Long Thoughts Podcast

This week Rob is joined by SG Long's Bob Seidenschwarz and special guest Jeffrey Michael the new director of the Bureau of Business and Economic Research (BBER) at the University of Montana. The group focuses on the different projects that are ongoing, and the impact they can have. Highlighting housing difficulties and possible solutions, along with other high prices impacting everyone.

This week Rob is joined by SG Long's Josh Denney. The duo discussed the most recent financial quarter and how markets responded. They covered topics from Magnificent 7 to the adapting AI narrative. In addition, they touched on the recent Federal Reserve rate cut and how the Federal Reserve's policy though calendar year end might impact markets.  

This week Rob is joined by SG Long's Bob Seidenschwarz and returning special guest Jennifer Warren. Jennifer founded Concept Elemental in 1996 and served as CEO of Dallas Committee on Foreign Relations from 2010-2013. The group dives into US energy infrastructure needs, current developments and the impact on inflation in the future. They also spend some time focusing on Regulatory needs and how th...

This week Rob is joined by the other two of our four SG Long interns Ashley Privrat & Alex Musco. They discuss their backgrounds and financial experience as well as their time at SG Long as an intern. Expanding on different projects and reports they felt had an impact on them as well as what they have in store for the rest of the year.  

This week Rob is joined by two of our four SG Long Financial interns Tanner Klumph & Eden Maxwell. They discuss their backgrounds and financial experience as well as their time at SG Long as an intern. Expanding on different projects and reports they felt had an impact on them as well as what they have in store for the near term.   https://www.sglongfinancial.com/

This week Rob is joined by SG Long's Bob Seidenschwarz & Josh Denney to discuss current events like the return of the meme-stock craze with GameStop. They also discussed AI and datacenters' future uses and efficiencies in multiple sectors of the economy. As well as the power that is going to be required to run both.

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. 

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/

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/

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.

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

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...

October 10 th , 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. Plu...

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/

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.

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 ra...

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

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.

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 o...

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 an...

 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 .

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.

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.

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

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.