Long Thoughts Podcast

This week Rob is joined by SG Long's Bob Seidenschwarz and special guest Jeffrey Michael the new director of the Bureau of Business and Economic Research (BBER) at the University of Montana. The group focuses on the different projects that are ongoing, and the impact they can have. Highlighting housing difficulties and possible solutions, along with other high prices impacting everyone.

This week Rob is joined by SG Long's Josh Denney. The duo discussed the most recent financial quarter and how markets responded. They covered topics from Magnificent 7 to the adapting AI narrative. In addition, they touched on the recent Federal Reserve rate cut and how the Federal Reserve's policy though calendar year end might impact markets.  

This week Rob is joined by SG Long's Bob Seidenschwarz and returning special guest Jennifer Warren. Jennifer founded Concept Elemental in 1996 and served as CEO of Dallas Committee on Foreign Relations from 2010-2013. The group dives into US energy infrastructure needs, current developments and the impact on inflation in the future. They also spend some time focusing on Regulatory needs and how they see the space shaping going forward.

This week Rob is joined by the other two of our four SG Long interns Ashley Privrat & Alex Musco. They discuss their backgrounds and financial experience as well as their time at SG Long as an intern. Expanding on different projects and reports they felt had an impact on them as well as what they have in store for the rest of the year. 

This week Rob is joined by two of our four SG Long Financial interns Tanner Klumph & Eden Maxwell. They discuss their backgrounds and financial experience as well as their time at SG Long as an intern. Expanding on different projects and reports they felt had an impact on them as well as what they have in store for the near term.  https://www.sglongfinancial.com/

This week Rob is joined by SG Long's Bob Seidenschwarz & Josh Denney to discuss current events like the return of the meme-stock craze with GameStop. They also discussed AI and datacenters' future uses and efficiencies in multiple sectors of the economy. As well as the power that is going to be required to run both.

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 10th, 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.

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 Richardson CFA is joined by Josh Denney, and Bob Seidenschwarz of SG Long Financial. The group discusses recent economic sanctions imposed on Russia resulting from the war in Ukraine and the potential implications these sanctions could have on inflation and the global economy.  

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

This week Rob is joined by returning guests Josh Denney and Bob Seidenschwarz to discuss the new year and preview what might lie ahead for the Market in 2022. Specific discussion points include the Fed, interest rates, cryptocurrency, and supply chains.

This week, Rob is joined by SG Long Financial CEO Sue Williams and Wayne Merrick, President, and CEO of Pacific Advantage. The group discusses a host of topics centering around China and Asian-Pacific.

On Today's episode Zach and Rob are joined by SG Long's Dave Peppenger and  Marria Hegel, owner of Montana Medical Research, to discuss the clinical trial process for medical research.

This week Rob is joined by Bob and Josh Denney to discuss the commodity market. The trio discuss the current commodity landscape, the potential for a commodity supercycle, and sectors that may contribute to structural change in the commodity market.

This week, Rob is joined by Josh Denney and a new guest to the podcast John Thomas also known as JT. The trio discuss the history of the Federal Reserve's quantitative easing program, the current landscape, and most importantly, the Fed's impending tapering of the program.

This week, reoccurring guest Bob Seidenschwarz joins Rob.  Bob and Rob discuss Bob's background, interest in international relations, and current events and market trends.

This week Rob is joined by Josh Denney and Zach Carvalho to discuss the electric vehicle market. Focusing on automakers, their investments, and vehicle charging, the team discusses the current market landscape and potential future.

This week Rob is joined by Bob Seidenschwarz and special guest Marcy Allen executive director of the Missoula Community Foundation. Marcy has served in her role at the foundation since 2019. She has been a staple in the Missoula community for more than 20 years, previously serving as the executive director of BREDD, a three-county economic development district before joining the Missoula Community Foundation.    The Missoula Community Foundation's mission is to enhance community vitality by inspiring philanthropy and strengthening nonprofits. The foundation offers charitable giving tools and supports nonprofits in the Missoula community. It also runs Missoula Gives, a 26 hour fundraising event that raised $1,200,000 for Missoula-area nonprofits in 2021.    Missoula Community Foundation Website: https://missoulacommunityfoundation.org

Rob is joined this week by Josh Denney and Zach Carvalho. The trio discuss the US labor market, its recovery from Covid, labor shortages, and ongoing unemployment numbers.

This week Rob is joined by Josh, Bob, and special guest Ryan Alter CEO of Alter Enterprises, to discuss all things cryptocurrencies. In 2006 Ryan founded Alter Enterprises, an IT service company in Missoula, and has been involved in the cryptocurrency space since 2014.  Rob, Josh, Bob, and Ryan cover topics including the origins of cryptocurrencies, mining concerns, changes in the technology, and future use cases for crypto and blockchain tech.  

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

On today's episode I'm once again joined by Josh Denney, Director of Fixed Income at SG Long and Bob Seidenschwarz, a co-founder at SG Long. We discuss a wide variety of topics including the GA Senate Race, Big Tech's move in to hardware and its connection to China. 

In this episode Rob Richardson, Josh Denney and Bob Seidenschwarz of SG Long Financial discuss their thoughts on current events that could impact financial markets.   Topics covered include: What the prospect of a mixed government could mean for tax reform How the rollout of COVID19 vaccines impact struggling sectors in the economy Thoughts on the outlook for global trade Federal Reserve policy on interest rates