Long Thoughts Podcast

Rob Richardson
  • 5.0 (12)
  • INVESTING

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

  1. 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.

    41 min
  2. 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.

    32 min
  3. 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.

    52 min
  4. 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.

    36 min
  5. 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/

    37 min
  6. 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.

    46 min
  7. 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.

    42 min
  8. 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/

    42 min
See All (48)

Ratings & Reviews

5
out of 5
12 Ratings

About

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

Information

  • Creator
    Rob Richardson
  • Years Active
    2020 - 2024
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © SG Long Financial 2020
  • Show Website
    Long Thoughts Podcast