Trading Perspectives: An Economic Podcast-logo

Trading Perspectives: An Economic Podcast

Business & Economics Podcasts

In this podcast, John, Courtney & 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 Portfolio Manager, Sam Clement and Director of Wealth Management Business Services, Courtney Truss. https://www.oakworthcapital.com/ tradingperspectives@oakworthcapital.com

In this podcast, John, Courtney & 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 Portfolio Manager, Sam Clement and Director of Wealth Management Business Services, Courtney Truss. https://www.oakworthcapital.com/ tradingperspectives@oakworthcapital.com

Location:

United States

Description:

In this podcast, John, Courtney & 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 Portfolio Manager, Sam Clement and Director of Wealth Management Business Services, Courtney Truss. https://www.oakworthcapital.com/ tradingperspectives@oakworthcapital.com

Language:

English

Contact:

205-263-4700


Episodes

China’s Lockdown Nightmare

11/30/2022
In a nation where conformity is paramount, recent protests in China have made global headlines. It seems even the Chinese don’t like Beijing’s zero-COVID policy. However, is the government more concerned with the virus or controlling the citizenry. If the latter, what does that mean for the global economy moving forward? Can multinationals pull their manufacturing capacity out of the PRC fast enough? If so, to where exactly? After all, if China doesn’t protect the rights of its own...

Duration:00:21:25

Holiday Shopping Swoon?

11/22/2022
With inflation eating away at wallets and pocketbooks, how strong will the US consumer be this holiday shopping season? Analyst estimates are all over the place. However, a sharp spike above the rate of inflation would be an enormous surprise. Will families with small children step up or back from the plate? How about Gen X and Baby Boomer “empty nesters’? Will Gen Z even spend money at all? In this week’s Trading Perspectives, Sam, Courtney and John discuss the upcoming holiday shopping...

Duration:00:21:32

Crypto Meltdown

11/16/2022
Over the last 12 months, cryptocurrencies have fallen dramatically in value. Much of the downfall has to do with tighter monetary policy. However, recent scandals and exchange collapses at platforms like FTX have caused new questions. Are cryptocurrencies a legitimate store of value? Will they ever get back to those highs from 2021? Frankly, who is in charge here? Or is that still a selling point, that no one is in charge? Will anything be able to change the minds of either crypto bulls or...

Duration:00:22:24

Looming Layoffs

11/9/2022
Although the government keeps reporting strong jobs numbers, it seems layoffs are on the rise. This is especially true in the technology sector, where many household names have announced some form of job cuts, hiring freezes, and downsizings. So, which is it? Is the labor market strong? Are these job losses contained within the tech sector? Or are they the proverbial “canary in the coal mine, with bigger labor pains to come? This week, Sam, Courtney and John discuss the recent spate of...

Duration:00:21:23

School Daze

11/2/2022
Recent standardized test scores suggest US students fell sharply behind during the pandemic. This isn’t surprising given the problems with remote learning. However, is that the only reason? Could it be something greater and potentially more sinister? Are we failing our children by not making education a bigger priority? What does the future hold? In this week’s Trading Perspectives, Sam, Courtney and John discuss the recent National Assessment of Education Progress assessments and debate...

Duration:00:20:58

Christmas in…October?

10/21/2022
While the holiday shopping season seems to have been getting longer each year, some retailers put their Christmas decorations out in September. It is hard to get into the spirit when it is 80 degrees outside, so why has this happened? Is it due to excess inventories? Retailers worried consumers are going to reign in their spending this year? Has inflation forced the retail industry’s hand? Or is this just the way it is? In this week’s Trading Perspectives, Sam, Courtney and John discuss the...

Duration:00:21:59

Gigging the Gig Economy

10/12/2022
This week, the Administration announced new plans to turn ‘gig economy’ workers into employees, as opposed to independent contractors. While the intent might be well-meaning, what impact will this have on the workers and the economy? Is it necessary and do workers really want it? Finally, who will get hit the hardest if the cost of gig work goes up for the end consumer? In this week’s Trading Perspectives, Sam, Courtney and John discuss the impact of turning gig workers into corporate...

Duration:00:23:29

A Few Tweets About Twitter

10/5/2022
The ongoing battle between Elon Musk and Twitter appears to be reaching an end, with the former honoring his initial purchase price. What does this mean for the company? Will a Musk-owned company demand freer speech? Eliminate bot and other false accounts? Figure out a better way to monetize the company’s technology? Trim a bloated workforce? And will the company let Donald Trump back onto the platform? Inquiring minds want to know. What will it mean for their own social media use?

The Great Leap to the Right

9/29/2022
This week, far-right politicians won a clear majority in Italy. This follows on the heels of the UK’s recently proposed pro-business policies. Even traditionally liberal Sweden has elected right of center governments. Then, the headlines suggest the GOP could make up serious ground in the Congress this November. Across the globe, people seem to be shifting to the right. Are people suddenly more politically conservative? Or are people simply responding to human nature after close to 3-years...

Duration:00:21:32

Can A Hurricane Ever Be a Good Thing?

9/28/2022
Everyone knows about the destruction hurricanes cause, but does the rebuilding after one stimulate economic growth? Would enough hurricanes in a given year actually increase capacity in an area or region? Wouldn’t that be a good long-term thing, even with the short-term pain? Or is it like the ‘parable of the broken windows’? After all, you can stimulate activity with a broken window, but you can’t base your entire economy on breaking windows. In this week’s Trading Perspectives we discuss...

Duration:00:20:13

Is There An End in Ukraine?

9/21/2022
Almost 8 months into the fighting, it doesn’t seem there is a legitimate end in sight. Will Moscow up the ante to save face? Why have the Russians had such a difficult time subduing a smaller opponent? What are the geopolitical and economic ramifications? Is there any way to end the fighting and go back to the status antebellum? In this week’s Trading Perspectives, Sam, Courtney, and John discuss the ongoing war in Ukraine from an American point of view safely thousands of miles away.

Duration:00:23:45

The Queen is Dead, Long Live the King

9/16/2022
As people mourn the passing of Queen Elizabeth II, it is unclear whether the monarchy will be able to remain relevant moving forward. After all, Charles III has a much lower approval rating in the UK than his mother. Since the throne exists largely at the pleasure of the people, will a less popular monarch lead to less support for the monarchy as a whole? How much longer will the British taxpayer be willing to pay, directly or indirectly, for the royal family? Basically, can the monarchy...

Duration:00:24:33

Solving the Student Debt Crisis

8/31/2022
With the wave of a wand, billions in student loan debt will be wiped away. How is this possible and what will the impact be? While this sounds great, every action has consequences. In this week’s Trading Perspectives, Sam, Courtney, and John discuss how this student loan debt relief will impact everything from consumer confidence and elections, to inflation and the soaring cost of college.

Duration:00:23:03

How Much Does Social Media Know?

8/24/2022
Never before in history have people shared so much information with so many people, knowingly and unknowingly. Every social media post contains information that companies dissect in order to market more effectively to you. While that might sound harmless enough, most people wouldn’t share as much with people they know as they do with, say, Facebook. If all of that data is out there, will someone use it against you? This week Sam, Courtney, and John discuss how much information social media...

Duration:00:21:40

Hot Temps & Energy Prices

8/17/2022
How is the current energy crisis impacting investor behavior around the world? Can Europe escape the economic corner it backed itself into with its energy policies? Will the winter be extra cold this year? Or will the Russians turn on the spigot if the Europeans give Moscow the green light? Could it be the US, despite all of its problems, still the best place for an absolute return? In this week’s Trading Perspectives, Sam, Courtney, and John discuss the continued turmoil in the global...

Duration:00:19:48

Gender Wage Gaps

8/10/2022
As the political season starts to heat up, candidates will likely discuss inequalities in our society. The difference between male and female paychecks will undoubtedly be a topic of discussion. It often is. However, do all the studies on the subject compare apples to apples? Is there an inherent bias in the system? Do employers knowingly pay males more simply because of their gender? Why do female workers tend to fall behind their male counterparts? In this week’s Trading Perspectives, Sam,...

Duration:00:25:39

A Recession With Too Many Jobs?

8/3/2022
Like much of the last 24 months, recent economic data has been strange. How can the economy be slowing down and employers still not able to find workers? What is keeping people from going back into the workforce? Is it a generational issue or an inflection point in the US economy? In this week’s Trading Perspectives, Sam, Courtney and John discuss the large numbers of jobs available despite two consecutive quarters of economic contraction.

Duration:00:22:06

Lottery Fever

7/27/2022
The Mega Millions jackpot is one of the largest in history. People across the country are gobbling up tickets and dreaming about what they would do if they won. However, is it worth the money? After all, the chances of winning the jackpot at 1 in 302.5 million. So, is playing the lottery hope, fantasy or foolishness? In this week’s Trading Perspectives, Sam, Courtney, and John discuss the Mega Millions jackpot and what they would do, if anything, if they were the lucky winner.

Duration:00:23:49

What is America’s Role in the World?

7/20/2022
The headlines suggest the world is falling apart at the seams. From the ongoing war in Ukraine to economic crises in many emerging economies to increased tension in the South China Sea, it seems the US is stumbling from one problem to another. However, did we get to this point and what should the US do about today’s angst? Is it even our problem any longer, and should we let the rest of the world deal with its own problems?In today’s Trading Perspectives, Sam, Courtney, and John discuss the...

Duration:00:22:19

Greedflation? Is It Real?

7/13/2022
With inflation currently at 40-year highs, there is no shortage of explanations why this has happened. Folks have blamed Russia and Vladimir Putin. Fingers have wagged at supply chain inefficiencies. People have wrung their hands over our handling of the COVID pandemic. Then, there are those who argue corporations are taking advantage of inflation by gouging customers in order to goose profits. They call this “greedflation.” However, aren’t companies supposed to maximize their profits? This...

Duration:00:20:32