100 episodes

In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Economist, John Norris along with Sam Clement, Associate Managing Director.

https://www.oakworth.com/
tradingperspectives@oakworthcapital.com

Trading Perspectives: An Economic Podcast John Norris

    • Business
    • 4.6 • 71 Ratings

In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Economist, John Norris along with Sam Clement, Associate Managing Director.

https://www.oakworth.com/
tradingperspectives@oakworthcapital.com

    China Has Peaked

    China Has Peaked

    The collapse in the real estate market in China, and subsequent banking crisis, haven’t attracted much media attention in the United States. However, it is a very real story to the average Chinese citizen and that country’s prospects for economic growth moving forward. Simply put, the incredible erosion of wealth due to falling housing prices will constrain consumer spending and investment for the foreseeable future. Numerous private sector bank failures will leave Beijing even more in control of the financial system. As a result, what the central government doesn’t outright own it can control through the access to credit. This will undoubted curtail innovation and entrepreneurialism. While China can continue to grow and remain a threat to the United States, its growth rates have peaked, probably permanently. What will that mean as the Chinese Communist Party tries to cling to power?  
     
    In this week’s Trading Perspectives, Sam Clement and John Norris discuss the ongoing real estate and banking crises in China, and how it will likely impact the global economy? Why is this such a secret?  

    • 22 min
    NATO? I Barely Knew You

    NATO? I Barely Knew You

    What if NATO held a conference in Washington and nobody paid any attention? As far as most Americans are concerned, that is exactly what happened this past week. Regardless of the general public’s disinterest, NATO remains the United States’ primarily military alliance and commitment. Further, NATO obligates the U.S. to potentially fight and die for countries many Americans couldn’t find on a map. So, why don’t we care more than we do?
     
    In this week’s Trading Perspectives, Sam Clement and John Norris discuss NATO and our nation’s general apathy towards that organization. Are there any generational differences in opinion since John grew up during the Cold War and Sam didn’t?

    • 23 min
    The Elephant In the Room

    The Elephant In the Room

    The recent U.S. Presidential debate has been a topic of discussion since one minute after it began. Is the current President capable of serving out another term? Is the former President capable of keeping his ego in check to run the country without malice? What does this do for the election? What does this mean for the perception of American power around the world? Will widespread concern about Joe Biden’s effort result in a new Democratic candidate?
     
    In this week’s Trading Perspectives, Sam Clement and John Norris have a frank discussion about the debate, and try to determine to a probable case scenario for November’s election and what that means for 2025.

    • 28 min
    In Some Places, the More Things Change the More They Don’t.

    In Some Places, the More Things Change the More They Don’t.

    With China as the most notable exception, the world’s richest countries 25 years ago are still largely the richest. Similarly, the world’s poorest countries at the start of the century are still at the bottom of the list. The same could be said for U.S. states. Why is this? Why do some countries and economies continue to thrive and others languish? Why do some have spurts of growth before petering out? How do some economies without any natural resources perform so well while others with an abundance dramatically underperform? Why are the disparities a constant? Why do some areas embrace change and others don’t? After all, change is necessary for inclusive, sustainable growth.
     
    In this week’s Trading Perspectives, Sam Clement and John Norris discuss why rich countries seem to stay rich and poor countries remain poor. Is there a magic formula for success? And what is the anchor holding people back

    • 27 min
    The G7, Giorgia Meloni and the Rest of the Lot

    The G7, Giorgia Meloni and the Rest of the Lot

    Recently, the G7 held its annual meeting in Italy. In the past, this gathering got a lot of media attention. Recently, it hasn’t, and this year was no exception. After all, the only leader of the group who is certain to be at next year’s event is Italy’s Giorgia Meloni. As a result, some have called the meeting “Meloni & the 6 Lame Ducks.” This relative weakness from the developed, western world’s leaders comes at an inopportune time. The Global South, led by China, is increasingly flexing its geopolitical strength, which could bode poorly for the existing world order. What does this mean for the US and the West’s existing world order? Could it suffer due to the current lack of leadership?
    In this week’s Trading Perspectives, Sam Clement and John Norris discuss the recent G7 Summit, the West’s current relative weakness and the Global South’s rising importance.

    • 23 min
    Elon's Big Payday

    Elon's Big Payday

    With the news surrounding Elon Musk’s potential $50+ billion pay package from Tesla, people are again focusing on CEO pay in general. Should these people be making THAT much money? While the headline numbers are truly mindboggling, is there more to it than meets the eye? Is there a difference between income and wealth creation when analyzing an executive’s true value to a company? Further, do shareholders really care if the company is making them money? Finally, do we really want the government to determine how much people should be allowed to make in the private sector?
    In this week’s Trading Perspective’s, Sam Clement and John Norris discuss CEO pay and whether it is truly as unconscionable as it may seem. However, is anybody really “worth” that much money?

    • 24 min

Customer Reviews

4.6 out of 5
71 Ratings

71 Ratings

Crump10 ,

Serious subjects with realism of the people

I enjoy the give and take of perspectives in your podcast. I laughed out loud when Courtney “got squirreled” on her Corp greed share. Your podcast is thought provoking and I look forward to it every week. You three hit it right out of the park every time, thank you!

mcintyre8701 ,

Great content

Great show great content

BEZZER 36 ,

Very Timely!

You are 100% on target! This part of Florida did not meet the tough building codes that Florida has in the Miami area. It wasn’t until after 2000 (I think 2006)that the stringent hurricane standards were met throughout the Panhandle. This means that any new construction in Mexico Beach will require more expensive materials thus increasing the total property value.

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