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.
Aug 3, 2026
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,...
Jul 22, 2026
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...
Jul 2, 2026
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...
Jun 23, 2026
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...
Jun 23, 2026
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?...