Long Thoughts Podcast

This week Rob is joined by SG Long’s Bob Seidenschwarz & Josh Denney to review which sectors have been the leaders and losers in the 1Q24. They also focused their discussion on how energy production and consumption has changed over time and what it might look like going forward with different energy transition projects and future technologies.

This week Rob is joined by SG Long’s Josh Denney to review what has happened to start the year in financial markets.

https://www.sglongfinancial.com/

This week Rob is joined by SG Long’s Bob Seidenschwarz and special guest Cory Miller owner/operator of Grass Valley Farms. The group discusses Cory’s unique take on regenerative agriculture at Grass Valley Farms as well as the economic and environmental contrasts between traditional industrial farming and ranching practices with regenerative methods.

https://www.sglongfinancial.com/

This week Rob is joined by SG Long’s Bob Seidenschwarz and Josh Denney. The group focuses on factors and themes that will be in focus in 2024. Those topics range from the strength of the US Dollar as a global reserve currency. The Federal Reserve and if/when we get rate cuts. Finally, how geopolitics like China, Ukraine, & Israel & the Red Sea might impact the markets.

This week Rob is joined by SG Long’s Bob Seidenschwarz and Josh Denney. The group recaps the events and factors that shaped markets throughout 2023, such as The Magnificent 7, Artificial Intelligence, interest rates and look ahead into 2024.

sglongfinancial.com

This week Rob is joined by SG Long’s Bob Seidenschwarz and special guest Jennifer Warren. Jennifer founded Concept Elemental in 1996 and served as CEO of Dallas Committee on Foreign Relations from 2010-2013. Jennifer recaps the recent Federal Reserve Energy Conference and expands on takeaways from the event. The group digs into US energy infrastructure development and discusses the overall energy market in the U.S. and globally.

https://www.sglongfinancial.com/

October 10^th, 2023

This week Rob is joined by SG Long’s Bob Seidenschwarz and special guest former US Ambassador to South Korea Kathleen Stephens. Kathleen served from 2008-2012 in that position before becoming the US charge d’affaires to India in 2014. The group discusses many topics ranging from US-S. Korean relationship since Treaty of 1953, geopolitical tensions with China, and N. Korea. Plus much more.

Korea Economic Institute of America - https://keia.org/

This week Rob is joined by SG Long’s Bob Seidenschwarz, and Josh Denney. The group’s discussion focuses on Artificial Intelligence (AI) and is a continuation from their previous AI Podcast Episode 33. The conversation focuses upon future regulatory framework and actions which might be taken to protect both workers and consumers.

https://www.sglongfinancial.com/

This week Rob is joined by SG Long’s Bob Seidenschwarz, and Josh Denney. The group’s discussion focuses on the recent downgrade of the U.S. credit rating quality by Fitch and potential implications.

This week Rob is joined by SG Long’s Bob Seidenschwarz, and Josh Denney. The group’s discussion focuses on Artificial Intelligence (AI). Covering topics from the different types of AI, their wide-ranging applications and just a few of the direct and indirect impacts we might expect. The conversation also touches upon framework around future regulations and how data might still be king in the AI race.