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Artwork for Trading Perspectives: An Economic Podcast

Trading Perspectives: An Economic Podcast

John Norris
Inflation
Tariffs
Donald Trump
U.S. Economy
China
Federal Reserve
Labor Market
Artificial Intelligence
S&P 500
Economy
Executive Orders
Inauguration
Consumer Spending
Minimum Wage
NATO
US Economy
Consumer Behavior
Social Media
Ukraine
Stock Market

In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment manage... more

PublishesTwice monthlyEpisodes349Founded8 years ago
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Artwork for Trading Perspectives: An Economic Podcast

Latest Episodes

In economic and military terms, Europe, as a whole, has had a pretty tough go of it since the Financial Crisis of 2008. While still a major player in global affairs, the data suggests it might not carry the same weight it did previously. From essenti... more

Since the Federal Reserve has a dual mandate of price stability and full employment, investors tend to focus on the inflation and jobs reports. Just how many jobs is the economy creating? What does that mean for future monetary policy and economic gr... more

The U.S. military recently arrested Venezuelan President Nicholas Maduro on a slew of drug-related issues.

• However, was Washington's goal really Maduro?

• Or was it access to Venezuela's massive oil reserves?

• Also, what message does this rec... more

This week, a major American automaker announced a significant write-down on its investments in electric vehicles (EVs).

• Does this mean the company overinvested or simply invested too early?

• Are American consumers fundamentally resistant to EV... more

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Recent Guests

David McGrath
Economic analyst from Lower Alabama
Episode: Do We Even Want All These Manufacturing Jobs?
Ryan Bernal
Investment Committee member
Oakworth Capital Bank
Episode: Our Predictions for 2025: Part 1

Hosts

John Norris
Host, Chief Investment Officer at Oakworth Capital Bank; leads macroeconomic discussion and investment perspective.
Sam Clement
Co-host, Associate Managing Director; provides analysis and framing on policy, markets, and economics.

Reviews

4.5 out of 5 stars from 78 ratings
  • Serious subjects with realism of the people

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

    Apple Podcasts
    5
    Crump10
    United States4 years ago
  • Great content

    Great show great content

    Apple Podcasts
    5
    mcintyre8701
    United States5 years ago
  • Disappointing

    Really disappointed in your most recent podcast where you conflate COVID stimulus with the annual budget. If you want to be critical of items in the annual budget (most of which the President requested in his budget proposal) that’s fine; but you’re complaints that these items have nothing to do with COVID stimulus shows a complete ignorance of the legislation.

    Apple Podcasts
    2
    Great podcast; problematic fee
    United States5 years ago
  • Very Timely!

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

    Apple Podcasts
    5
    BEZZER 36
    United States8 years ago
  • Awesome show!

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

    Apple Podcasts
    5
    John Norris Fan
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some episodes show strong U.S.-centric bias but remains informative for investors
Balancing realism with optimism on policy impacts
Insightful macro take with clear investment relevance
Hosts are well-educated and provide timely, practical economic analysis

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Talking Points

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Oakworth's Strategic Market Outlook: April 9, 2025
Q: Do you think yields are pricing in higher inflation due to tariffs?
Interest rates will remain high due to massive government supply unless major economic shifts occur, with the Fed potentially needing to step in if 10-year yields trend higher.
Oakworth's Strategic Market Outlook: April 9, 2025
Q: How does this worrying downward trend reverse itself?
There is always an element of retail trading reacting to social media posts, and once the retail investors give up, institutional money will likely reinvest significantly.
The Fed Met and Did What Exactly?
Q: Long term, how good is the Fed really at forecasting the future and forecasting the economy?
John believes the Fed is not very good at it, but he thinks it has helped slow or decrease the severity of recessions over time.
Crypto Assets are Soaring... Again
Q: What do you think maybe the biggest threat to crypto assets is?
A change in sentiment around it, or a change in federal policy.
Crypto Assets are Soaring... Again
Q: What do you think the long-term prospects are for crypto?
I think it probably continues the trend it has, with big upswings and big drawdowns.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Two seasoned hosts from an Oakworth-affiliated team dissect current events shaping the economy and investment strategies. Episodes repeatedly cover macro themes like labor markets, inflation, monetary policy, globalization, and geopolitical risk, often tying trends to practical implications for households and businesses. Noteworthy are the clear emphasis on data-driven analysis, the recurring focus on policy impacts on markets, and a pragmatic view of technological disruption (AI, EVs) and its inflationary or productivity effects. The show likely serves professionals seeking timely economic insights, investment context, and perspectives that juxtapose traditional economics with policy and geopolitics. A strength is the hosts' ability to tra... more

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1. Newshour
2. Interesting Times with Ross Douthat
3. Focus on Africa
4. The Diary Of A CEO with Steven Bartlett
5. Killer Kin

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this podcast launched 8 years ago and published 349 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. David McGrath
2. Ryan Bernal

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