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Evergreen Exchange

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.
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Episode 2 - Tyler & David

Evergreen ExchangeMay 11, 2019

00:00
01:01:34
Think Ahead: The 2024 Horizon

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 and anticipated falling interest rates, rising federal debt, and removing emotions from portfolio decisions, all in our new and more concise interview format. 

Mar 14, 202424:54
Think Ahead: Understanding the People in Your Plan (Estate Documents)

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 of successes and challenges when those documents are put in force.

Some topics they cover:

·      What are the key elements of an estate plan?

·      What are advanced medical directives, and what are strategies for implementing them?

·      Who should you choose to be agents of your estate?

·      What are a few common mistakes to avoid if you have an estate plan in place?

·      What role does my financial advisor play in my estate plan?

·      What are the consequences if I never create an estate plan?

As always, thanks for listening!

Nov 30, 202318:34
Coffee with Evergreen: Navigating the REIT Market

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 indicate about the future of office real estate?
  • How has financing worked in the market's favor thus far for office space?
  • What impact may a significant pullback in CRE have on banks?

As always, thank you for listening! This was published on October 12th, 2023.

Oct 12, 202323:56
August Market Update

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 perspective, what has been driving the market this year?

-How have bonds been performing in the current market, and what are some strategies we've employed their potential?

As always, thanks for listening! This episode was recorded on August 2nd, 2023.

Aug 04, 202318:35
Future-ProofED: Navigating College Expenses and Planning for Success

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 planning for education?
  • A few different types of accounts are used to set up college savings funds. What are the types of accounts? How should you choose which to use?
  • Many factors should be considered when determining with which account(s) to fund future college plans. Loans, financial aid, current financial goals, and payment methods are all worth weighing as you move toward this next step.

As always, thank you for listening! This episode was recorded on June 13, 2023.

Jun 23, 202317:06
Breaking News on the Debt Ceiling

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 been raised or suspended numerous times to avoid a default by the US government on its debt. However, the US is getting close to reaching that borrowing limit, which, if it does, would be an unprecedented event. Some of the questions they look to answer are:

  • What are the implications if we do default on our debts? Who will see the impacts of these effects?
  • Both parties have different conditions for raising the debt ceiling. What is the difference between them? What happens if a deal is not reached?
  • Can hitting the debt ceiling be avoided without Congressional action?
  • How is Evergreen preparing for this?

As always, thank you for listening! This episode was recorded on May 26, 2023.

May 26, 202315:34
April Market Update

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 be pricing in a recession?
  • Should investors move from floating- to fixed-rate debt?
  • Which sectors do we think are most attractive in the near- and long-term?

As always, thank you for listening!


Apr 27, 202312:55
Should AI Be Regulated?

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 pros and cons of regulation?
  • How has AI positively impacted the market so far?

As always, thank you for listening!



Apr 13, 202313:41
March Market Update

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 risk of contagion and stabilize the banking industry?
  • How are client accounts protected at brokerage houses in comparison to banks?

As always, thank you for listening!

Mar 28, 202315:32
Looking Ahead with Tyler Hay

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 are some portfolio management observations you would make in today’s investing environment?
  • What should and shouldn’t investors be doing in today’s economy?

As always, thank you for listening!

Mar 02, 202322:20
2022 Tax Filing Season

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?
  • What are some common mistakes that individuals make on their taxes?

As always, thank you for listening!

Feb 13, 202318:12
January Market Update

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?
  • Bullish and bearish insights on returns

As always, thank you for listening!

Feb 01, 202319:13
Public and Private Markets for 2023

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
  • Favorite investment opportunities in 2023

As always, thank you for listening!

Jan 18, 202326:42
December Market Update

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 we wrap up the year?

As always, thank you for listening! This episode was recorded on December 20, 2022.

Dec 21, 202221:10
Year-End Planning

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 clients be considering?
  • Tax Planning: What investors should be doing from a tax perspective.

As always, thank you for listening!

Dec 06, 202219:28
Assessing Global Market Conditions

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?
  • Thoughts on the U.S dollar, emerging markets, and energy?
  • U.S. Mid-term Elections: What to be watching?

As always, thank you for listening!

Nov 09, 202256:06
October Market Update

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 happening in the bond market?
  • What are some opportunities in both domestic and international equity markets?

As always, thank you for listening! This episode was recorded on October 25, 2022.

Oct 27, 202237:25
Special Needs Planning

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 new families, what is the process to determine the resources available to individual families?
  • What are the benefits that could be utilized for these families?
  • What is a special needs trust, and when should it be used?

As always, thank you for listening! This episode was recorded on October 7, 2022.

Oct 12, 202224:54
Charitable Giving: More Than Just a Tax Break

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:

  1. Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
  2. What are essential questions to think about when considering charitable giving?
  3. What are the different funds/resources people can use?

As always, thank you for listening! This episode was recorded on September 13, 2022.

Sep 15, 202224:14
August Market Update

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? Are we currently in a recession?

-What are we thinking about equity markets going forward?

-What is Evergreen Gavekal's near-term outlook on the market? How are we adjusting portfolios between now, year-end, and beyond?


As always, thank you for listening! This episode was recorded on 8/24/22.

Aug 24, 202229:44
How to Plan for Market Volatility

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 into the market? How are we advising new clients?
  • What are some specific strategies we recommend when the market is down?

As always, thank you for listening! This episode was recorded on 8/8/2022.

Aug 10, 202215:16
July Market Update

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 over 40 years. What does this mean for fixed-income going forward?
  • What is our most favored segment of the bond market right now?
  • Inflation is still on everyone's mind. Has anything changed with inflation expectations?
  • What is our current general economic outlook?

As always, thank you for listening! This episode was recorded on July 18, 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.

Jul 20, 202221:38
June Market Update

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 positive highlights we can see on the buying front?
  • An overview of some sectors we are currently liking.

As always, we hope you enjoy the episode! This episode was recorded June 21, 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.

Jun 22, 202219:08
What Does China’s Reopening Mean?

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 pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market?
  • We've had a market rebound from recent lows; what should we expect in the near future?

As always, we hope you enjoy the listen! This episode was recorded on June 6, 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.

Jun 08, 202227:44
May Market Update

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?
  • Where do things stand with the Fed?
  • Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession? 
  • What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this?

As always, we hope you enjoy the listen! This episode was recorded on May 23, 2022.

Link to the chartbook: https://evergreengavekal.com/market-update-no-short-term-fed-pain-no-long-term-economic-gain/


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.

May 25, 202229:42
Life in Transition: Estate Planning

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 & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:

  • If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
  • How do you plan for the transfer of your estate to your spouse or other heirs?
  • How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc.
  • How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?

As always, we hope you enjoy! This episode was recorded on April 22, 2022.

May 03, 202229:14
April Market Update

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 Evergreen's stance on this? Is a recession in the near future?
  • Currently, the tech sector is underperforming. What are our recommendations when sectors are underperforming?
  • What areas of the market should be avoided?

As always, we hope you enjoy the listen! This episode was recorded on April 18, 2022.

Apr 20, 202217:53
March Market Update

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 turmoil?
  • “Buy Low, Sell High” is an obvious statement, but it’s easier said than done.

As always, we hope you enjoy the listen! This episode was recorded on March 8th, 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.

Mar 10, 202227:41
Returning to the Russia/Ukraine Conflict

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 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.

Mar 03, 202234:15
How Is the Russia/Ukraine Issue Affecting the US Markets?

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 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.


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.

Feb 18, 202225:34
The Inside Scoop at Evergreen

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. 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.


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.

Feb 10, 202220:59
Could Volatility Be a Good Thing?

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 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

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.

Jan 27, 202213:53
Metaverse 101

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 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.

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.

Jan 21, 202248:53
Will 2022 Have More All-Time Highs?

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 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!

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.

Jan 14, 202228:48
Deep Dive: 2022 Market Expectations

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 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!

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.

Jan 05, 202222:33
Coffee With Evergreen: December 31st

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 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!

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.

Dec 31, 202119:37
Coffee with Evergreen: December 22nd

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 dive into what gets missed as the year wraps up.

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.

Dec 22, 202114:23
The Financial Impacts of Divorce and How You Can Prepare

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 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!

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.

Nov 23, 202136:20
Coffee with Evergreen: November 12

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 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.

Nov 12, 202115:50
Coffee with Evergreen: October 4th

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 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.

Oct 04, 202114:17
Coffee with Evergreen: September 23rd

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 to find value in an overheated market.

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.

Sep 23, 202122:14
Deep Dive: A Behind the Scenes Look at Seattle's VC Landscape

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 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.

Sep 20, 202140:30
Deep Dive: Moya Skillman on the Greater Seattle Area's Real Estate Boom

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 selective about the professionals we partner with to guide clients through the process. With Moya's 15 years of experience in residential real estate and selling over $200 million annually, you'll not want to miss what she has to say regarding the current market and trends in the Seattle area. Answers to these questions and more:

  • How does this compare to other boom periods?
  • What area do you find most attractive?
  • What is your biggest concern?
  • Advice to first-time buyers or those worried about their kids being able to get into real estate in the future?
  • What do clients who are downsizing need to be aware of?
  • How do you help buyers of more lavish estates and properties to prepare?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

Sep 09, 202122:15
Coffee with Evergreen: September 3rd

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, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not because our portfolios neglect to focus on the equity side, but because active management of both the stock and bond sides is uncommon even amongst professional managers. For 25 minutes, co-CIO Jeff Dicks, describes to listeners the ways in which his team leaves no stone unturned when optimizing portfolios for cash flow.

  1. Since March, inflation rates have moved up from 1.5% YoY to over 5% and at the same time, the 10-year has gone from 1.8% to 1.35%. What is happening to cause this?
  2. Given rates are so low, how are we positioning our income portfolios today?
  3. What are the biggest risks facing financial markets and do we anticipate a major correction near-term?

As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

Sep 03, 202126:05
Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"

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. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions:

How might social and political issues in Afghanistan impact markets?

What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China?

Is now the time to consider Asian debt for your portfolio?

As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility 

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.

Aug 20, 202135:06
Planning for Tax Reform

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 how to navigate the tax code influenced by a new administration.

Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics:
What are some key highlights of Biden’s tax plan for individuals?
Who is most impacted?
For those impacted, what moves should be made in 2021?
Should high income earners consider accelerating income?
What strategies should business owners consider?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

Jun 28, 202149:43
Sports franchise ownership could be for you

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 result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Covid restrictions. This episode will answer the following questions:

  • What’s changed in terms of the ownership of professional sports franchises?
  • Who has been investing in professional sports historically?
  • Is this a good area to invest?
  • What are the risks of investing?
  • Will Evergreen be pursuing this on behalf of your investors?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

Jun 10, 202113:17
"Accidental Wealth" & Smart Investing for Tech Workers

"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 extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life. 

Jeff Otis and Katie Vercio have built their careers in investment advice and financial planning, surrounded by the growth of Amazon, Microsoft, and other rising SaaS companies. How does this investor balance their interest in DIY personal finance with the real benefit of professional guidance? Find the right advisor who regularly works with tech execs, promotes a simple and transparent fee model, and can help clients learn to see around corners. 

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

May 26, 202125:31
Special Edition: Louis Gave at the John Mauldin Strategic Investment Conference

Special Edition: Louis Gave at the John Mauldin Strategic Investment Conference

Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck, you can access our blog here: https://blog.evergreengavekal.com/taking-a-punch-getting-up-again/

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

May 21, 202152:06
Deep Dive: Crypto, Cannabis, and the Future of Business "In-Person"

Deep Dive: Crypto, Cannabis, and the Future of Business "In-Person"

Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to be the balancing of economic stimulus with a recovering economy. None of us has a crystal ball, but Tyler shares his considerations for thinking through whether inflation (or deflation) could lie ahead. Listen in as we discuss these questions:

  • Is the legitimacy of cryptocurrencies increasing? How might that affect concerns about inflation?
  • What is Evergreen's current outlook on the cannabis space? 
  • Why do we think the majority of business will return to "in-person" over time? 
  • With a potentially permanent decline in brick-and-mortar retail, which types of businesses may still thrive?
  • How much money can we print to get through the pandemic without spurring inflation? (Spoiler: no one is sure)

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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.

May 14, 202130:05