In this podcast, John & 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 Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned by…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Debt has become so embedded and normalized, even encouraged, that people aren't just taking loans for big things anymore. They are financing everything because they can. Having credit card balances while still spending normally has become the norm. In the age of influencers on social media, people feel pressure to own certain things, live a certain lifestyle. Are we using debt as an effective tool…
Investment in new technologies and the necessary infrastructure to support them is helping to fuel the economy. Is this a good or bad long-term development? Why are so many businesses building data centers? Why is electricity, not chips, becoming the biggest constraint? Who really wins economically: utilities, construction, industrials, regional economies, tech tycoons, or someone else? What is…
The housing market has been relatively depressed. However, a new home seems to be out of the reach for many Americans. Higher interest rates have been an impediment to the housing market, as they make monthly mortgage payments that much more expensive. The inventory of lower-priced or entry level homes isn't great enough for the demand, arguably keeping prices higher. The old real estate agents'…
Have investors moved on from the conflict in Iran? What would it take for it to matter again? Have markets already priced out the Iran risk? What has the market's reaction taught us about investor psychology? What would force investors to pay attention again? Are markets being complacent or correctly assessing the risks? Has the "buy the dip" mentality become so entrenched that geopolitical shocks…
The World Cup is a massive global undertaking every 4 years. Is it really worth it? The World Cup will bring fans in from all over the globe. What do you think will impress them the most, both good and bad? The prices for World Cup tickets, especially for 'key games and/or games,' is objectively high. Is the most popular sport in the world available only to the rich? Economic consultants estimate…
There are some similarities to the 'dot.com' bubble of the late 1990s. However, there are some significant differences too. U.S. businesses have spent a lot of money on AI, and will need to see some form of return on this investment. What and when will this be? Is the sector expanding too much and too rapidly? How much longer can the economy continue to engender/foster/finance this growth? What…
In economic and military terms, Europe, as a whole, has had a pretty tough go of it since the Financial Crisis of 2008. While still a major player in global affairs, the data suggests it might not carry the same weight it did previously. From essentially being equal partners with the U.S., in many ways, it now seems to have taken a lessor role. How did this happen? Was it economic? Demographic? A…
Since the Federal Reserve has a dual mandate of price stability and full employment, investors tend to focus on the inflation and jobs reports. Just how many jobs is the economy creating? What does that mean for future monetary policy and economic growth? How will that impact my investment portfolio? However, recently, the jobs data has not been quite as robust as it had been coming out of the…
The U.S. military recently arrested Venezuelan President Nicholas Maduro on a slew of drug-related issues. However, was Washington's goal really Maduro? Or was it access to Venezuela's massive oil reserves? Also, what message does this recent action send to other international leaders? And, finally, what is the ultimate definition of success for the United States in this instance? In this week's…
This week, a major American automaker announced a significant write-down on its investments in electric vehicles (EVs). Does this mean the company overinvested or simply invested too early? Are American consumers fundamentally resistant to EVs? Or have various governments pushed EVs faster than the sector, market and infrastructure can truly support? In this week's Trading Perspectives, Sam…
