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- 76 - Deep Dive: Concentration in U.S. Markets
In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia’s AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S&P 500, and how that stacks up globally. They compare and contrast each company, shedding light on key market sentiments and differentiators.
Fri, 27 Sep 2024 - 52min - 75 - Think Ahead: Expert Advice on Personal Audit Risk
In our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strategy. The conversation highlights risk management by sharing reasons why some ultra-high-net-worth families may get audited. The discussion then dives into effective tax planning strategies, such as implementing Spousal Lifetime Access Trusts (SLATs) in anticipation of the sunset of the Tax Cuts and Jobs Act (TCJA). This episode is a must-listen for anyone looking to optimize their tax strategies and avoid costly mistakes.
As always, thanks for listening! This podcast was recorded July 22, 2024.
Fri, 02 Aug 2024 - 25min - 74 - Think Ahead: The 2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa gets Co-CIOs, Jeff Dicks and David Hay, take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential election and anticipated falling interest rates, rising federal debt, and removing emotions from portfolio decisions, all in our new and more concise interview format.
Thu, 14 Mar 2024 - 24min - 73 - Think Ahead: Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives”, and goes more in-depth, using real-life examples of successes and challenges when those documents are put in force.
Some topics they cover:
· What are the key elements of an estate plan?
· What are advanced medical directives, and what are strategies for implementing them?
· Who should you choose to be agents of your estate?
· What are a few common mistakes to avoid if you have an estate plan in place?
· What role does my financial advisor play in my estate plan?
· What are the consequences if I never create an estate plan?
As always, thanks for listening!
Thu, 30 Nov 2023 - 18min - 72 - Coffee with Evergreen: Navigating the REIT Market
In this episode of Evergreen Exchange, Jeff Otis, Director of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real estate investment trusts.
Some topics they cover:
What is a REIT and what areas can it invest in? What does the difference between leases and actual occupancy indicate about the future of office real estate? How has financing worked in the market's favor thus far for office space? What impact may a significant pullback in CRE have on banks?As always, thank you for listening! This was published on October 12th, 2023.
Thu, 12 Oct 2023 - 23min - 71 - August Market Update
In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August.
Some topics they cover:
- 2023 has been an active year for the market. What are some highlights we've seen?
-From a macroeconomic perspective, what has been driving the market this year?
-How have bonds been performing in the current market, and what are some strategies we've employed their potential?
As always, thanks for listening! This episode was recorded on August 2nd, 2023.
Fri, 04 Aug 2023 - 18min - 70 - Future-ProofED: Navigating College Expenses and Planning for Success
In this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover:
College planning can be a large expense. What factors should you consider when planning for education? A few different types of accounts are used to set up college savings funds. What are the types of accounts? How should you choose which to use? Many factors should be considered when determining with which account(s) to fund future college plans. Loans, financial aid, current financial goals, and payment methods are all worth weighing as you move toward this next step.As always, thank you for listening! This episode was recorded on June 13, 2023.
Fri, 23 Jun 2023 - 17min - 69 - Breaking News on the Debt Ceiling
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the debt ceiling. The debt ceiling/limit restricts how much the federal government can borrow to pay its bill and how it can allocate funds for future investments. The debt limit has been raised or suspended numerous times to avoid a default by the US government on its debt. However, the US is getting close to reaching that borrowing limit, which, if it does, would be an unprecedented event. Some of the questions they look to answer are:
What are the implications if we do default on our debts? Who will see the impacts of these effects? Both parties have different conditions for raising the debt ceiling. What is the difference between them? What happens if a deal is not reached? Can hitting the debt ceiling be avoided without Congressional action? How is Evergreen preparing for this?As always, thank you for listening! This episode was recorded on May 26, 2023.
Fri, 26 May 2023 - 15min - 68 - April Market Update
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks.
Some topics they cover:
Should investors trust the recent rally? Why do credit spreads not seem to be pricing in a recession? Should investors move from floating- to fixed-rate debt? Which sectors do we think are most attractive in the near- and long-term?As always, thank you for listening!
Thu, 27 Apr 2023 - 12min - 67 - Should AI Be Regulated?
In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence (AI).
Some topics they cover:
What is "generative AI"? What industries may be most impacted by AI, and how will it change efficiency? What are the pros and cons of regulation? How has AI positively impacted the market so far?As always, thank you for listening!
Thu, 13 Apr 2023 - 13min - 66 - March Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent events in the banking industry.
Some topics they cover:
What events led up to the collapse of Silicon Valley Bank? What actions did the government take to reduce the risk of contagion and stabilize the banking industry? How are client accounts protected at brokerage houses in comparison to banks?As always, thank you for listening!
Tue, 28 Mar 2023 - 15min - 65 - Looking Ahead with Tyler Hay
For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our CEO, Tyler Hay and our Director of Private Wealth, Jeff Otis to discuss the economy and portfolio management.
Some questions they look to answer:
What economic trends could have a lasting impact on the economy? What are some portfolio management observations you would make in today’s investing environment? What should and shouldn’t investors be doing in today’s economy?As always, thank you for listening!
Thu, 02 Mar 2023 - 22min - 64 - 2022 Tax Filing Season
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season.
What life is like as a CPA this time of year? What are the updated laws on the Federal side? What are some common mistakes that individuals make on their taxes?
Some topics they cover:As always, thank you for listening!
Mon, 13 Feb 2023 - 18min - 63 - January Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to discuss the January Market Update.
Recap on recent recovery in the markets What risk remains? Anything the market seems to be missing? Bullish and bearish insights on returns
Some topics they cover:As always, thank you for listening!
Wed, 01 Feb 2023 - 19min - 62 - Public and Private Markets for 2023
In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of Public and Private markets in 2023.
This year’s outlook on publicly traded equities Our thoughts on real estate exposure and private investments Favorite investment opportunities in 2023
Some topics they cover:As always, thank you for listening!
Wed, 18 Jan 2023 - 26min - 61 - December Market Update
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update.
How should one go about tax harvesting? What should investors be paying attention to going into 2023? How are the markets looking as we wrap up the year?
Some topics they cover:As always, thank you for listening! This episode was recorded on December 20, 2022.
Wed, 21 Dec 2022 - 21min - 60 - Year-End Planning
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end.
Charitable Giving: What is the best way to gift? Retirement Planning: What should clients be considering? Tax Planning: What investors should be doing from a tax perspective.
Some topics they cover:As always, thank you for listening!
Tue, 06 Dec 2022 - 19min - 59 - Assessing Global Market Conditions
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets.
Some topics they cover:
China after the Party Congress. What are the political and investment implications? Thoughts on the U.S dollar, emerging markets, and energy? U.S. Mid-term Elections: What to be watching?As always, thank you for listening!
Wed, 09 Nov 2022 - 56min - 58 - October Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market update.
Some topics they cover:
What is currently driving markets? There have only been three years in history when both stocks and bonds have been down. What does this mean is happening in the bond market? What are some opportunities in both domestic and international equity markets?As always, thank you for listening! This episode was recorded on October 25, 2022.
Thu, 27 Oct 2022 - 37min - 57 - Special Needs Planning
In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.
Some topics they cover:
When meeting new families, what is the process to determine the resources available to individual families? What are the benefits that could be utilized for these families? What is a special needs trust, and when should it be used?As always, thank you for listening! This episode was recorded on October 7, 2022.
Wed, 12 Oct 2022 - 24min - 56 - Charitable Giving: More Than Just a Tax Break
In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.
Some topics they cover:
- Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving? What are essential questions to think about when considering charitable giving? What are the different funds/resources people can use?
As always, thank you for listening! This episode was recorded on September 13, 2022.
Thu, 15 Sep 2022 - 24min - 55 - August Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook.
Some topics they cover:
-Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in? Are we currently in a recession?
-What are we thinking about equity markets going forward?
-What is Evergreen Gavekal's near-term outlook on the market? How are we adjusting portfolios between now, year-end, and beyond?
As always, thank you for listening! This episode was recorded on 8/24/22.
Wed, 24 Aug 2022 - 29min - 54 - How to Plan for Market Volatility
In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile.
Some topics they cover:
How do we advise clients during times of volatility? Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients? What are some specific strategies we recommend when the market is down?As always, thank you for listening! This episode was recorded on 8/8/2022.
Wed, 10 Aug 2022 - 15min - 53 - July Market Update
In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022.
Some topics they cover:
What drove market performance in Q2 this year? Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward? What is our most favored segment of the bond market right now? Inflation is still on everyone's mind. Has anything changed with inflation expectations? What is our current general economic outlook?As always, thank you for listening! This episode was recorded on July 18, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 20 Jul 2022 - 21min - 52 - June Market Update
In this episode of Coffee with Evergreen, Partner Jeff Otis and Senior Analyst Gherman Howell give a quick update on the financial markets as of June 2022.
Below is a list of some topics they cover:
Is liquidating your portfolio a good idea? Given the current market conditions, what are some positive highlights we can see on the buying front? An overview of some sectors we are currently liking.As always, we hope you enjoy the episode! This episode was recorded June 21, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 22 Jun 2022 - 19min - 51 - What Does China’s Reopening Mean?
In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy.
Some questions they dive into are:
China is easing its COVID restrictions. What does this mean for the market? What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market? We've had a market rebound from recent lows; what should we expect in the near future?As always, we hope you enjoy the listen! This episode was recorded on June 6, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 08 Jun 2022 - 27min - 50 - May Market Update
In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook.
Some questions they explore are:
What are we seeing right now with inflation? Where do things stand with the Fed? Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession? What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this?As always, we hope you enjoy the listen! This episode was recorded on May 23, 2022.
Link to the chartbook: https://evergreengavekal.com/market-update-no-short-term-fed-pain-no-long-term-economic-gain/
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 25 May 2022 - 29min - 49 - Life in Transition: Estate Planning
Part 2: Estate Planning
In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:
If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you? How do you plan for the transfer of your estate to your spouse or other heirs? How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc. How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?As always, we hope you enjoy! This episode was recorded on April 22, 2022.
Tue, 03 May 2022 - 29min - 48 - April Market Update
In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022.
We have seen a recent recovery since last month. What is going on with markets? A recession seems to be on everyone's mind. What is Evergreen's stance on this? Is a recession in the near future? Currently, the tech sector is underperforming. What are our recommendations when sectors are underperforming? What areas of the market should be avoided?As always, we hope you enjoy the listen! This episode was recorded on April 18, 2022.
Wed, 20 Apr 2022 - 17min - 47 - March Market Update
In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on:
What is driving the market lower? And how could this turn around? How has Evergreen been reacting to the recent turmoil? “Buy Low, Sell High” is an obvious statement, but it’s easier said than done.As always, we hope you enjoy the listen! This episode was recorded on March 8th, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 10 Mar 2022 - 27min - 46 - Returning to the Russia/Ukraine Conflict
In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict:
What's changed in Ukraine? Why has Russia invaded Ukraine? What are the implications for China? How is China handling this in terms of trade? What is the impact on Europe and the US?As always, we hope you enjoy the episode! This episode was recorded on March 1, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 03 Mar 2022 - 34min - 45 - How Is the Russia/Ukraine Issue Affecting the US Markets?
In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy.
What impact can a Russian invasion have on financial markets? What does Russia gain by invading Ukraine? What are the political implications for the US with both Russia and China in this potential invasion?As always, we hope you enjoy the episode! This episode was recorded on February 14, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 18 Feb 2022 - 25min - 44 - The Inside Scoop at Evergreen
In this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen’s Regional Director of Oregon, on what it's like working at Evergreen.
How is Evergreen different than other firms? We know that women are a minority in the financial planning industry. What is it like being a woman in the industry? What makes a good client? How do you, as a client, be active in your plans and goals? What can you do to stay ahead?As always, we hope you enjoy the episode! This episode was recording on February 8, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 10 Feb 2022 - 20min - 43 - Could Volatility Be a Good Thing?
In this episode of the Evergreen Exchange, Jeff Otis interviews Managing Director, Jeff Eulberg, on the volatile start to 2022. Jeff Otis describes why volatility is not always a bad thing. Otis and Eulberg go on to discuss:
What will this mean for international markets? What could make this market turn around in the near term? What are the most attractive areas of opportunity?As always, we hope you enjoy the listen! This episode was recorded on January 25th 2020
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 27 Jan 2022 - 13min - 42 - Metaverse 101
In this Deep Dive, Evergreen's CEO, Tyler Hay, interviews Meta's (formerly known as Facebook) Vice President of Global Operations, John DeVine, on the Metaverse. The Metaverse creates new obstacles and strategies for everyday life and poses many interesting questions:
What is Metaverse, and should we take it seriously? What are some economic opportunities that come from it? How will the Metaverse mirror real life? What should we be excited and what are some ethical dilemmas we're already seeing?As always, we hope you enjoy the listen! This episode was recorded on January19, 2022.
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 21 Jan 2022 - 48min - 41 - Will 2022 Have More All-Time Highs?
In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spending, Fed policies, and international policies, we are already seeing very different economic approaches to this year. Listen in to learn what our very special guest, Louis, has to say. This episode was recorded on January 12, 2022.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 14 Jan 2022 - 28min - 40 - Deep Dive: 2022 Market Expectations
Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions:
-What is our investment committee's outlook on financial markets for the year?
-More specifically, which sectors do we think are set to outperform (and underperform)?
-How do we see the income landscape adjusting in 2022?
-What major risks to the market are we managing around in client portfolios?
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 05 Jan 2022 - 22min - 39 - Coffee With Evergreen: December 31st
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen's Senior Analyst, to discuss the main economic takeaways from 2021 and what we can look forward to in 2022. The consumer's resilience, management of employees, and supply chain disruptions had significant impact on the 2021 economic environment. 2022 has the potential to drift towards normality and settle economic growth and inflation concerns. Also, what should we be thinking about going into the new year? This episode was recorded on December 28th.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 31 Dec 2021 - 19min - 38 - Coffee with Evergreen: December 22nd
In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 22 Dec 2021 - 14min - 37 - The Financial Impacts of Divorce and How You Can Prepare
As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that’s only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid costly errors instead of attempting it themselves. These three critical areas we will cover are divorce, death, and windfalls (liquidity events).
Today's episode starts with divorce. Evergreen's Senior Financial Planner, Katie Vercio, CFP®, CDFA®, interviews Family Law attorney, Blake Hilty, on how those going through a separation can be proactive and prepared to come out as unscathed as possible. In addition to being a CERTIFIED FINANCIAL PLANNER, Katie is a Certified Divorce Financial Analyst. She can be engaged for any client considering or actively engaged in a separation. Working with a CDFA® helps to maximize an attorney's expertise on the legal side, by employing another party with more specific expertise in your financial affairs
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Tue, 23 Nov 2021 - 36min - 36 - Coffee with Evergreen: November 12
In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 12 Nov 2021 - 15min - 35 - Coffee with Evergreen: October 4th
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 04 Oct 2021 - 14min - 34 - Coffee with Evergreen: September 23rd
In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 23 Sep 2021 - 22min - 33 - Deep Dive: A Behind the Scenes Look at Seattle's VC Landscape
Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market.
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 20 Sep 2021 - 40min - 32 - Deep Dive: Moya Skillman on the Greater Seattle Area's Real Estate Boom
Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to guide clients through the process. With Moya's 15 years of experience in residential real estate and selling over $200 million annually, you'll not want to miss what she has to say regarding the current market and trends in the Seattle area. Answers to these questions and more:
How does this compare to other boom periods? What area do you find most attractive? What is your biggest concern? Advice to first-time buyers or those worried about their kids being able to get into real estate in the future? What do clients who are downsizing need to be aware of? How do you help buyers of more lavish estates and properties to prepare?As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 09 Sep 2021 - 22min - 31 - Coffee with Evergreen: September 3rd
In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not because our portfolios neglect to focus on the equity side, but because active management of both the stock and bond sides is uncommon even amongst professional managers. For 25 minutes, co-CIO Jeff Dicks, describes to listeners the ways in which his team leaves no stone unturned when optimizing portfolios for cash flow.
- Since March, inflation rates have moved up from 1.5% YoY to over 5% and at the same time, the 10-year has gone from 1.8% to 1.35%. What is happening to cause this? Given rates are so low, how are we positioning our income portfolios today? What are the biggest risks facing financial markets and do we anticipate a major correction near-term?
As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 03 Sep 2021 - 26min - 30 - Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"
Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions:
How might social and political issues in Afghanistan impact markets?
What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China?
Is now the time to consider Asian debt for your portfolio?
As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 20 Aug 2021 - 35min - 29 - Planning for Tax Reform
In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration.
Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics:
What are some key highlights of Biden’s tax plan for individuals?
Who is most impacted?
For those impacted, what moves should be made in 2021?
Should high income earners consider accelerating income?
What strategies should business owners consider?As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 28 Jun 2021 - 49min - 28 - Sports franchise ownership could be for you
Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Covid restrictions. This episode will answer the following questions:
What’s changed in terms of the ownership of professional sports franchises?
Who has been investing in professional sports historically?
Is this a good area to invest?
What are the risks of investing?
Will Evergreen be pursuing this on behalf of your investors?As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 10 Jun 2021 - 13min - 27 - "Accidental Wealth" & Smart Investing for Tech Workers
Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life.
Jeff Otis and Katie Vercio have built their careers in investment advice and financial planning, surrounded by the growth of Amazon, Microsoft, and other rising SaaS companies. How does this investor balance their interest in DIY personal finance with the real benefit of professional guidance? Find the right advisor who regularly works with tech execs, promotes a simple and transparent fee model, and can help clients learn to see around corners.
As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 26 May 2021 - 25min - 26 - Special Edition: Louis Gave at the John Mauldin Strategic Investment Conference
Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck, you can access our blog here: https://blog.evergreengavekal.com/taking-a-punch-getting-up-again/
As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 21 May 2021 - 52min - 25 - Deep Dive: Crypto, Cannabis, and the Future of Business "In-Person"
Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to be the balancing of economic stimulus with a recovering economy. None of us has a crystal ball, but Tyler shares his considerations for thinking through whether inflation (or deflation) could lie ahead. Listen in as we discuss these questions:
Is the legitimacy of cryptocurrencies increasing? How might that affect concerns about inflation? What is Evergreen's current outlook on the cannabis space? Why do we think the majority of business will return to "in-person" over time? With a potentially permanent decline in brick-and-mortar retail, which types of businesses may still thrive? How much money can we print to get through the pandemic without spurring inflation? (Spoiler: no one is sure)As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 14 May 2021 - 30min - 24 - Coffee with Evergreen: April 23rd
In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay about the wealth management industry as a whole and how Evergreen Gavekal became a $3 billion (AUM)* investment advisor. How did we start? What challenges do the industry and investors currently face? And, how will the landscape change in the years ahead?
*($3.1B AUM as of 3/31/2021)
This week is a one-time break from our brief 15-minute format to learn a little bit about Evergreen. Please enjoy this 60-minute special podcast episode where two of our partners share with listeners the most interesting and important considerations for managing an investment advisory company today.As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 23 Apr 2021 - 51min - 23 - Coffee with Evergreen: April 12th
In this episode, Jeff Otis talks with senior analyst, Gherman Howell, about our approach to the research and selection of securities in our portfolios. Topics discussed include:
What are our views on commodities right now? How does our research team evaluate investment opportunities? Which valuation metrics do we find most useful? Bonus question: Where does Gherman plan to travel this Summer?As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 12 Apr 2021 - 25min - 22 - Coffee with Evergreen: April 1st
In this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics discussed include:
Louis says, "it's not about what business you own, but who you own it with". How should investors treat securities that have performed well but are highly leveraged? Will Europe open for a semi-normal Summer? What can investors expect to happen to interest rates with the recent (and ongoing) Fed bond-buying activity? And then, how do equities respond? Bonus question: Where is the Gave Family's favorite travel destination?As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 01 Apr 2021 - 16min - 21 - Coffee with Evergreen: March 29th
In this episode, Jeff Otis talks with Director of Investments, Jeff Dicks, about what we are watching right now. Topics discussed include:
What do you make of the recent NASDAQ volatility? Is all of the "good news" priced in? What areas of the market do you find both particularly attractive and unattractive? Are you concerned about the level of stimulus passed due to the pandemic?As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Tue, 30 Mar 2021 - 10min - 20 - Deep Dive: Thoughts From An Expert (What You Should Understand About SPACs)
In this episode, Evergreen CEO, Tyler Hay, talks with SPAC expert and K&L Gates senior partner, Rob Malin about the things you should know to have an informed conversation about special purpose acquisition company opportunities. Topics discussed include:
SPACs have been around for years. Why the recent increase in popularity?
How has the recent economic environment impacted these investments?
How important are the sponsors and are they potentially incentivized to make more high-risk bets?
Is the SPAC market overheated?As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 15 Mar 2021 - 15min - 19 - Coffee with Evergreen: March 11th
In this episode, Jeff Otis talks with Investment Committee member, Jeff Eulberg, about what we are watching right now. Topics discussed include:
Could this be a good time to take on debt? What ticker symbols did we check first this morning? Does Jeff agree with the consensus that tech is due for a correction? Favorite and least favorite stock today? What market-related keeps you up at night? Bonus Question: NCAA tournament pick?As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 11 Mar 2021 - 13min - 18 - Coffee with Evergreen: March 4th
In this episode, Jeff Otis talks with Evergreen Chief Investment Officer, David Hay, about what we are watching right now. Topics discussed include:
-What is QE4?
-How does the stock market affect the bond market?
-What does it mean to be an active income manager?
-If inflation is to be expected, how imminent is it?
-Bonus question: Dave's favorite film
As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Fri, 05 Mar 2021 - 12min - 17 - Coffee with Evergreen: February 25th
In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay, about what we are watching right now. Topics discussed include:
Fed Chairman Jerome Powell's statement this week Effects of inflation v. deflation Risks to be aware of Spotting opportunity Considerations for hiring a money manager The case for a new income playbook Bonus question: Tyler's favorite golf courseAs always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Thu, 25 Feb 2021 - 16min - 16 - Coffee with Evergreen: February 10th
In this episode, Jeff Otis talks with Louis Gave about what we are watching right now through a broad macro-lens. Louis is always a pleasure to speak with on matters concerning monetary policy and the intricate web that is our global economy. This episode is longer than normal at 17 minutes, but we think you will find it well worth the listen! Questions include:
What will be the impact on markets due to the massive amount of economic stimulus from 2020 and 2021? Is inflation likely and how do investors protect their portfolios? A common and founded worry amongst those in (or planning for) retirement: how does one find robust, reliable income from investments? Most of our listeners' attention is on the U.S., but how does our economic recovery compare to that of, say, China? Bonus Question: Favorite French rugby team?As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Wed, 10 Feb 2021 - 17min - 15 - Coffee with Evergreen: February 4th
In this episode, Jeff Otis talks with Gherman Howell about what we are watching right now. Questions include:
What do you make of this week's news from Amazon? How worried should investors be about Bezos's transition out of the roll of CEO? In which areas of the market do we see opportunity? What risks should investors keep in mind as the economy reopens? Bonus Question: Favorite podcast other than the Evergreen Exchange?As always, we hope you enjoy the listen!
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 piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.
Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
Mon, 08 Feb 2021 - 12min - 14 - Coffee with Evergreen: January 28
In this 15-minute episode, Jeff Otis talks with Jeff Dicks about what we are watching right now. Questions include:
What's happening with GameStop (GME)? Are new variants of Covid from the UK and South Africa a significant risk to markets? Which sectors do we think are attractive in the recovery? Bonus Question: Any bets on the Superbowl?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. 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. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.
Thu, 28 Jan 2021 - 14min - 13 - Coffee with Evergreen: January 22
In this 10-minute episode, Jeff Otis talks with Evergreen investment committee member, Jeff Eulberg, about what we are watching right now. Questions include:
What has been the impact on markets of the Senate runoff in Georgia? Do you think a Biden Administration will push to change capital gains rates or otherwise raise taxes? Other than politics, what do you think could drive markets ahead? Is it time to de-risk and, if so, to what extent? Bonus Question: What are our predictions for this weekend's AFC/NFC championship games?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.
Fri, 22 Jan 2021 - 12min - 12 - Ten Charts from 2020
DEEP DIVE: In this episode, Jeff Otis talks with Jeff Dicks, about his 10 favorite charts for the infamous year, 2020. This 20-minute episode will address the topics below. You can follow along with the chartbook, created by Jeff Dicks and Gherman Howell, here: https://blog.evergreengavekal.com/the-top-charts-for-2020/
Covid cases, hospitalizations, and deaths for the year US GDP, retail sales, and unemployment since 1992 2020 sector returns Winners and losers in 2020 Energy price, demand, and inventory Global market cap, compared to central bank balance sheets Investment-grade and high-yield debt over the decade 10-Year treasuries, inflation, and the price of copper Home price appreciation and mortgage rates Sector leadership and returns S&P 500 valuations relative to interest ratesAs 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.
Tue, 19 Jan 2021 - 21min - 11 - All about gifting
THINK AHEAD: In this episode, Jeff Otis talks to estate planner, Katie Ludwick, of Ludwick Law Group P.S. about the basic rules and strategies surrounding gifts of cash or securities to individuals and charitable organizations..
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. Listening to this podcast 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.
Tue, 01 Dec 2020 - 21min - 10 - 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.
Wed, 18 Nov 2020 - 12min - 9 - 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.
Wed, 04 Nov 2020 - 28min - 8 - 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.
Wed, 28 Oct 2020 - 29min - 7 - 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.
Thu, 08 Oct 2020 - 51min - 6 - 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.
Sun, 16 Aug 2020 - 49min - 5 - 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.
Thu, 24 Oct 2019 - 54min - 4 - Episode 4 - The U.S.-China Showdown
Subscribe to our weekly e-newsletter: blog.evergreengavekal.com
Last Friday subscribers read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter.
The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump's presidency: will China surpass the U.S. as the world's greatest economic superpower?
Louis built his career in Hong Kong and was once even called one of the “smartest men in Asia” by Bloomberg. If you have a WSJ subscription, read his most recent interview with Barron’s: bit.ly/2xIXPbn
Listeners can skip through the sections indicated below if they wish to revisit points or only hear certain topics.
3:00 Is this the new face of war?
4:15 The current tensions with China are not the beginning of WWIII, but rather a new cold war.
5:45 Chinese people’s view of the U.S. was one of admiration until recent rhetoric portrayed the U.S.’s overarching goal as stifling China’s economic growth.
11:30 Trump has shifted his focus sharply toward trade tensions to detract attention from more concrete unfulfilled campaign promises—literally concrete ones, such as the border wall.
14:00 The tech sector wanted better intellectual property rights enforcement; they were not prepared to be the battleground.
17:00 More Chinese young adults are attending college than their American counterparts, and there are approximately 10x as many pursuing degrees in S.T.E.M. (science, technology, engineering, mathematics) fields.
25:00 China fell into communism after 125 years of social unrest, as a protection against cultural instability. Now it has become apparent that China is a profoundly capitalistic country on which socialism was imposed. We are experiencing the correction of that misalignment.
38:00 There is no way to know what a potential deal with China would look like, as it will be completely dependent on who Trump runs against in the 2020 election. If it’s Biden, Trump would seek to demonstrate superior foreign negotiation skill. If it’s Bernie, he’d seek a deal that reinvigorates loyalty with the working class. The trade war is a tool for his reelection campaign.
41:00 We must decide whether or not we believe that central banks create wealth. Does encouraging one to spend tomorrow’s money today promote sustainable growth?
46:00 Increasingly, countries who trade with China are basing their currency against the renminbi, negating the trade of U.S. dollars. It is possible that we are seeing the peak of the dollar.
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. 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. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.
Thu, 11 Jul 2019 - 52min - 3 - Episode 3 - Interview with Grant Williams at Mauldin SIC
Evergreen Gavekal CEO, Tyler Hay, interviews Grant Williams, author of Things That Make You Go Hmmm, co-founder of Real Vision TV, and long-time friend of the firm, from the 2019 John Mauldin Strategic Investor Conference in Dallas Texas. Listen to hear his perspective on a broad range of topics about the global economy, as he and Tyler debrief on the most thought-provoking speeches and interviews given at the conference.
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. 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. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.
Thu, 30 May 2019 - 50min - 2 - Episode 2 - Tyler & David
In this episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent reader of the Evergreen Virtual Advisor, you are likely already familiar with David's take on where we're at in the current market cycle and economic policies like MMT. This podcast takes listeners behind the curtain to get to know David Hay more personally and hear his point of view on the current state of the U.S. economy.
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. Tyler Hay, David Hay and Louis Gave have investments in Aedelhard; this is not a recommendation or offering for an investment in this company. 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. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.
Sat, 11 May 2019 - 1h 01min - 1 - Episode 1 - Tyler & Louis
In our pilot episode, Evergreen Gavekal CEO, Tyler Hay, hosts finance phenom Louis Gave to dish on the current economic climate and a variety of personal topics.
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. Tyler Hay, David Hay and Louis Gave have investments in Aedelhard; this is not a recommendation or offering for an investment in this company. 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. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.
Thu, 28 Mar 2019 - 1h 14min
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