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Long Thoughts Podcast
70 minutes | Jan 12, 2022
2022 Market Outlook
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.
42 minutes | Dec 16, 2021
Special Guest Wayne Merrick
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.
53 minutes | Dec 7, 2021
Special Guest Marria Hegel
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.
64 minutes | Nov 4, 2021
The Goods Must Flow: A Conversation about Commodities and Supercycles
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.
45 minutes | Oct 5, 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.
64 minutes | Sep 10, 2021
What about Bob: Current Events with Bob Seidenschwarz
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.
34 minutes | Aug 27, 2021
For Watt It’s Worth: A Conversation about Electric Vehicles
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.
49 minutes | Jul 15, 2021
Marcy Allen - Missoula Community Foundation
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
43 minutes | Jul 1, 2021
The One about Labor Markets
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.
55 minutes | Jun 18, 2021
All Things Crypto
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.
47 minutes | Jun 4, 2021
Under (Inflationary) Pressure with Professor Michael Klein
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/
53 minutes | May 20, 2021
Adjusted for Inflation
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. https://www.bls.gov/cpi/
39 minutes | May 5, 2021
Israeli Deputy Consul General Matan Zamir
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
50 minutes | Apr 22, 2021
Passion and Purpose- An Interview with Rene Nazelrod
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/
54 minutes | Apr 7, 2021
Trouble in the Suez
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.
58 minutes | Mar 24, 2021
Down The Oil Well With Tony Kenck
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
46 minutes | Mar 10, 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
36 minutes | Feb 24, 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
29 minutes | Feb 10, 2021
A Socially Distanced Super Bowl
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
33 minutes | Jan 27, 2021
The One About Bubbles
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
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