A tartalmat a John Norris biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a John Norris vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Trading Perspectives: An Economic Podcast
Mind megjelölése nem lejátszottként
Manage series 2422509
A tartalmat a John Norris biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a John Norris vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this podcast, John & 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 Sam Clement, Associate Managing Director. https://www.oakworth.com/ tradingperspectives@oakworthcapital.com
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continue reading
319 epizódok
Mind megjelölése nem lejátszottként
Manage series 2422509
A tartalmat a John Norris biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a John Norris vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this podcast, John & 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 Sam Clement, Associate Managing Director. https://www.oakworth.com/ tradingperspectives@oakworthcapital.com
…
continue reading
319 epizódok
Minden epizód
×T
Trading Perspectives: An Economic Podcast
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Over the last 12 months, gold has been one of the best performing asset classes, but why? It is a shiny metal, which doesn’t pay a dividend or interest and doesn’t generate any profits. So, why are investors flocking to it? Further, how much longer will gold, and other precious metals, be, well, golden? The answer might just be basic economics. In this week’s Trading Perspectives, Sam Clement and John Norris discuss the recent rise in gold prices. While it might be amazing to some, Sam and John discuss why it shouldn’t be.…
This week, there were some positive signs the warring parties in Gaza and Ukraine might be willing to sit at the negotiating table to end the recent hostilities. However, given the historical differences between the groups, what is the real likelihood of a lasting peace? Or will whatever happens end up being a short-term bandage for an otherwise longstanding wound? Can the Trump administration really put a permanent end to conflicts which have been for centuries or even millennia? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the recent prospects for peace in the Middle East and Eastern Europe. Do either have a chance for success? If so, which one?…
After two consecutive years of surprising economic growth and stock market returns, what can 2025 do for an encore? However, there are some serious questions. Just how strong is the labor market? Will inflation subside enough to give American consumers a break on the necessities? Will all of this debt ultimately cause the economy to crash? Will the new Trump Administration really be able to pull off everything the President has promised? The list of worries is almost endless. In this week’s Trading Perspectives, John Norris gives a pragmatic take on the probable case scenario for the year. Things might not be as rosy as everyone would like. However, they are far from the worst case scenario.…
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Trading Perspectives: An Economic Podcast
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This week, a Chinese company named DeepSeek shocked the markets by claiming it had made huge advancements in Artificial Intelligence at a fraction of the cost and effort of the big tech giants in the United States. Is it too good to be true? Further, what would it mean for the average worker if the AI industry were able to expand even more rapidly than currently imagined? Will there be any jobs left? Or will our computers, tablets, smartphones and other devices put us all out of work? In this Trading Perspectives, Sam Clement and John Norris discuss the startling revelations and practical implications from the news out of the AI sector this week.…
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Trading Perspectives: An Economic Podcast
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The first week of Donald Trump’s second term in office was a whirlwind of activity. What surprised some people was he did a lot of what he said he was going to do, even some of the head-scratching stuff. However, how much was political posturing and how much was actually trying to govern more effectively? Did any of the executive orders make economic or societal sense? How much more can we expect and what will the economic ramifications be? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the first week of President Trump’s second Administration. You can love or hate what he did, but the sun still came up in the East the next morning.…
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Trading Perspectives: An Economic Podcast
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The recent wildfires in Los Angeles have been horrific to witness and even more so to live through. But could they have been avoided? If not avoided, could an effective governmental response mitigated the damage to the error? Was it climate change or government inefficiency which exacerbated an already bad situation? Are there any generational differences of opinion? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the wildfires in California and debate whether it had to be as bad as it has been.…
The current transition of power from the Biden Administration to Trump Part 2 has been one for the books. The current president has been issuing pardons and making executive orders like has not been seen in recent memory. For his part, the new president has been acting like he is already in office and appears willing to alienate a good chunk of the world in the process. Are these good things? Are they the new normal? What do they mean for the smooth transition of power in the future? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the increasingly bizarre time between one Administration and the next. Are there any generational differences in how they feel about all of the weirdness?…
As we start 2025, a lot of people want to know what the upcoming year holds for them, the economy and the investment markets. So, what does the crystal ball hold in store for the upcoming year? Will stocks continue to climb? Will the economy continue to add jobs? Will the Republicans be able to govern effectively? There are a lot of questions and even more opinions, but what is the truth? In this week’s Trading Perspectives, Sam Clement and John Norris go through the second half of Oakworth’s Investment Committee’s predictions for 2025.…
After another strong, if confusing, year in 2024, what can the US economy and financial markets do for an encore? What does the crystal ball hold in store for the upcoming year? Will stocks continue to climb? Will the economy continue to add jobs? Will the Republicans be able to govern effectively? There are a lot of questions and even more opinions. In this week’s Trading Perspectives, Sam Clement, John Norris and special guest Ryan Bernal go through half of Oakworth’s Investment Committee’s predictions for 2025.…
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Trading Perspectives: An Economic Podcast
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This year has been another wild one in the markets, economy, society and geopolitics. But what have we learned? What was most surprising about events throughout the rest of the world? What changes happened in our domestic society, for good or bad? How strong is the U.S. economy, really? Does anyone tell the truth anymore? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the year that was in 2024, and where they think everything is headed in the upcoming year.…
Over the weekend, Syrian rebels overthrew the Assad dynasty, which had ruled the country for 5 decades. On Monday, the US stock market shrugged, and meaningful news coverage of the event was hard to find. Do American investors simply not care about the rest of the world? After all, there seem to be a lot of global problems and US stocks are at an all-time high. Further, what is it about the Middle East where just about all countries have a powerful king or some other form of strongman or junta calling the shots? Will it ever change? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the recent Syrian Revolution, and why Americans ignored it almost as soon as it happened.…
The global wholesale diamond market has essentially collapsed over the last several years. Publicaly traded jewelry companies have been struggling with softer revenue and earnings. With the exception of perhaps ultra-high end brands, the demand for fine jewelry has essentially stalled. Is this due to the consumer being strapped for cash? Or have consumer preferences changed? After all, the demand for fine china and antique wooden furniture also seems to have waned. Could it be generational preferences or is it purely economic? Has supply outpaced demand? In this week’s Trading Perspectives, Sam Clement and John Norris discuss how problems in the jewelry sector have more to do with alternatives and supply than changing consumer preferences.…
Last week, Target Corporation announced disappointing sales growth for its 3rd Quarter of 2024. This was just another hint at a broader U.S. consumer slowdown or cooling. While spending forecasts aren’t dire, how much fuel does the average American household have in the tank to propel the upcoming holiday shopping season? Will it be merry and bright for retailers? Or will Santa be leaving coal in their stockings? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the upcoming holiday shopping season, and whether the U.S. consumer can continue to spend money at the same pace it has.…
Though November 20th, Bitcoin has more than doubled in value since the start of 2024. Since the end of 2022, it has more than quintupled. But why? Even the most passionate crypto investors have a difficult time explaining exactly what Bitcoin is in terms the average person can understand. It doesn’t pay dividends or interest. It doesn’t generate revenue or profits. You can’t hold it. Heck, you can’t even see it. So why do certain investors love it as much as they do? This asset class which exists out in the technological ether? In this week’s Trading Perspectives, Sam Clement and John Norris discuss the recent rally in Bitcoin and wonder just how much longer can it last. After all, it seems like we have been through this previously. So, is this time different?…
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Trading Perspectives: An Economic Podcast
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Now that the U.S. elections are finally over, investors are looking at their portfolios and wondering if the United States is still worth the risk. Will it still be able to generate attractive rates of growth? Are its institutions still relatively stable? Is its currency still sound? Will the Republicans spoil a good thing? On this week’s Trading Perspectives, Sam Clement and John Norris discuss how the U.S. remains the most attractive investment market for the foreseeable future.…
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