Seven Hills Podcast

23- Monthly Market Commentary

Thu, 14 Aug 2025 14:49:09 +0000

So much for a quiet summer! A quick update on markets here and abroad and a peek into some current opportunity.

22- Monthly Market Commentary

Fri, 16 May 2025 19:14:00 +0000

Updating our listeners on market performance and tariff news up to mid-May; and two investment areas less effected by trade wars.

21- Tariffs and the Long View

Thu, 24 Apr 2025 23:55:48 +0000

We’ve opined that markets are set for a long-term shift. How does Trump’s tariff war factor in to the changes?

20- Monthly Market Commentary

Fri, 04 Apr 2025 03:36:09 +0000

A review of market performance through the 1^st quarter of 2025, and addressing three important concerns of our clients and investors.

19- Converting Assets to Income

Thu, 27 Mar 2025 10:01:00 +0000

At retirement, or some point in our financial lives, we need our investments to pay income. How to get started with an income plan.

18- Monthly Market Commentary

Fri, 14 Mar 2025 04:40:19 +0000

A review and commentary of year-to-date market performance, with our portfolio guidance for the short term.

17- The Long View Part 2

Fri, 24 Jan 2025 11:00:00 +0000

In our previous episode we put forth the strong possibility of a long-term paradigm shift in the global capital markets. In today’s installment we continue the discussion, relative to our current landscape.

16- A Long View

Thu, 19 Dec 2024 11:00:00 +0000

After a decade if terrific equity returns, many are questioning if the next decade could be disappointing—unless it’s just different. A look into what the next ten years could return.

15- The Trump Economy 2: Nothing to See Here or..…Is There

Thu, 21 Nov 2024 11:00:00 +0000

With Republicans taking control of Washington, what we expect in the next four years and some thoughts on near-term investment strategy.

14- Retail Wars

Fri, 18 Oct 2024 19:30:39 +0000

The two super-heavyweights of US retail are doing battle for your wallet. Let’s look at the ‘tale of the tape’ between Amazon.com and WalMart—do we declare a winner?

13- Across the Tape: Retail Therapy

Wed, 18 Sep 2024 15:45:47 +0000

Walmart and Costco are two dominant retailers often described as competitors—but in reality are two different businesses targeting their own customer profile with each dominating their niches.

12- Back to School with 529 Plans

Thu, 08 Aug 2024 10:00:00 +0000

Created in 1996, 529 plans are the go-to option for college savings. But some recent improvements can aid not just savings for college costs, but primary and secondary school costs, student loan repayment, and a jump start to retirement savings.

11- An Election Primer: Is there Political Risk?

Thu, 25 Jul 2024 10:00:00 +0000

With the Presidential campaigns dominating the headlines, we review the first half market performance and discuss the possible investment ramifications from the election-- if any?

10- Gold vs. Bitcoin, Part 2

Mon, 24 Jun 2024 10:00:00 +0000

Part 2 of our gold versus Bitcoin discussion, and we discuss specific investment vehicles to gain exposure, along with the pros and cons.

9- Gold vs. Bitcoin, Part I

Mon, 10 Jun 2024 18:18:30 +0000

The Bitcoin rocket has become the ‘virtual gold’ of the 2000s, but the price of physical gold has quietly increased from just under $400 to over $2300 in the past 20 years. Part one of two episodes to hash this out!

8- The Best Defense

Thu, 23 May 2024 10:02:00 +0000

In our second installment of ‘Across the Tape’ we’ll examine two ETFs that might come across as a little boring—but boring is good!

7- April 2024 Market Perspectives

Thu, 25 Apr 2024 15:43:47 +0000

We are almost a third of the way through 2024; let’s take a close look at stock and bond markets, how they’ve performed, and the environment facing investors in the near term.

6- Tech Focus: Chips, chips, chips

Thu, 14 Mar 2024 07:04:00 +0000

We’ve heard more about semiconductors in the past five years than ever before—but without these building blocks, there’s no technology, period. A deeper dive into the industry and why the investment opportunity, fueled by AI demand, has a strong tailwind.

5- Tech Focus: A 2024 Outlook

Thu, 22 Feb 2024 08:01:00 +0000

AI and semiconductors grab all the headlines—but what about everything else? We take a 10,000 foot view of the industry and where the opportunities are for 2024.

4- Visa, Inc.: A Love Story

Thu, 08 Feb 2024 08:04:00 +0000

In our first installment of ‘Across the Tape’, we take a close look at Visa Inc. and its close competitor, Mastercard, and discuss their attractiveness and merits to the stock investor.

3- A Look Ahead to 2024

Wed, 17 Jan 2024 08:01:00 +0000

What does the new year have in store for the investor? We offer a succinct view of the economy, the outlook for stock and bond markets, and a way to view the tech sector from an investment perspective.

2- The Inflation Question

Thu, 04 Jan 2024 17:36:52 +0000

After many below-average years, inflation spiked in 2021 and possibly crested in 2023. We theorize how it happened, what it will take to really abate, and how to play both offense and defense from an investment perspective.

1- A Look Back at 2023

Wed, 06 Dec 2023 22:00:00 +0000

Welcome to our first episode! We get started with a view from 10,000 feet: what happened in 2023 with stocks, bonds, and interest rates, and what to expect in 2024.