Evergreen Exchange

In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy. Some questions they dive into are: China is easing its COVID restrictions. What does this mean for the market? What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy...

In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook.  Some questions they explore are: What are we seeing right now with inflation? Where do things stand with the Fed? Bloomberg has a 33% probability of a US recession over the nex...

Part 2: Estate Planning In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning: If you are the pr...

In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022. We have seen a recent recovery since last month. What is going on with markets? A recession seems to be on everyone's mind. What is Evergreen's stance on this? Is a recession in the near future? Currently, the tech sector is underperforming...

In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on: What is driving the market lower? And how could this turn around? How has Evergreen been reacting to the recent turmoil? “Buy Low, Sell High” is an obvious statement, but it’s easier said than done. As always, we ho...

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict: What's changed in Ukraine? Why has Russia invaded      Ukraine? What are the implications for China? How is China      handling this in terms of trade? What is the impact...

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy. What impact can a Russian invasion have on financial markets? What does Russia gain by invading Ukraine? What are the political implications for the US with both Russia and China in this potential invasion? As always, we hope...

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen’s Regional Director of Oregon, on what it's like working at Evergreen. How is Evergreen different than other firms? We know that women are a minority in the financial planning industry. What is it like being a woman in the industry? What makes a good client? How do you, as a client, be activ...

In this episode of the Evergreen Exchange, Jeff Otis interviews Managing Director, Jeff Eulberg, on the volatile start to 2022. Jeff Otis describes why volatility is not always a bad thing. Otis and Eulberg go on to discuss: What will this mean for international markets? What could make this market turn around in the near term? What are the most attractive areas of opportunity? As always, we hope...

In this Deep Dive, Evergreen's CEO, Tyler Hay, interviews Meta's (formerly known as Facebook) Vice President of Global Operations, John DeVine, on the Metaverse. The Metaverse creates new obstacles and strategies for everyday life and poses many interesting questions: What is Metaverse, and should we take it seriously? What are some economic opportunities that come from it? How will the Metaverse...

In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spendi...

Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions: -What is our investment committee's outlook on financial markets for the year? -More specifically, which sectors do we think are set to outperform (and underperform)? -How do we s...

In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen's Senior Analyst, to discuss the main economic takeaways from 2021 and what we can look forward to in 2022. The consumer's resilience, management of employees, and supply chain disruptions had significant impact on the 2021 economic environment. 2022 has the potential to drift towards normality and settle econ...

In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up. As always, we hope you enjoy the listen! This material h...

As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that’s only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid c...

In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or inst...

In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.  As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assu...

In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market. As always, we hope you enjoy the listen! This material has been...

Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purp...

Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to guide clients through the process. With Mo...

In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not bec...

Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in...

In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration. Katie Vercio, CFP is our Senior Finan...

Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Co...

Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From dev...