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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 Economist, John Norris along with Associate Managing Director and Portfolio Manager, Sam Clement. 

 

 

 

 

If you like our podcast and are interested in hearing more from us, please click here to visit our blog Common Cents.

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To schedule a speaking engagement please send us an email to tradingperspectives@oakworth.com

 

Dec 27, 2023

What will the stock market do next year? Will the economy go into recession? How many times will the Fed cut rates, if they do so at all? As always, there are so many questions leading into a new year.

In this week’s Trading Perspectives, Sam and John share their thoughts about what could be in store for 2024. Is it...


Dec 14, 2023

This week, central banks across the world essentially said their collective fight against inflation was over. In the United States, the Fed’s own data suggested it would start cutting the overnight rate roughly 3 times in 2024. Couple that with Fed Chairman Powell’s dovish comments about inflation, and investors...


Dec 6, 2023

This past weekend, the CFP Committee chose its Top 4 teams to participate for the national championship. But were they the best, let alone the most deserving teams? Is there any real difference between the best and the most deserving? Or did the committee simply make a business decision? After all, money talks, and it...


Nov 29, 2023

After surprising right-wing victories in elections in Argentina and the Netherlands, pundits have noticed there seems to be a growing trend towards nationalism, especially in Europe. While some outlets blame record immigration levels for this change in sentiment, the causes could also be economic. After all, has...


Nov 22, 2023

This past week, the board of directors at OpenAI abruptly terminated co-founder and CEO Sam Altman. This came as a shock to just about everyone but the board itself. However, it reopened the conversation about AI and its potential future impact on, well, everything. That it has the potential to fundamentally change our...