Trading Perspectives Podcast

Episode 64 of the Trading Perspectives Podcast

November 12, 2019, by Sara McPherson

Longer-Term Interest Rates Longer-term interest rates have been going up, and that is a good thing? John and Sam discuss how lower rates were supposedly the cure for what ails us earlier in the year, and how that has changed in November. Perhaps there is some truth to the argument: “higher long-term interest rates are bad for asset prices except for when they aren’t.” They aren’t, or haven’t been, recently.  But why?      ...

Read More : Episode 64 of the Trading Perspectives Podcast - Full Article

Episode 62 of Trading Perspectives Podcast

October 28, 2019, by Sara McPherson

High Income and Corporate Taxes This week, John and Sam focus on the importance of taxation in order to boost economic growth and alleviate poverty.  Dr. Abhijit Banerjee, a professor at MIT, was recently featured in a Bloomberg article in which he states that taxing the rich and large corporations is the only way to alleviate poverty.    Although taxation is important to economic growth, high tax rates don’t ensure a strong economy.  So, what is...

Read More : Episode 62 of Trading Perspectives Podcast - Full Article

Episode 61 of Trading Perspectives Podcast

October 21, 2019, by Sara McPherson

The Shift in Consumer Values There is no doubt that consumer buying patterns are evolving, but after driving by 2 fine jewelers that are going out of business, John and Sam notice that people are shifting away from luxurious goods.  From fine china and silver platters, watches, and even beer, people are interested in more practical goods.  People are finding value in the product itself not in the marketing fluff.  Are these changes in consumer...

Read More : Episode 61 of Trading Perspectives Podcast - Full Article

Episode 60 of Trading Perspectives Podcast

October 15, 2019, by Sara McPherson

Repo Market Stress This week John and Sam explain the Repo Market.  With the rarely mentioned Repo market showing signs of stress, and the Federal Reserve being forced to pump more cash into the market, is the Fed losing control of monetary policy? Is the national debt maybe a bigger issue than we previously thought?       Listen here:  http://tradingperspectives.libsyn.com/ Don’t have an iOS device?  We are also available on most major podcast outlets, including...

Read More : Episode 60 of Trading Perspectives Podcast - Full Article

Episode 59 of Trading Perspectives Podcast

October 7, 2019, by Sara McPherson

Fair Pay to Play Act Last week, California signed the Fair Pay to Play Act into law, a bill permitting college athletes in the state to hire agents and be paid for endorsements.  The law is scheduled to take effect in 2023.  If passed, how could it effect smaller programs? Will this law draw all the most talented athletes to California state schools, in turn forcing other athletic programs to pass similar laws to stay...

Read More : Episode 59 of Trading Perspectives Podcast - Full Article

Episode 58 of Trading Perspectives Podcast

September 30, 2019, by Sara McPherson

The Socially Conscious Investor With Juul gaining more notoriety as of late, John and Sam discuss what it would take for companies to change their core businesses.  Will investors be willing to carve companies like Altria, one of Juul's major investors, out of their portfolios?  If the S&P would return 8% with those types of companies in it, or only 7% without it, would a majority of people be willing to sacrifice their returns?  ...

Read More : Episode 58 of Trading Perspectives Podcast - Full Article

Episode 57 of Trading Perspectives Podcast

September 23, 2019, by Sara McPherson

Drone Attack on Saudi Arabian Oil Fields Last week 8 drones attacked the Aramco oil fields in Saudi Arabia, ultimately causing increased tensions in the middle east.   The attacks took out 50% of Saudi Arabia’s oil production and 5% of the worlds global output.  Crude oil, which is used for more than just gasoline, remains a controversial topic in the US as many American’s want to stop oil production in the US altogether.  What do...

Read More : Episode 57 of Trading Perspectives Podcast - Full Article

Episode 56 of Trading Perspectives Podcast

September 16, 2019, by Sara McPherson

Climate Change There has been something strange about recent weather patterns.  Temperatures have been unusually high, even for those of us accustomed to them. It’s not surprising when you consider 7.7 billion people, requiring food to eat, water to drink, clothes and shoes to wear, and a dry place to put their head a night, will consume a lot of natural resources around the global, ultimately putting some level of stress on the environment. What...

Read More : Episode 56 of Trading Perspectives Podcast - Full Article

Episode 55 of Trading Perspectives Podcast

September 9, 2019, by Sara McPherson

Negative Interest Rates in the United States Last week, former chairman of the Federal Reserve, Alan Greenspan, said that it’s only a matter of time before negative interest rates spread to the United States.  In this episode of Trading Perspectives John and Sam talk about why much of Europe has negative interest rates and what would need to change for that to happen here. If American risk tolerance were to change, could the US sustain...

Read More : Episode 55 of Trading Perspectives Podcast - Full Article

Episode 54 of Trading Perspectives Podcast

September 3, 2019, by Sara McPherson

The American Empire Throughout history, empires have come and gone, but they have all had some common characteristics. The American empire is a little different. This week John and Sam discuss economic growth of countries and how the US empire works on a financial and economic basis. How does the US fit into Global GDP historically? What role has the United States played in this new period of accelerated growth and are we the cause or...

Read More : Episode 54 of Trading Perspectives Podcast - Full Article