Long Thoughts Podcast

This week Rob is joined by SG Long’s Sue Williams and special guest retired US Air Force Brigadier General Dale E. Stovall. Dale served for more than 31 years with the US Air Force. The group discusses Dale’s life experiences in and out of the Military and how they have helped him manage people and multiple budgets.

https://www.sglongfinancial.com

This week Rob is joined by SG Long's Bob Seidenschwarz, and Josh Denny. The group's discussion centers around potential market drivers in 2023. With inflation being a primary driver of both bond and equity markets in 2022 our eyes turn to the current state of interest rates and how a change in the shape of the yield curve could impact markets.

This week Rob is joined by SG Long’s Robert Seidenschwarz, and special guest Dexter "Tiff" Roberts. Tiff is an award-winning speaker, and writer who serves as a Senior Fellow in the Atlantic Council’s Asia Security Initiative, and a Fellow at the Maureen & Mike Mansfield Center. Tiff was previously a China bureau chief, and Asia News Editor at Bloomberg Businessweek while he lived in Beijing for over two decades becoming fluent in Mandarin Chinese. The group discussion centers around current events in China like the recent 20th Party Congress. Also, Xi Jinping’s vision, and direction for China and what that could mean for the United States and the World.

More from Tiff can be found at:

https://www.dexterroberts.com/

https://dexter.substack.com/

This week Rob is joined by SG Long’s Dave Peppenger and special guest former US Navy SEAL Jimmy Graham.  Jimmy served for more than 15 years with the US Navy SEAL teams and 7 years as an Operator and Lead Instructor for an Elite Federal Government Protective Detail for High-Risk and Critical environments including Iraq, Afghanistan, and Benghazi, Libya. Jimmy is the current CEO of Able Shepherd and Director/Lead Instructor for the Active Shooter Response Training Center in Colorado. The group discusses lessons Jimmy learned while serving in the SEAL teams, and how those lessons apply to running a business, leadership, and life.

Some highlights from the episode include:

(00:55) - Bio of our guest Jimmy Graham and his company Able Shepard

(07:50) - Business Lessons and what Jimmy learned from his time in the Seal Teams

(16:30) – Leadership and “sharpening your saw”

(40:50) – Finding and developing relationships with mentors

 This week Rob is joined by Josh Denney and Bob Seidenschwarz to discuss the characteristics of recessions, how the market has reacted historically, and the impact on investors.

For more information regarding this episode, please enjoy SGLIA’s recent research paper found here.

In this episode, Rob is joined by Bob and Josh. Together, they discuss the health of the US consumer and the impact of consumer spending on the economy.

This week Rob is joined by Josh Denney and Bob Seidenschwarz. The group recaps the first five months of 2022 and the market's outlook for the remainder of the year.

This week Rob is joined by Josh Denney and Bob Seidenschwarz for a discussion about energy independence. The discussion centers around the meaning of energy independence, the current state of US energy dependence, and the potential future for US energy production.

Data presented in this podcast can be found here: https://www.eia.gov/totalenergy/data/monthly/pdf/mer.pdf

This week Rob is joined by SG Long Financial’s own Dave Peppenger and special guest Josh Smith from Montana Knife Company and Josh Smith Knives.  Topics include the story of Montana Knife Company, their unique approach to releasing products, and advertising in influencer-driven spaces.
Montana Knife Company’s website: https://www.montanaknifecompany.com

Josh Smith Knives: https://www.joshsmithknives.com