The Evergreen Exchange

A Podcast by Evergreen Gavekal
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 […]
Listen Now
Understanding the People in Your Plan
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 […]
Listen Now
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:
Listen Now
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 […]
Listen Now
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:
Listen Now
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 […]
Listen Now
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:
Listen Now
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:
Listen Now
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:
Listen Now
1 2 3 9