Episodes
48
Latest episode
Nov 2024
Language
EN
The Long Thoughts Podcast is financial markets focused podcast brought to you from Missoula Montana. We discuss current events and our thoughts on how they relate to the financial markets. See our disclosures here - https://www.sglongfinancial.com/disclosures
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.
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