Evergreen Exchange

Latest Episodes:

Returning to the Russia/Ukraine Conflict Mar 03, 2022

Show notes

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.

How Is the Russia/Ukraine Issue Affecting the US Markets? Feb 18, 2022

Show notes

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.

The Inside Scoop at Evergreen Feb 10, 2022

Show notes

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.

Could Volatility Be a Good Thing? Jan 27, 2022

Show notes

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

Metaverse 101 Jan 21, 2022

Show notes

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.

Will 2022 Have More All-Time Highs? Jan 14, 2022

Show notes

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!

Deep Dive: 2022 Market Expectations Jan 05, 2022

Show notes

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!

Coffee With Evergreen: December 31st Dec 31, 2021

Show notes

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!

Coffee with Evergreen: December 22nd Dec 22, 2021

Show notes

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!

The Financial Impacts of Divorce and How You Can Prepare Nov 23, 2021

Show notes

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!