Long Thoughts Podcast Rob Richardson
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- Wirtschaft
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
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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.
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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.
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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.
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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.
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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 -
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/