Long Thoughts Podcast

How Energy Flows Into The Future

April 09, 2024 19:34 - 42 minutes - 36.1 MB

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.

Market and Momentum

March 11, 2024 16:27 - 42 minutes - 40.1 MB

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/

Regenerative Agriculture with Cory Miller

February 08, 2024 16:04 - 43 minutes - 38.7 MB

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/

2024 A Look Ahead

January 10, 2024 16:04 - 49 minutes - 44.7 MB

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.

2023 A Year in Review

December 15, 2023 15:04 - 53 minutes - 47.7 MB

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

Energy Update with Jennifer Warren

November 13, 2023 15:59 - 51 minutes - 52.7 MB

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/

Special Guest Kathleen Stephens former Ambassador to South Korea

October 10, 2023 17:04 - 44 minutes - 45.7 MB

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/

AI: Round 2

September 20, 2023 14:35 - 44 minutes - 40.5 MB

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/

Fitch Downgrades U.S. Credit Quality: What Does it Mean?

August 16, 2023 19:07 - 38 minutes - 36 MB

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.

AI: Rise of the Machines

July 13, 2023 16:42 - 46 minutes - 43.1 MB

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.

Management Styles with Special Guest Retired US Air Force Brigadier General Dale Stovall

March 01, 2023 17:34 - 1 hour - 51.2 MB

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

2023 Market Drivers

February 10, 2023 18:00 - 42 minutes - 39.8 MB

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.

Current Events in China With Tiff Roberts

November 29, 2022 16:37 - 42 minutes - 36.5 MB

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...

Setting the Standard with Special Guest Former Navy SEAL Jimmy Graham

September 20, 2022 13:32 - 1 hour - 62.9 MB

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 grou...

Markets and Recessions

August 25, 2022 20:25 - 39 minutes - 36 MB

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.

State of the US Consumer

June 17, 2022 19:42 - 50 minutes - 46.1 MB

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.

2022 Mid-year Market Outlook

June 03, 2022 16:48 - 52 minutes - 47 MB

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.

The US and Energy Independence

March 18, 2022 16:30 - 37 minutes - 33.5 MB

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

Sanctions and their Economic Impact

March 07, 2022 19:59 - 55 minutes - 49.3 MB

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.

The Cutting Edge with Montana Knife Co’s Josh Smith

February 17, 2022 21:23 - 1 hour - 73.2 MB

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

2022 Market Outlook

January 12, 2022 22:08 - 1 hour - 62.8 MB

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.

Special Guest Wayne Merrick

December 16, 2021 22:06 - 42 minutes - 36.7 MB

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.

Special Guest Marria Hegel

December 07, 2021 14:28 - 52 minutes - 48.1 MB

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.

The Goods Must Flow: A Conversation about Commodities and Supercycles

November 04, 2021 21:16 - 1 hour - 58.6 MB

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.

Taper Talk

October 05, 2021 14:33 - 44 minutes - 42.7 MB

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.

What about Bob: Current Events with Bob Seidenschwarz

September 10, 2021 16:40 - 1 hour - 56 MB

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.

For Watt It’s Worth: A Conversation about Electric Vehicles

August 27, 2021 18:49 - 33 minutes - 31.1 MB

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.

Marcy Allen - Missoula Community Foundation

July 15, 2021 21:41 - 49 minutes - 43.4 MB

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...

The One about Labor Markets

July 01, 2021 14:50 - 43 minutes - 40 MB

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.

All Things Crypto

June 18, 2021 14:45 - 55 minutes - 49.2 MB

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.

Under (Inflationary) Pressure with Professor Michael Klein

June 04, 2021 18:58 - 46 minutes - 46.3 MB

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 di...

Adjusted for Inflation

May 20, 2021 21:48 - 53 minutes - 48.4 MB

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/

Israeli Deputy Consul General Matan Zamir

May 05, 2021 21:55 - 38 minutes - 33.3 MB

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

Passion and Purpose- An Interview with Rene Nazelrod

April 22, 2021 14:22 - 49 minutes - 44.9 MB

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/

Trouble in the Suez

April 07, 2021 21:38 - 54 minutes - 48.9 MB

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.

Down The Oil Well With Tony Kenck

March 24, 2021 20:00 - 58 minutes - 62.6 MB

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

Bubble Redux

March 10, 2021 19:42 - 45 minutes - 42.9 MB

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

SPAC Attack

February 24, 2021 14:59 - 36 minutes - 33 MB

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...

A Socially Distanced Super Bowl

February 10, 2021 22:45 - 29 minutes - 28.1 MB

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

The One About Bubbles

January 27, 2021 17:35 - 32 minutes - 31.1 MB

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

The U.S., China, Big Tech and the Tangled Web They Wove

January 12, 2021 17:30 - 40 minutes - 43.3 MB

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.

Post Election Market Thoughts

December 22, 2020 20:00 - 41 minutes - 37.7 MB

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

Long Thoughts Podcast

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