really eat that many eggs? Are the higher prices causing people to consume fewer? ...
01.19.2023 Ringing in the New Year With Layoffs A number of major companies have already announced layoffs in 2023. These are the ones that get the headlines. However, a lot of smaller businesses have also been letting people go or even shutting for good. After all, when Microsoft ...
01.04.2023 New Year’s Resolutions After a topsy-turvy year in 2022, are Americans looking for a fresh start? If so, what are the willing to give up or start doing to get things right? In short, what resolutions have Americans made to start the new ...
12.28.2022 2023: What Are We Expecting for the New Year? After three consecutive years of the unexpected, what can investors expect in 2023. Will things return to some semblance of normal, if we even know what that means any longer? What are some of the safe predictions for the new ...
12.21.2022 2022: Did We Learn Anything? 2022 was another weird year. The data was bizarre and geopolitical events were head scratching. Unfortunately, this led to a lot of red ink in the investment markets. With everything seemly out of kilter, were there any lessons to be ...
12.14.2022 Holiday Movie Ho Hum The holidays have always been a time for massive blockbuster movies. However, changing consumer behavior seems to be threatening this tradition. After all, a lot of people wonder why they should pay no small sum of money in order to ...
11.30.2022 China’s Lockdown Nightmare In a nation where conformity is paramount, recent protests in China have made global headlines. It seems even the Chinese don’t like Beijing’s zero-COVID policy. However, is the government more concerned with the virus or controlling the citizenry. If the ...
11.22.2022 Holiday Shopping Swoon? With inflation eating away at wallets and pocketbooks, how strong will the US consumer be this holiday shopping season? Analyst estimates are all over the place. However, a sharp spike above the rate of inflation would be an enormous surprise. ...
11.16.2022 Crypto Meltdown Over the last 12 months, cryptocurrencies have fallen dramatically in value. Much of the downfall has to do with tighter monetary policy. However, recent scandals and exchange collapses at platforms like FTX have caused new questions. Are cryptocurrencies a legitimate ...
11.09.2022 Looming Layoffs Although the government keeps reporting strong jobs numbers, it seems layoffs are on the rise. This is especially true in the technology sector, where many household names have announced some form of job cuts, hiring freezes, and downsizings. So, which ...
11.02.2022 School Daze Recent standardized test scores suggest US students fell sharply behind during the pandemic. This isn’t surprising given the problems with remote learning. However, is that the only reason? Could it be something greater and potentially more sinister? Are we failing ...
10.21.2022 Christmas in…October? While the holiday shopping season seems to have been getting longer each year, some retailers put their Christmas decorations out in September. It is hard to get into the spirit when it is 80 degrees outside, so why has this ...
10.12.2022 Gigging the Gig Economy This week, the Administration announced new plans to turn ‘gig economy’ workers into employees, as opposed to independent contractors. While the intent might be well-meaning, what impact will this have on the workers and the economy? Is it necessary and ...
10.05.2022 A Few Tweets About Twitter The ongoing battle between Elon Musk and Twitter appears to be reaching an end, with the former honoring his initial purchase price. What does this mean for the company? Will a Musk-owned company demand freer speech? Eliminate bot and other ...
09.29.2022 The Great Leap to the Right This week, far-right politicians won a clear majority in Italy. This follows on the heels of the UK’s recently proposed pro-business policies. Even traditionally liberal Sweden has elected right of center governments. Then, the headlines suggest the GOP could make ...
09.28.2022 Can A Hurricane Ever Be a Good Thing? Everyone knows about the destruction hurricanes cause, but does the rebuilding after one stimulate economic growth? Would enough hurricanes in a given year actually increase capacity in an area or region? Wouldn’t that be a good long-term thing, even with ...
09.21.2022 Is There An End in Ukraine? Almost 8 months into the fighting, it doesn’t seem there is a legitimate end in sight. Will Moscow up the ante to save face? Why have the Russians had such a difficult time subduing a smaller opponent? What are the ...
09.16.2022 The Queen is Dead, Long Live the King As people mourn the passing of Queen Elizabeth II, it is unclear whether the monarchy will be able to remain relevant moving forward. After all, Charles III has a much lower approval rating in the UK than his mother. Since ...
08.31.2022 Solving the Student Debt Crisis With the wave of a wand, billions in student loan debt will be wiped away. How is this possible and what will the impact be? While this sounds great, every action has consequences. In this week’s Trading Perspectives, Sam, Courtney, ...
08.24.2022 How Much Does Social Media Know? Never before in history have people shared so much information with so many people, knowingly and unknowingly. Every social media post contains information that companies dissect in order to market more effectively to you. While that might sound harmless enough, ...
08.17.2022 Hot Temps & Energy Prices How is the current energy crisis impacting investor behavior around the world? Can Europe escape the economic corner it backed itself into with its energy policies? Will the winter be extra cold this year? Or will the Russians turn on ...
08.10.2022 Gender Wage Gaps As the political season starts to heat up, candidates will likely discuss inequalities in our society. The difference between male and female paychecks will undoubtedly be a topic of discussion. It often is. However, do all the studies on the ...
08.03.2022 A Recession With Too Many Jobs? Like much of the last 24 months, recent economic data has been strange. How can the economy be slowing down and employers still not able to find workers? What is keeping people from going back into the workforce? Is it ...
07.27.2022 Lottery Fever The Mega Millions jackpot is one of the largest in history. People across the country are gobbling up tickets and dreaming about what they would do if they won. However, is it worth the money? After all, the chances of ...
07.20.2022 What is America’s Role in the World? The headlines suggest the world is falling apart at the seams. From the ongoing war in Ukraine to economic crises in many emerging economies to increased tension in the South China Sea, it seems the US is stumbling from one ...
07.13.2022 Greedflation? Is It Real? With inflation currently at 40-year highs, there is no shortage of explanations why this has happened. Folks have blamed Russia and Vladimir Putin. Fingers have wagged at supply chain inefficiencies. People have wrung their hands over our handling of the ...
07.06.2022 A Lack of Confidence in Everything A recent Gallup poll suggests Americans have lost confidence in most major public and private institutions. While this has been a long-term trend, it seems to have accelerated significantly over the last several years. Folks don’t trust the government, organized ...
06.29.2022 The Soaring Price of Looking Good With inflation eating away at consumers’ wallets and pocketbooks, how has our morning routine changed? Are we still using the same products to help make us look presentable in public and the workplace? At what point does the average American ...
06.22.2022 Cryptocurrency Bloodbath Cryptocurrencies have fallen dramatically over the last several months. Is the beginning of the end for the things? Or is it the end of the beginning? Are there are generational considerations when determining whether crypto is going to be an ...
06.15.2022 Eco-Anxiety: Do Your Anxieties Have Anxieties? Temperatures are higher, and storms seem a little more severe. Does this keep you up at night? Do you have eco-angst? The WHO says a lot of people do, but is this really the case? If so, what can we ...
06.08.2022 The 4-Day Workweek: A Pipedream or the Future? As employers continue to struggle to find employees, concepts like a 4-day workweek are getting attention in order to attract workers. How practical is this trend? How good is it for the employer? How good is it for the employee? ...
06.01.2022 Transitory Inflation? Get Real This week, Treasury Secretary Janet Yellen admitted she was wrong last year when she said inflation wasn’t a concern. While a surprising admission from an Administration official, this was a statement of the obvious. However, shouldn’t we have all seen ...
05.25.2022 Good Intentions & The Road to Somewhere Politically popular mandates often, it not almost always, seem to have ironic economic consequences. So, why do we keep doing them? Is there something about the nebulous “need to do something” which trumps economic common sense? Or is it deeper ...
05.18.2022 Onshoring Production? What Are the Chances? With all the supply chain issues and distribution problems, at what point do American companies start to produce more products in the United States? Surely, they have learned their lesson over the last 12 months. Also, what premium will American ...
05.11.2022 Market Timing Blues With all of the red ink in the markets thus far, what are investors supposed to do? Should they continue to “buy the dip,” even though that doesn’t seem to be working? Is this because all news seems to be ...
05.04.2022 The Problem With Student Loans With all the news in Washington about forgiving student loan debt, what does this all mean for the economy, society, and the future of higher education? Who really benefits? Who is hurt? What are the likely outcomes? What is the ...
04.27.2022 Childcare Blues While finding quality childcare has always been a challenge, it has become increasingly more so since the start of the pandemic. This has had a depressing impact on the labor force participation rate, especially women. It seems like the government ...
04.20.2022 What is Going to Happen to the Housing Market? With available homes few and far between and mortgage rates on the rise, fears of the demise of the housing market are increasing. This naturally begs the question, how long can this go on? Will the housing market crash again? ...
04.13.2022 What a Recession Means to Me The dreaded word recession has recently been rearing its ugly head in the news media. Is the US doomed to have one in the near future? If so, just how bad will it be? As bad as 2008, when it ...
04.06.2022 Ukraine: What Does Success Look Like for US? Although it is less than 2 months old, the war in Ukraine seems to be one without end. A primary reason for that is outside of the Ukrainians themselves, it is hard to define what success is for everyone else. ...
03.30.2022 Inflation: What Are We Willing to Give Up? With higher prices hitting budgets the hardest in some 40 years, how are households adjusting? Is eating out at restaurants on the chopping block? Are the cooks in the kitchen willing to do a little extra work? Maybe giving up ...
03.23.2022 Where Did the Infrastructure Bill Go? Last year, it seems the infrastructure bill made all of the headlines. This year, where is it and where is the money? How did we get to a point where we have to borrow massive amounts to do what taxpayers ...
03.16.2022 High Energy Prices: Why and How Long? The price increases at the pump have become impossible to ignore. While it is easy to blame Vladimir Putin for your lighter wallet, is it completely fair? After all, this didn’t happen overnight. So, what has happened? Why has this ...
03.09.2022 Will Putin Cause the Economy to Go Cashless? Due to the turmoil in eastern Europe, many commodity prices have soared. So much so, the cost of the materials in many US coins is now worth more than their face value. If it costs the government more money to ...
03.02.2022 Russia vs. The World With the world tightening its sanctions on Russia, how will the average Russian citizen respond? Also, is this mess what Vladimir Putin intended? The resistance from the Ukrainians themselves? The stiffer sanctions than after the 2014 annexation of Crimea? The ...
02.23.2022 Russia vs. Ukraine: What Next? This week, Russia announced its was formally recognizing two ‘breakaway’ provinces in Ukraine, and authorized the use of so-called Russian peacekeeping troops. As promised, the western powers announced some economic sanctions against Moscow and certain minions, but they arguably weren’t ...
02.16.2022 O Canada! We Stand on Guard for Thee? In this week’s Trading Perspectives, Sam and John discuss the recent unrest in Canada, its causes and probable outcomes. This has made global headlines, because the Great White North isn’t exactly known for being a boiling cauldron of discontent. So, ...
02.09.2022 Are You an Influencer or Influenced? People, especially young people, are making money in ways many people in older generations don't quite understand. What exactly is NIL, and how will that benefit college athletes? How much money is there to be made, really? Who will make ...
02.02.2022 Cancellation Self-Destruction Although the sharing of ideas engenders economic activity and intellectual curiosity, there are many in our society who want to 'cancel out' people with whom they disagree. Recently, high-profile, liberal musical artists have attempted to cancel out podcaster Joe Rogan ...
01.26.2022 Red Ink in January It was pretty easy to make money in the stock market in 2021, just be in it. However, volatility has returned, in a big way, in January 2022, which has caught a lot of people flat-footed and questioning their risk ...

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