Advertise on podcast: Trading Perspectives: An Economic Podcast

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★★★★★

4.6

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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 Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *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/ [email protected] 📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee

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Maduro Is Gone. Now What?

2026/01/12

The U.S. military recently arrested Venezuelan President Nicholas Maduro on a slew of drug-related issues. However, was Washington's goal really Maduro? Or was it access to Venezuela's massive oil reserves? Also, what message does this recent action send to other international leaders? And, finally, what is the ultimate definition of success for the United States in this instance? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent abduction of Nicholas Maduro, and what it might mean for geopolitics.

Why EVs Might Not Be Easy

2025/12/19

This week, a major American automaker announced a significant write-down on its investments in electric vehicles (EVs). Does this mean the company overinvested or simply invested too early? Are American consumers fundamentally resistant to EVs? Or have various governments pushed EVs faster than the sector, market and infrastructure can truly support? In this week's Trading Perspectives, Sam Clement and John Norris discuss the current turmoil in the domestic EV sector and make some predictions about what the future may hold.

Does the Definition of Poverty Need to Change?

2025/12/03

It seems an increasing number of Americans are finding it harder to see "the light at the end of their financial tunnel." Everything costs more, and the necessities of life have increased in number. It seems the cost of living is rising faster than the cost of living it up. Everything from housing to childcare to the electric bill is taking a bigger chunk out of the household budget. This begs the question: is it time to redefine what poverty means in the United States? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent struggles many Americans are having. Is there any hope for improvement? Or do we need to redefine what success looks like?

What Jobs Will AI Target First?

2025/11/21

Few would debate the potential that AI has to upset the labor markets. However, people seem to have different ideas about which jobs AI will eliminate first, and which jobs are safe for now. So, which are truly at risk — and which aren't? Further, what can workers do to protect themselves from AI-related job cuts? In this episode of Trading Perspectives, Sam Clement and John Norris discuss the impact AI will have on the labor markets.

What Do Recent Election Results Really Mean?

2025/11/14

Recent polls suggest younger Americans are less inclined to believe in the so-called American Dream and the benefits of capitalism. But why? Especially when so many non-Americans still do? Could it be social media has skewed what the American Dream really is? Or is there truly a generational difference in the appeal of economic systems like socialism, communism and capitalism? Finally, what is the likelihood greater governmental involvement in the economy will produce the results some politicians have been promising? In this week's Trading Perspectives, Sam Clement and John Norris walk a proverbial tightrope while discussing what the recent election results really mean.

When Are the Manufacturing Jobs Coming Back?

2025/11/06

A lot of folks seem to believe that the recent tariffs will drive a lot of manufacturing jobs back to the United States. However, the decline of the traditional "blue-collar workforce" in the United States has been decades in the making. Will the imposition of a new tax be the magic bullet to reverse this trend? Does the U.S. even want many of these manufacturing jobs back? Further, why do politicians put such an emphasis on factory jobs when it comes to job creation? Are all jobs good jobs? In this week's Trading Perspectives, Sam Clement and John Norris discuss the future of manufacturing and manufacturing employment in the United States. Is the future bright, dark or still a little cloudy?

The Non-Diversified U.S. Stock Market?

2025/10/31

It is no secret technology stocks have been a driving force in domestic stocks. However, their continued rally has led to the overall sector becoming a huge chunk of the market, and therefore the market's return. How has the happened? Is the concentration to tech stocks truly indicative of the overall diversification of the US economy? Has this sort of lack of diversification ever happened previously? What might this mean for the future of the domestic stock market? In this week's Trading Perspectives, Sam Clement and John Norris discuss how so-called tech stocks have become the dominant force behind the US markets. It has been a wild, and mostly fun, ride. But will it continue?

The Truth About the U.S. Consumer

2025/10/14

With the government currently shutdown, investors are struggling to determine the true health of the U.S. economy. Key among the concerns is the strength of the U.S. consumer. As the old saying goes: "how goes the U.S. consumer is how goes the U.S. economy." So, have tariffs impacted the price of goods or consumer behavior? What is the U.S. consumer buying? If the focus on 'need to have' goods and services or 'nice to have'? How are companies getting tired consumers to their stores and websites? Finally, what impact will AI have on consumer spending in the future? In this week's Trading Perspectives, Sam Clement and John Norris discuss the current consumer market, and attempt to answer any questions about the strength of the U.S. consumer.

What Does a Government Shut Down Mean?

2025/10/03

This week, the Federal government officially ceased all "non-essential" activities. Unfortunately, this was widely anticipated due to differences of opinion in healthcare spending on Capitol Hill. However, what it all means for the average American isn't completely clear. People want to know: What is a government shutdown and what is it not? What or how have we gotten to this point? What is the practical impact on day-to-day economic activity? What are the long-term ramifications? What is the likelihood this will happen again? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent government shutdown, its potential causes and possible outcomes.

The Fed Finally Cut Rates! Now What?

2025/09/26

On September 17th, 2025, the Federal Reserve cut the target overnight lending rate between member banks. This was as expected. However, it seems not everyone is completely clear on what it means. So…. What is a Fed rate cut and what is it not? What had the investment markets been waiting for the Fed to cut? What might this mean for mortgage rates? Or for consumer debt? Finally, how will this impact corporate America? In this week's Trading Perspectives, Sam Clement and John Norris give a little class on Fed Rate Cuts 101, and discuss some of the potential ramifications of this most recent one.

Is the Truth Behind the Economic Noise Just More Noise?

2025/08/15

What does it mean when the Fed meets and doesn't do anything? When the Bureau of Economic Analysis says the economy grew 3.0% when it really didn't? When the Bureau of Labor Statistics announces the labor markets are stronger than anyone believes they really are? When all official measures of inflation don't seem to reflect the consumer's reality? Essentially, what is the truth behind the headlines and all of the noise? In this week's Trading Perspectives, Sam Clement and John Norris dissect a busy week of economic releases, earnings announcements and Fed meetings, and try to make sense of it all.

City to Political Establishment: Drop Dead

2025/06/26

This week, Democratic voters in New York elected Zohran Mamdani to be their candidate for the mayoral election in November. Perhaps not surprisingly, the 33-year old's popularity with the younger generations helped to catapult to victory. However, his political platform and campaign processes are giving the traditional elites the fits. Rent freezes? Free public transportation. Free childcare? Government-run grocery stores? Higher taxes for corporations and the so-called 1%? A $30/hour minimum wage? Regulating delivery apps? It is very aggressive and more than a little bit idealistic. The question remains: why do these economically questionable positions appeal to younger voters? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent mayoral primaries in New York, and analyze the winner's appeal to younger voters. The title is an allusion to a famous headline in New York during the Ford Administration….when Gerald Ford essentially blocked a financial bailout for the city.

The Federal Reserve and Its Wet Blanket

2025/06/20

This week, the Federal Open Market Committee met, and didn't cut the overnight rate. This even though its economic projections were far from robust. Somewhat frustratingly, the Fed reported it thinks the long-term growth rate for the US economy is around 1.8%. This is well less than the historical average, and would cause our deficit to balloon even more than forecast. Further, the President's tariff wars appear to have the Fed spooked, as it now thinks inflation will hit 3.0% by the end of the year. All told, the Fed meeting this week was something of a downer. In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent Fed meeting and how no one should be fired up about it.

Is Everyone Nero These Days?

2025/06/12

Legend has it the Roman Emperor Nero played his fiddle while Rome burned down around him. These days, domestic investors keep throwing money into the financial markets despite troubling headlines both here and abroad. But why is the American investing public apparently ignoring the world around it? Is it a change in risk tolerance? Easier access to retail investment products? Recent past performance? Does the money simply have to go somewhere? Or are we fiddling while the world burns down around us? On this week's Trading Perspectives, Sam Clement and John Norris discuss the recent curious rally in the US stock market and the potential causes for it.

To OBBB or Not OBBB, That is the Question

2025/06/05

The Administration's One Big Beautiful Bill (OBBB) has had caused a lot of wringing of hands and gnashing of teeth. How are we going to pay for all of these tax cuts? Where have the tax credits gone? What do you mean the states can't regulate Artificial Intelligence? However, the hullabaloo misses the point: without a meaningful pickup in economic activity and reduction in Federal expenditures, there is no hope to get the budget deficits under control. Is there anything to be done? Interestingly enough, perhaps. In this week's Trading Perspectives, Sam Clement and John Norris discuss the OBBB and what it means for the US.

Podcast reviews

Read Trading Perspectives: An Economic Podcast podcast reviews

4.6 out of 5

72 reviews

★★★★★

Crump10 2022/07/18

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 ...

★★★★★

mcintyre8701 2021/09/23

Great content

Great show great content

★★★★★

BEZZER 36 2018/10/17

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 t...

★★☆☆☆

Great podcast; problematic fee 2020/12/31

Disappointing

Really disappointed in your most recent podcast where you conflate COVID stimulus with the annual budget. If you want to be critical of items in the a...

★★★★★

John Norris Fan 2018/08/23

Awesome show!

Very informative and the hosts are highly educated in economics. I definitely enjoy listening!

★★★★★

Oakworth Fan 2018/08/20

Fan

Topical and conversational

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