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Full Library Podcast

Episode 30: Current Events in China With Tiff Roberts

November 29th, 2022 

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 over two decades becoming fluent in Mandarin Chinese. The group discussion centers around current events in China like the recent 20th Party Congress. Also, Xi Jinping’s vision, and direction for China and what that could mean for the United States and the World.

More from Tiff can be found at:

https://www.dexterroberts.com/

https://dexter.substack.com/

Episode 29: Setting the Standard with Special Guest Former Navy Seal Jimmy Graham

September 20th, 2022 

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 and Director/Lead Instructor for the Active Shooter Response Training Center in Colorado. The group discusses lessons Jimmy learned while serving in the SEAL teams, and how those lessons apply to running a business, leadership, and life.

Episode 28: Markets and Recessions

August 25th, 2022 

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.

Episode 27: State of the US Consumer

June 17th, 2022 

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.

Episode 26: 2022 Mid-year Market Outlook

June 3rd, 2022 

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.

Episode 25: The US and Energy Independence

March 18th, 2022 

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

Episode 24: Sanctions and their Economic Impact

March 7th, 2022 

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.

Episode 23: The Cutting Edge with Montana Knife Co’s Josh Smith

February 17th, 2022 

This week Rob is joined by SG Long Financial’s own Dave Peppenger and special guest Josh Smith from Montana Knife Company and Josh Smith Knives. Topics include the story of Montana Knife Company, their unique approach to releasing products, and advertising in influencer-driven spaces.

Montana Knife Company’s website: https://www.montanaknifecompany.com
Josh Smith Knives: https://www.joshsmithknives.com

Episode 22: 2022 Market Outlook

January 12th, 2022 

This week Rob is joined by returning guests Josh Denney and Bob Seidenschwarz to discuss the new year and preview what might lie ahead for the Market in 2022. Specific discussion points include the Fed, interest rates, cryptocurrency, and supply chains.

Episode 21: Special Guest Wayne Merrick

December 16th, 2021 

This week, Rob is joined by SG Long Financial CEO Sue Williams and Wayne Merrick, President, and CEO of Pacific Advantage. The group discusses a host of topics centering around China and Asian-Pacific.

Episode 20: Special Guest Marria Hegel

December 7th, 2021 

On Today’s episode Zach and Rob are joined by SG Long’s Dave Peppenger and Marria Hegel, owner of Montana Medical Research, to discuss the clinical trial process for medical research.

Episode 19: The Goods Must Flow: A Conversation about Commodities and Supercycles

November 4th, 2021 

This week Rob is joined by Bob and Josh Denney to discuss the commodity market. The trio discuss the current commodity landscape, the potential for a commodity supercycle, and sectors that may contribute to structural change in the commodity market.

Episode 18: Taper Talk

October 5th, 2021 

This week, Rob is joined by Josh Denney and a new guest to the podcast John Thomas also known as JT. The trio discuss the history of the Federal Reserve’s quantitative easing program, the current landscape, and most importantly, the Fed’s impending tapering of the program.

Episode 17: What about Bob: Current Events with Bob Seidenschwarz

September 10th, 2021 

This week, reoccurring guest Bob Seidenschwarz joins Rob. Bob and Rob discuss Bob’s background, interest in international relations, and current events and market trends.

Episode 16: For Watt It’s Worth: A Conversation about Electric Vehicles

August 27th, 2021 

This week Rob is joined by Josh Denney and Zach Carvalho to discuss the electric vehicle market. Focusing on automakers, their investments, and vehicle charging, the team discusses the current market landscape and potential future.

Episode 15: Marcy Allen- Missoula Community Foundation

July 15th, 2021 

This week Rob is joined by Bob Seidenschwarz and special guest Marcy Allen executive director of the Missoula Community Foundation. Marcy has served in her role at the foundation since 2019. She has been a staple in the Missoula community for more than 20 years, previously serving as the executive director of BREDD, a three-county economic development district before joining the Missoula Community Foundation.

The Missoula Community Foundation’s mission is to enhance community vitality by inspiring philanthropy and strengthening nonprofits. The foundation offers charitable giving tools and supports nonprofits in the Missoula community. It also runs Missoula Gives, a 26 hour fundraising event that raised $1,200,000 for Missoula-area nonprofits in 2021.

Missoula Community Foundation Website: https://missoulacommunityfoundation.org

Episode 14: The One about Labor Markets

July 1st, 2021 

Rob is joined this week by Josh Denney and Zach Carvalho. The trio discuss the US labor market, its recovery from Covid, labor shortages, and ongoing unemployment numbers.

Episode 13: All Things Crypto

June 18th, 2021 

This week Rob is joined by Josh, Bob, and special guest Ryan Alter CEO of Alter Enterprises, to discuss all things cryptocurrencies. In 2006 Ryan founded Alter Enterprises, an IT service company in Missoula, and has been involved in the cryptocurrency space since 2014. Rob, Josh, Bob, and Ryan cover topics including the origins of cryptocurrencies, mining concerns, changes in the technology, and future use cases for crypto and blockchain tech.

Episode 12: Under (Inflationary) Pressure with Professor Michael Klein

June 4th, 2021 

This week Rob is joined by Bob, Josh, and special guest Michael Klein Professor of International Economic Affairs at the Fletcher School at Tufts University, and Executive Editor of Econofact. Professor Klein served as the Chief Economist in the Office of International Affairs of the United States Department of the Treasury from 2010- 2011 and has been a visiting scholar at several financial institutions including the IMF, the Federal Reserve, and the Bank of England. Michael and the team discuss the current inflationary climate and other economic issues.

Econofact Website: https://econofact.org/

Episode 11: Adjusted for Inflation

May 20th, 2021 

In this week's episode Rob Richardson, Josh Denney, and Bob Seidenschwarz discuss recent Consumer Price Index (CPI) data, with inflation showing up in lumber, housing, autos and many other areas of the economy; and how that could impact markets.

Episode 10: Israeli Deputy Consul General Matan Zamir

May 5th, 2021 

This week Rob is joined by Bob Seidenschwarz and special guest Israeli Deputy Consul General Matan Zamir. The trio discuss a variety of issues including, water, Israeli innovation, the Abraham Accords, and economic cooperation between Israel and Montana.

Israeli Consulate General Website: https://embassies.gov.il/san-francisco/Pages/default.aspx

Episode 9: Passion and Purpose- An Interview with Rene Nazelrod

April 22nd, 2022 

This week Rob is joined by special guests Sue Williams CEO of SG Long and Rene Nazelrod owner of VRTX Fitness in Missoula. The trio discuss the challenges of opening a business during the pandemic, building a winning team, and the importance of having a purposeful and passionate culture in a business.

VRTX Fitness Website: https://vrtxfitness.com/
Apex Bistro: https://vrtxfitness.com/apex-bistro/

Episode 8: Trouble in the Suez

April 7th, 2022 

In this week's episode we discuss the global supply chain and how one problem (like a cargo ship blocking the Suez Canal) can create a global logistical nightmare.

Episode 7: Down the Oil Well With Tony Kenck

March 24th, 2021 

Join us for a discussion with Tony Kenck, Founder of Practical Portfolio Management. We discuss his multi-decade career in the Oil and Gas Industry starting as a geologist in the field to managing corporate business development for Chevron. We also discuss some of the current hot topics surrounding the demand for energy and the rise of alternatives.

Music: Tiny Love by Eye Single

Episode 6: Bubble Redux

March 10th, 2021 

In Today's episode Rob Richardson, CFA, Josh Denney, and Bob Seidenschwarz discuss what has been happening in the stock market the past several weeks, revisiting our discussion on market bubbles from episode 3. Additionally, we dig in to the relationship between interest rates, stocks and the economy.

Music: Tiny Love by Eye Single

Episode 5: SPAC Attack

February 24th, 2021 

In today’s episode we sit down with Josh Denney and SG Long Research Analyst Zach Carvalho to discuss another hot topic in financial markets, SPACs. The growth in the amount of money flowing in to SPACs was strong in 2020 and has continued to accelerate so far in 2021.

For more information on SPACs the SEC has created this bulletin on what investors need to know: https://www.sec.gov/oiea/investor-alerts-and-bulletins/what-you-need-know-about-spacs-investor-bulletin

Music: Tiny Love by Eye Single

Episode 4: A Socially Distanced Super Bowl

February 10th, 2021 

Join us for a discussion on how the pandemic has impacted sports and the surrounding ecosystems, both economically and socially. Our guests include Josh Denney, Director of Fixed Income at SG Long, and Josh Eder, a Financial Advisor at SG Long.

Music: Tiny Love by Eye Single

Episode 3: The One About Bubbles

January 27th, 2021 

Today's episode tackles a timely subject, market bubbles. With increasing media coverage of certain stocks that have increased in value exponentially over the past few months we sat down to discuss current market conditions. We hope you enjoy!

Topics Include:
   What are bubbles
   How are they formed
   Historical examples
   Current market conditions

Episode 2: The U.S., China, Big Tech and the Tangled Web They Wove

January 12th, 2021 

On today’s episode I’m once again joined by Josh Denney, Director of Fixed Income at SG Long and Bob Seidenschwarz, a co-founder at SG Long. We discuss a wide variety of topics including the GA Senate Race, Big Tech's move in to hardware and its connection to China.

Episode 1: Post Election Market Thoughts

December 22nd, 2020 

In this episode Rob Richardson, Josh Denney and Bob Seidenschwarz of SG Long Financial discuss their thoughts on current events that could impact financial markets.

Topics covered include:
   What the prospect of a mixed government could mean for tax reform
   How the rollout of COVID19 vaccines impact struggling sectors in the economy
   Thoughts on the outlook for global trade
   Federal Reserve policy on interest rates