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/
[email protected]

Download our free app to listen on your phone

LAST EPISODE

The Increased Importance of...

10.19.2021

The stock market has produced outsized returns over the last several years. As a result, stocks represent a greater percent of overall US household wealth than they ever have. How has this happened? How have Americans become comfortable with the ...

Trading Perspectives: An Economic Podcast episodes:

10.19.2021 The Increased Importance of the Stock Market The stock market has produced outsized returns over the last several years. As a result, stocks represent a greater percent of overall US household wealth than they ever have. How has this happened? How have Americans become comfortable with the ...
10.13.2021 Social Media There is little argument that social media has changed how we live our lives and conduct business. However, is it for the good or the bad? Or is it a little bit of both? If so, what should the government ...
10.05.2021 The Great Resignation What exactly are employees looking for in an employer? What are employers doing to keep their workers happy? Is the recent focus on work/life balance here to stay? Or was it always there? Do different generations expect different things out ...
09.29.2021 Evergrande China’s Lehman Brothers? There has been a lot of news about the recent financial troubles of Chinese property developer Evergrande. The company is saddled with billions upon billions in debt which it is highly unlikely to repay in full. Could ...
09.21.2021 Vaccines and The Workplace This week Trading Perspectives welcomes Courtney Truss to the show. As an associate at Oakworth Capital Bank and working alongside John and Sam, she brings another generational and demographical perspective to the show. In this episode, John, Sam, and Courtney ...
09.14.2021 California Recall On September 14th, Californians will go to the polls to decide whether to ‘recall’ Gavin Newsom, the Democratic governor in a very Democratic state. The first question is: why do this? The second is: what will be accomplished? In this ...
09.07.2021 Social Security Going Bankrupt Every year, we get the same old warning about the depletion of the so-called Social Security Trust Fund at some date in the future. This year, the experts think it will be 2034. But will it really? After all, Social ...
08.31.2021 Ida's Economic Impact Sometimes, the weather report is the most important financial news. This goes especially for catastrophic storms which detrimentally impact economic activity. So, how will Ida affect the US economy? Will it be as bad as the winter storms in Texas ...
08.25.2021 The Federal Reserve: How Much is Enough? Ever since the financial crisis of 2008-2009, the Federal government has flooded the world with debt and the Federal Reserve has gobbled it up. Currently, the Fed is buying up to $120 billion in debt securities each month with money ...
08.17.2021 The Mess in Kabul In this week’s Trading Perspectives, John and Sam discuss the recent happenings in Afghanistan, and try to make sense of one of the bigger black eyes the US has gotten in years. Are there any generational differences of opinion when ...
08.11.2021 Jobs Everywhere and Not a Worker in Sight! According to the Bureau of Labor Statistics, the US economy currently has over 10 million available jobs. Where are they? What kind of jobs are they? Why aren’t more people taking them? Is it really a good thing to have ...
08.03.2021 Olympics Anyone? Please. What if they threw an Olympics and no one cared? Although the games are comfortably winning their respective time slots, viewership is significantly lower in both absolute and relative terms compared to recent Summer Olympics. What are the reasons? Change ...
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 ...

Older episodes