Trading Perspectives: An Economic Podcast

John Norris
  • 4.6 (72)
  • Investing
  • Updated Weekly

In this podcast, John Norris shares perspectives on market commentary and current events. Trading Perspectives can be found on Apple Podcasts, Spotify, Google Play, Youtube and all other major podcast outlets. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned by Oakworth Capital Bank, member FDIC, Equal Housing Lender. Investment products and services offered via Oakworth Asset Management, LLC are independent of the products and services offered by Oakworth Capital Bank and are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. The information, opinions, comments, statements, views or recommendations expressed should not be considered professional, tax or legal advice; or as an offer to buy or sell or to make or consider any investment or course of action. https://www.oakworth.com/ tradingperspectives@oakworth.com 📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee

  1. 4d ago

    The Evolution of the American Dream

    Homeownership, financial security and a better life for future generations have long defined the American Dream. But are those goals becoming harder to reach? What was the American Dream to previous generations? Were they able to achieve this?  What is the American Dream for/to today's younger generations? Are they able to achieve this?  What are some of the major difference between previous definitions of the American Dream and today's?    What is keeping young people from achieving the American Dream? Is it imagined or reality?    What, if anything, can be done to ensure the potential for the American Dream is available to everyone?   In this week's Trading Perspectives, John Norris and Chris Cooper discuss the growing gap between expectations and reality for younger Americans, what's contributing to the shift and whether the American Dream remains within reach.

  2. Aug 18

    The Normalization of Debt Isn't Normal

    Debt has become so embedded and normalized, even encouraged, that people aren't just taking loans for big things anymore. They are financing everything because they can.  Having credit card balances while still spending normally has become the norm.  In the age of influencers on social media, people feel pressure to own certain things, live a certain lifestyle.  Are we using debt as an effective tool or has it become a parasitic dependency?  When did debt become as commonplace as it is? Has it always been this way or was there a watershed event?  Are this explosion in debt and upside down household balance sheets the new normal? Is it even sustainable?  In this week's Trading Perspectives, Sam Clement and John Norris discuss how debt became a way of life for so many Americans, what's driving the trend and whether our growing reliance on borrowing is ultimately sustainable.

  3. Aug 3

    The AI Gold Rush: How Data Centers Could Reshape the Economy

    Investment in new technologies and the necessary infrastructure to support them is helping to fuel the economy. Is this a good or bad long-term development?  Why are so many businesses building data centers?  Why is electricity, not chips, becoming the biggest constraint?  Who really wins economically: utilities, construction, industrials, regional economies, tech tycoons, or someone else?  What is the environmental impact of data centers?  In this week's Trading Perspectives, Sam Clement and John Norris discuss the AI-driven data center boom, its impact on energy demand and economic development and what it could mean for the future.

  4. Jul 22

    Housing Affordability? Yeah, right.

    The housing market has been relatively depressed. However, a new home seems to be out of the reach for many Americans.   Higher interest rates have been an impediment to the housing market, as they make monthly mortgage payments that much more expensive. The inventory of lower-priced or entry level homes isn't great enough for the demand, arguably keeping prices higher. The old real estate agents' mantra holds true: "location, location, location." Between economic conditions and local laws, the housing market can be very localized. What impact will reduced levels of immigration ultimately have on the housing market? On rents in general? What impact will the lack of housing affordability have on longer-term wealth creation?

  5. Jul 2

    Is the Iran Conflict Old News?

    Have investors moved on from the conflict in Iran? What would it take for it to matter again? Have markets already priced out the Iran risk? What has the market's reaction taught us about investor psychology? What would force investors to pay attention again? Are markets being complacent or correctly assessing the risks? Has the "buy the dip" mentality become so entrenched that geopolitical shocks no longer scare investors? What is the biggest takeaway from the conflict for investors? In this week's Trading Perspectives, Sam Clement and John Norris discuss why investors have largely looked past the Iran conflict, how markets have responded to geopolitical uncertainty, and what it would take for the conflict to meaningfully affect the economy and financial markets.

  6. Jun 23

    Is the World Cup Really Good for the Economy?

    The World Cup is a massive global undertaking every 4 years. Is it really worth it?    The World Cup will bring fans in from all over the globe. What do you think will impress them the most, both good and bad? The prices for World Cup tickets, especially for 'key games and/or games,' is objectively high. Is the most popular sport in the world available only to the rich?   Economic consultants estimate the tournament could generate billions in economic activity. How reliable are some of the more optimistic predictions? The World Cup might be great for host cities, but how much will it impact the rest of the United States? Will the average Joe in Fargo benefit? Who will ultimately win, and how well will the Americans do? In this week's Trading Perspectives, Sam Clement and John Norris discuss the economic implications of the 2026 FIFA World Cup, including its effects on host cities, local businesses, tourism and the broader U.S. economy.

  7. Jun 23

    Can You Spell AI Without B-U-B-B-L-E?

    There are some similarities to the 'dot.com' bubble of the late 1990s. However, there are some significant differences too.   U.S. businesses have spent a lot of money on AI, and will need to see some form of return on this investment. What and when will this be?   Is the sector expanding too much and too rapidly? How much longer can the economy continue to engender/foster/finance this growth?  What will the eventual 'endgame' look like as it pertains to investing in AI?    Are we in a bubble or not? Or is it not that easy?  In this week's Trading Perspectives, Sam Clement and John Norris discuss the massive amount of investment in Artificial Intelligence and whether this has led to a bubble in the asset class.

  8. Mar 6

    Will Europe Ever Be Europe, Again?

    In economic and military terms, Europe, as a whole, has had a pretty tough go of it since the Financial Crisis of 2008. While still a major player in global affairs, the data suggests it might not carry the same weight it did previously. From essentially being equal partners with the U.S., in many ways, it now seems to have taken a lessor role. How did this happen? Was it economic? Demographic? A differing opinion on what were once 'shared values' with the United States? A decline in overall military strength? Or some combination? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent struggles Europe has had in maintaining its historical importance in global affairs.

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About

In this podcast, John Norris shares perspectives on market commentary and current events. Trading Perspectives can be found on Apple Podcasts, Spotify, Google Play, Youtube and all other major podcast outlets. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned by Oakworth Capital Bank, member FDIC, Equal Housing Lender. Investment products and services offered via Oakworth Asset Management, LLC are independent of the products and services offered by Oakworth Capital Bank and are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. The information, opinions, comments, statements, views or recommendations expressed should not be considered professional, tax or legal advice; or as an offer to buy or sell or to make or consider any investment or course of action. https://www.oakworth.com/ tradingperspectives@oakworth.com 📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee

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