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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
Housing Affordability
Stock Market
NATO
US Economy
Iran
Consumer Behavior

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

PublishesWeeklyEpisodes353Founded8 years ago
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BusinessInvesting

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Artwork for Trading Perspectives: An Economic Podcast

Latest Episodes

The housing market has been relatively depressed. However, a new home seems to be out of the reach for many Americans.

• Higher interest rates have been an impediment to the housing market, as they make monthly mortgage payments that much more ... more

Have investors moved on from the conflict in Iran? What would it take for it to matter again?

• Have markets already priced out the Iran risk?

• What has the market's reaction taught us about investor psychology?

• What would force investors ... more

The World Cup is a massive global undertaking every 4 years. Is it really worth it?

• The World Cup will bring fans in from all over the globe. What do you think will impress them the most, both good and bad?

• The prices for World Cup tickets, ... more

There are some similarities to the 'dot.com' bubble of the late 1990s. However, there are some significant differences too.

• U.S. businesses have spent a lot of money on AI, and will need to see some form of return on this investment. What and w... 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
Chief Investment Officer at Oakworth Capital Bank; host of Trading Perspectives.
Sam Clement
Co-host, Associate Managing Director; with Oakworth Asset Management involvement.

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 States6 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.

A few episodes tackle missteps or tricky topics with constructive critique.
Hosts are clearly educated and provide practical insights for real-world decisions.
Thoughtful, well-informed discussions that connect economics to investing.

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Talking Points

Recent interactions between the hosts and their guests.

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.

Audience Metrics

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Frequently Asked Questions About This Podcast

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

This show analyzes macroeconomic and geopolitical developments with a practical, investment-oriented lens. Conversations frequently cover labor markets, inflation, policy moves (including the Fed), and how these forces translate into consumer behavior, corporate strategy, and market dynamics. A notable throughline is skepticism about rapid policy-driven transitions (like EV adoption or broad stimulus effects) and a knack for connecting domestic economic signals to global trends, often with real-world anecdotes and scenario thinking. The format tends to be data-informed, with clear takeaways for investors and business leaders seeking to understand risk, opportunity, and timing in a changing economy.

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1. WSJ What’s News
2. Morning Wire
3. Planet Money
4. Freakonomics Radio
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this podcast launched 8 years ago and published 353 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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