10 episodes

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.

Evergreen Exchange Evergreen Gavekal

    • Business
    • 5.0 • 4 Ratings

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.

    What does good vaccine news mean for markets?

    What does good vaccine news mean for markets?

    COFFEE WITH EVERGREEN: In this episode, Jeff Otis talks with Tyler Hay and Jeff Dicks, discussing their reactions to the recent vaccine news from Pfizer and Moderna. This 10-minute chat will answer the following questions:


    How is the vaccine news impacting markets?
    What risks are still out there that investors should be monitoring?
    What opportunities do you see emerging ahead?

    As always, thanks for listening!

    Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

    • 12 min
    How should investors think about the 2020 U.S. election?

    How should investors think about the 2020 U.S. election?

    The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. Today, Senior Wealth Consultant and Partner, Jeff Otis, interviews Evergreen investment committee members Louis Gave and Jeff Eulberg to get their takes on last night's events.

    Louis and Jeff weigh in on the following questions:


    What is your take on the behavior of the market this morning?
    If Biden is elected with a split congress, what are the investment implications? If the odds swing and Trump wins, what would the investment implications be then?
    What underrated investment opportunities should people be following?

    Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

    • 28 min
    What Does a Biden Tax Plan Mean for You?

    What Does a Biden Tax Plan Mean for You?

    The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, Katie Vercio, interviews Evergreen's Managing Directors of Wealth Management and Tax, Jeff Eulberg and Kelly Sterling, on the potential impacts of a Biden tax plan on wealthy individuals and small businesses.

    Thanks for tuning in and we hope you enjoy the listen!



    Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

    Any accounting, business or tax advice contained in this communication is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Evergreen Sterling Kuder would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

    • 29 min
    Market Message | October 2020

    Market Message | October 2020

    The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Evergreen's Director of Investments, Jeff Dicks to recap 2020 and discuss what we believe may lie ahead and how investors can prepare. 

    Thanks for tuning in and we hope you enjoy the listen!

    DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. While Evergreen does our best to benefit our clients from a tax perspective, we are in no way tax professionals. Any specific tax related questions should be directed to your CPA. 

    • 51 min
    Smart Estate Planning: Probate

    Smart Estate Planning: Probate

    The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Washington Estate Planning Attorney, Katie Ludwick, on the topic of "probate". Jeff is a Senior Wealth Consultant and Partner, working out of Evergreen's Bellevue office and Katie practices just down the street at Ludwick Law Group, P.S. 

    In this episode, Katie provides an overview of the probate process, as well as advice to potentially save time and money! You can reach her at KLudwick@ludwicklaw.com or reach Jeff at jotis@evergreengavekal.com.

    Thanks for tuning in and we hope you enjoy the listen!



    DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. While Evergreen does our best to benefit our clients from a tax perspective, we are in no way tax professionals. Any specific tax related questions should be directed to your CPA. The statements and opinions of Ludwick Law Group P.S.'s statements are their own.. Evergreen does not have a formal relationship with Ludwick Law Group P.S. Neither Ludwick Law Group P.S. nor Evergreen receive any compensation for recommending or referring clients.  Evergreen recommends providers based on its own experiences and feedback from clients. However, Evergreen is not responsible for the services provided by outside parties. Viewing this webinar does not create a client relationship with either Evergreen Gavekal or Ludwick Law Group, P.S., and any communications to either entity are not privileged absent a formal client relationship signed in writing between you and the entity.

    • 49 min
    Episode 5 - Cannaboom or Cannabust?

    Episode 5 - Cannaboom or Cannabust?

    If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked? How has legalization affected access for minors? What are the consequences we can expect to see from vaping? This episode will attempt to answer your most burning questions about the future of cannabis and investments in the space.

    Evergreen CEO, Tyler Hay interviews Josh Rosen, CEO of 4Front Ventures. 4Front is a US cannabis investment company, traded on the CSE and OTC markets. Rosen's background was as a equity analyst and portfolio manager at Credit Suisse before he started in private equity and eventually focused in on cannabis investments.

    DISCLOSURE: Some employees and clients of Evergreen have an ownership interest in 4Front Ventures as of the date of this podcast.  This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities.

    • 54 min

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