PODCAST · business
Evergreen Exchange
by Evergreen Gavekal
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
Episodes
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Deep Dive: Concentration in U.S. Markets
In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to...
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Think Ahead: Expert Advice on Personal Audit Risk
In our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons...
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Think Ahead: The 2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa gets Co-CIOs, Jeff Dicks and David Hay, take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential election...
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Think Ahead: Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives”, and goes more in-depth, using real-life examples…
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Coffee with Evergreen: Navigating the REIT Market
In this episode of Evergreen Exchange, Jeff Otis, Director of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real estate investment trusts. Some topics they cover: What is a REIT and what areas can it invest in? What does the difference between leases and actual occupancy...
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August Market Update
In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August. Some topics they cover: - 2023 has been an active year for the market. What are some highlights we've seen? -From a macroeconomic...
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Future-ProofED: Navigating College Expenses and Planning for Success
In this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover: College planning can be a large expense. What factors should you consider when...
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Breaking News on the Debt Ceiling
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the debt ceiling. The debt ceiling/limit restricts how much the federal government can borrow to pay its bill and how it can allocate funds for future investments. The debt limit has...
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April Market Update
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks. Some topics they cover: Should investors trust the recent rally? Why do credit spreads not seem to...
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Should AI Be Regulated?
In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence (AI). Some topics they cover: What is "generative AI"? What industries may be most impacted by AI, and how will it change efficiency? What are the...
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March Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: What events led up to the collapse of Silicon Valley Bank? What actions did the government take to reduce the...
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Looking Ahead with Tyler Hay
For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our CEO, Tyler Hay and our Director of Private Wealth, Jeff Otis to discuss the economy and portfolio management. Some questions they look to answer: What economic trends could have a lasting impact on the economy? What…
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2022 Tax Filing Season
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season. Some topics they cover: What life is like as a CPA this time of year? What are the updated laws on the Federal side?…
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January Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to discuss the January Market Update. Some topics they cover: Recap on recent recovery in the markets What risk remains? Anything the market seems to be missing?...
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Public and Private Markets for 2023
In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of Public and Private markets in 2023. Some topics they cover: This year’s outlook on publicly traded equities Our thoughts on real estate exposure and private investments...
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December Market Update
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update. Some topics they cover: How should one go about tax harvesting? What should investors be paying attention to going into 2023? How are the markets looking as...
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Year-End Planning
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end. Some topics they cover: Charitable Giving: What is the best way to gift? Retirement Planning: What should…
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Assessing Global Market Conditions
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets. Some topics they cover: China after the Party Congress. What are the political and investment implications?…
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October Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market update. Some topics they cover: What is currently driving markets? There have only been three years in history when both stocks and bonds have been down. What does this mean is...
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Special Needs Planning
In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs. Some topics they cover: When meeting...
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Charitable Giving: More Than Just a Tax Break
In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving. Some topics they cover: Charitable giving is much...
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August Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook. Some topics they cover: -Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in?...
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How to Plan for Market Volatility
In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile. Some topics they cover: How do we advise clients during times of volatility? Timing the market is difficult. Is now a good time to get...
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July Market Update
In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022. Some topics they cover: What drove market performance in Q2 this year? Bonds are off to their worst start in…
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June Market Update
In this episode of Coffee with Evergreen, Partner Jeff Otis and Senior Analyst Gherman Howell give a quick update on the financial markets as of June 2022. Below is a list of some topics they cover: Is liquidating your portfolio a good idea? Given the current market conditions, what are some...
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What Does China’s Reopening Mean?
In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy. Some questions they dive into are: China is easing its COVID restrictions. What does this mean for the market? What should investors...
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May Market Update
In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook. Some questions they explore are: What are we seeing right now with inflation?...
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Life in Transition: Estate Planning
Part 2: Estate Planning In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law &...
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April Market Update
In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022. We have seen a recent recovery since last month. What is going on with markets? A recession seems to be on everyone's mind. What is...
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March Market Update
In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on: What is driving the market lower? And how could this turn around? How has Evergreen been reacting to the recent...
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Returning to the Russia/Ukraine Conflict
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...
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How Is the Russia/Ukraine Issue Affecting the US Markets?
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...
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The Inside Scoop at Evergreen
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.…
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Could Volatility Be a Good Thing?
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…
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Metaverse 101
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…
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Will 2022 Have More All-Time Highs?
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…
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Deep Dive: 2022 Market Expectations
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…
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Coffee With Evergreen: December 31st
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...
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Coffee with Evergreen: December 22nd
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…
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The Financial Impacts of Divorce and How You Can Prepare
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...
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Coffee with Evergreen: November 12
In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021. As always, we hope you enjoy the listen! This material has been prepared or is distributed...
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Coffee with Evergreen: October 4th
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th. 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...
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Coffee with Evergreen: September 23rd
In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how...
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Deep Dive: A Behind the Scenes Look at Seattle's VC Landscape
Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market. As always, we…
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Deep Dive: Moya Skillman on the Greater Seattle Area's Real Estate Boom
Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very...
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Coffee with Evergreen: September 3rd
In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates,...
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Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"
Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider....
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Planning for Tax Reform
In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on...
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Sports franchise ownership could be for you
Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another…
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"Accidental Wealth" & Smart Investing for Tech Workers
Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of...
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ABOUT THIS SHOW
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
HOSTED BY
Evergreen Gavekal
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Frequently Asked Questions
How many episodes does Evergreen Exchange have?
Evergreen Exchange currently has 76 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Evergreen Exchange about?
The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
How often does Evergreen Exchange release new episodes?
Evergreen Exchange has 76 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Evergreen Exchange?
You can listen to Evergreen Exchange on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Evergreen Exchange?
Evergreen Exchange is created and hosted by Evergreen Gavekal.
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