Long Thoughts Podcast

The Long Thoughts Podcast is financial markets focused podcast brought to you from Missoula Montana. We discuss current events and our thoughts on how they relate to the financial markets. See our disclosures here - https://www.sglongfinancial.com/disclosures

Special Guest: Jeffrey Michael 11/18/2024

Special Guest: Jeffrey Michael 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. /episode/index/show/sglongthoughts/id/33982597

Q3 Market Recap 10/15/2024

Q3 Market Recap 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. /episode/index/show/sglongthoughts/id/33474807

The Energy Equation 09/24/2024

The Energy Equation 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 they see the space shaping going forward. /episode/index/show/sglongthoughts/id/33191377

Profile of a SG Long Financial Intern: PT 2 08/20/2024

Profile of a SG Long Financial Intern: PT 2 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. /episode/index/show/sglongthoughts/id/32660342

Profile of a SG Long Financial Intern: PT 1 07/19/2024

Profile of a SG Long Financial Intern: PT 1 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/ /episode/index/show/sglongthoughts/id/32220002

Return of the Memes 06/20/2024

Return of the Memes 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. /episode/index/show/sglongthoughts/id/31825547

How Energy Flows Into The Future 04/09/2024

How Energy Flows Into The Future 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. /episode/index/show/sglongthoughts/id/30754668

Market and Momentum 03/11/2024

Market and Momentum 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/ /episode/index/show/sglongthoughts/id/30323733

Regenerative Agriculture with Cory Miller 02/08/2024

Regenerative Agriculture with Cory Miller 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/ /episode/index/show/sglongthoughts/id/29859388

2024 A Look Ahead 01/10/2024

2024 A Look Ahead 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. /episode/index/show/sglongthoughts/id/29427963

2023 A Year in Review 12/15/2023

2023 A Year in Review 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 /episode/index/show/sglongthoughts/id/29097018

Energy Update with Jennifer Warren 11/13/2023

Energy Update with Jennifer Warren 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 market in the U.S. and globally. https://www.sglongfinancial.com/ /episode/index/show/sglongthoughts/id/28615748

Special Guest Kathleen Stephens former Ambassador to South Korea 10/10/2023

Special Guest Kathleen Stephens former Ambassador to South Korea October 10th, 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. Plus much more. Korea Economic Institute of America - https://keia.org/ /episode/index/show/sglongthoughts/id/28278152

AI: Round 2 09/20/2023

AI: Round 2 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/ /episode/index/show/sglongthoughts/id/28094996

Fitch Downgrades U.S. Credit Quality: What Does it Mean? 08/16/2023

Fitch Downgrades U.S. Credit Quality: What Does it Mean? 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. /episode/index/show/sglongthoughts/id/27773295

AI: Rise of the Machines 07/13/2023

AI: Rise of the Machines 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 race. /episode/index/show/sglongthoughts/id/27457158

Management Styles with Special Guest Retired US Air Force Brigadier General Dale Stovall 03/01/2023

Management Styles with Special Guest Retired US Air Force Brigadier General Dale Stovall 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 /episode/index/show/sglongthoughts/id/26094915

2023 Market Drivers 02/10/2023

2023 Market Drivers 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. /episode/index/show/sglongthoughts/id/25892589

Current Events in China With Tiff Roberts 11/29/2022

Current Events in China With Tiff Roberts 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: /episode/index/show/sglongthoughts/id/25162674

Setting the Standard with Special Guest Former Navy SEAL Jimmy Graham 09/20/2022

Setting the Standard with Special Guest Former Navy SEAL Jimmy Graham 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. Some highlights from the episode include: (00:55) - Bio of our guest Jimmy Graham and his company Able Shepard (07:50) - Business Lessons and what Jimmy learned from his time in the Seal Teams (16:30) – Leadership and “sharpening your saw” (40:50) – Finding and developing relationships with mentors /episode/index/show/sglongthoughts/id/24430860

Markets and Recessions 08/25/2022

Markets and Recessions 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 . /episode/index/show/sglongthoughts/id/24168945

State of the US Consumer 06/17/2022

State of the US Consumer 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/index/show/sglongthoughts/id/23463749

2022 Mid-year Market Outlook 06/03/2022

2022 Mid-year Market Outlook 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/index/show/sglongthoughts/id/23318993

The US and Energy Independence 03/18/2022

The US and Energy Independence 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: /episode/index/show/sglongthoughts/id/22493366

Sanctions and their Economic Impact 03/07/2022

Sanctions and their Economic Impact 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/index/show/sglongthoughts/id/22368950

The Cutting Edge with Montana Knife Co’s Josh Smith 02/17/2022

The Cutting Edge with Montana Knife Co’s Josh Smith 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: Josh Smith Knives: /episode/index/show/sglongthoughts/id/22173608

2022 Market Outlook 01/12/2022

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. /episode/index/show/sglongthoughts/id/21757634

Special Guest Wayne Merrick 12/16/2021

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. /episode/index/show/sglongthoughts/id/21511178

Special Guest Marria Hegel 12/07/2021

Special Guest Marria Hegel On Today’s episode Zach and Rob are joined by Marria Hegel, owner of Montana Medical Research, to discuss the clinical trial process for medical research. /episode/index/show/sglongthoughts/id/21405785

The Goods Must Flow: A Conversation about Commodities and Supercycles 11/04/2021

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. /episode/index/show/sglongthoughts/id/21056210

Long Thoughts Podcast

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