Listen to the full episode, here. Key Points John and Sam assert that the fear of AI-driven job loss was not new, but a recurring theme throughout history during major technological shifts. They pointed out that…
Trading Perspectives Podcast
Listen to the full podcast, here. Key Points A significant generational divide existed in the belief in the American dream, with individuals under 50 being far more skeptical than those over 50. This skepticism was argued…
Listen to the full episode, here. Key Points There was a massive, consistent decline in U.S. manufacturing jobs as a percentage of the total workforce over the past 50 years, falling from 22% in 1975 to…
Listen to the full episode, here. Key Points The S&P 500 exhibited an extreme level of concentration, with technology and related sectors making up nearly half of the index’s weight. [01:09] A small handful of companies (approximately…
Listen to the full episode, here. Key Points Sam asserts that corporate earnings reports were the most reliable data source for assessing consumer health, especially during a government shutdown when official economic data was unavailable. [03:33] He…
Listen to the full episode, here: Key Points The immediate impact of the government shutdown was deemed minimal for the general public, though it was acknowledged to be difficult in the short term for furloughed federal…
Listen to the full episode, here. Key Points The Federal Reserve’s rate cut only directly impacted the overnight lending rate between banks, not long-term rates like mortgages, which are influenced by broader economic expectations. Mortgage rates…
Listen to the full episode, here. Key Points The GDP report for the second quarter of 2025 showed 3% growth, but the underlying data suggests a more moderate pace of economic growth, around 1.5%. The Federal…
To listen to the full episode, click here. Episode Summary: In this episode of Trading Perspectives, John Norris and Sam Clement explore the surprising outcome of New York City’s Democratic mayoral primary, where 33-year-old Zohran Mamdani…
Listen to the full episode, here. John Norris (00:30):Well, hello again, everybody. This is John Norris with Trading Perspectives. As always, we have our good friend Sam Clement. Sam, say hello. Sam Clement (00:36):John, how are…