Evergreen Exchange

Latest Episodes:

Coffee with Evergreen: February 10th Feb 10, 2021

Show notes

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.

Coffee with Evergreen: February 4th Feb 08, 2021

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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!

Coffee with Evergreen: January 28 Jan 28, 2021

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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?

Coffee with Evergreen: January 22 Jan 22, 2021

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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.

Ten Charts from 2020 Jan 19, 2021

Show notes

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 rates

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.

All about gifting Dec 01, 2020

Show notes

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.

What does good vaccine news mean for markets? Nov 18, 2020

Show notes

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!

How should investors think about the 2020 U.S. election? Nov 04, 2020

Show notes

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?

What Does a Biden Tax Plan Mean for You? Oct 28, 2020

Show notes

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!

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.

Market Message | October 2020 Oct 08, 2020

Show notes

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!