What’s really driving the economy—and how should investors think about it? 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 Oakworth Capital Bank, member FDIC, Equal Housing Lender. Investment products and services offered via Oakworth Asset Management, LLC are independent of the products and services offered by Oakworth Capital Bank and are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. The information, opinions, comments, statements, views or recommendations expressed should not be considered professional, tax or legal advice; or as an offer to buy or sell or to make or consider any investment or course of action. https://www.oakworth.com/ tradingperspectives@oakworth.com📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee.
Sep 30, 2019
With Juul gaining more notoriety as of late, John and Sam discuss what it would take for companies to change their core businesses. Will investors be willing to carve companies like Altria, one of Juul's major investors, out of their portfolios? If the S&P would return 8% with those types of companies in it, or only...
Sep 23, 2019
Last week 8 drones attacked the Aramco oil fields in Saudi Arabia, ultimately causing increased tensions in the middle east. The attacks took out 50% of Saudi Arabia’s oil production and 5% of the worlds global output. Crude oil, which is used for more than just gasoline, remains a controversial topic in the US as...
Sep 16, 2019
There has been something strange about recent weather patterns. Temperatures have been unusually high, even for those of us accustomed to them. It’s not surprising when you consider 7.7 billion people, requiring food to eat, water to drink, clothes and shoes to wear, and a cool, dry place to live will consume a lot...
Sep 9, 2019
Last week, former chairman of the Federal Reserve, Alan Greenspan, said that it’s only a matter of time before negative interest rates spread to the United States. In this episode of Trading Perspectives John and Sam talk about why much of Europe has negative interest rates and what would need to change for that to...
Sep 3, 2019
Throughout history, empires have come and gone, but they have all had some common characteristics. The American empire is a little different. This week John and Sam discuss economic growth of countries and how the US empire works on a financial and economic basis. How does the US fit into Global GDP historically? What...