Long Thoughts Podcast

This week Rob is joined by Bob, Josh, and special guest Michael Klein Professor of International Economic Affairs at the Fletcher School at Tufts University, and Executive Editor of Econofact. Professor Klein served as the Chief Economist in the Office of International Affairs of the United States Department of the Treasury from 2010- 2011 and has been a visiting scholar at several financial institutions including the IMF, the Federal Reserve, and the Bank of England. Michael and the team discuss the current inflationary climate and other economic issues.

Econofact Website: https://econofact.org/

In this week's episode Rob Richardson, Josh Denney, and Bob Seidenschwarz discuss recent Consumer Price Index (CPI) data, with inflation showing up in lumber, housing, autos and many other areas of the economy; and how that could impact markets. 

https://www.bls.gov/cpi/

This week Rob is joined by Bob Seidenschwarz and special guest Israeli Deputy Consul General Matan Zamir. The trio discuss a variety of issues including, water, Israeli innovation, the Abraham Accords, and economic cooperation between Israel and Montana. 

Israeli Consulate General Website: https://embassies.gov.il/san-francisco/Pages/default.aspx

This week Rob is joined by special guests Sue Williams CEO of SG Long and Rene Nazelrod owner of VRTX Fitness in Missoula. The trio discuss the challenges of opening a business during the pandemic, building a winning team, and the importance of having a purposeful and passionate culture in a business.

VRTX Fitness Website: https://vrtxfitness.com/
Apex Bistro: https://vrtxfitness.com/apex-bistro/

In this week's episode we discuss the global supply chain and how one problem (like a cargo ship blocking the Suez Canal) can create a global logistical nightmare. 

Join us for a discussion with Tony Kenck, Founder of Practical Portfolio Management.  We discuss his multi-decade career in the Oil and Gas Industry starting as a geologist in the field to managing corporate business development for Chevron. We also discuss some of the current hot topics surrounding the demand for energy and the rise of alternatives.  

Music: Tiny Love by Eye Single

In Today's episode Rob Richardson, CFA, Josh Denney, and Bob Seidenschwarz discuss what has been happening in the stock market the past several weeks, revisiting our discussion on market bubbles from episode 3.  Additionally, we dig in to the relationship between interest rates, stocks and the economy.  

Music: Tiny Love by Eye Single

In today’s episode we sit down with Josh Denney and SG Long Research Analyst Zach Carvalho to discuss another hot topic in financial markets, SPACs. The growth in the amount of money flowing in to SPACs was strong in 2020 and has continued to accelerate so far in 2021.

For more information on SPACs the SEC has created this bulletin on what investors need to know: https://www.sec.gov/oiea/investor-alerts-and-bulletins/what-you-need-know-about-spacs-investor-bulletin

 Music: Tiny Love by Eye Single

Join us for a discussion on how the pandemic has impacted sports and the surrounding ecosystems, both economically and socially.  Our guests include Josh Denney, Director of Fixed Income at SG Long, and Josh Eder, a Financial Advisor at SG Long.

Music: Tiny Love by Eye Single

Today's episode tackles a timely subject, market bubbles.  With increasing media coverage of certain stocks that have increased in value exponentially over the past few months we sat down to discuss current market conditions. We hope you enjoy!

Topics Include:   

• What are bubbles
• How are they formed
• Historical examples
• Current market conditions