Podcast thumbnail for Evergreen Exchange

Evergreen Exchange

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by Evergreen Gavekal

4.7(27 reviews)
73 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.

Language

🇺🇲

Publishing Since

3/28/2019

2 verified contact emails on file for Evergreen Exchange

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Recent Episodes

Episode thumbnail for Deep Dive: Concentration in U.S. Markets

September 27, 2024

Deep Dive: Concentration in U.S. Markets

Wealth Consultant Kaeli Kaainoa, CFP®, interviews Senior Analyst Gherman Howell about the Magnificent 7's market resurgence and their significant impact on U.S. equity markets.

Episode thumbnail for Think Ahead: Expert Advise on Personal Audit Risk

August 2, 2024

Think Ahead: Expert Advise on Personal Audit Risk

CFP® & CEPA Kaeli Kaainoa interviews IRS veteran attorney Melissa Hilty about personal audit risk and advanced tax strategies like SLATs to prepare for TCJA changes.

Episode thumbnail for Think Ahead: The 2024 Horizon

March 14, 2024

Think Ahead: The 2024 Horizon

Co-CIOs Jeff Dicks and David Hay join host Kaeli Kaainoa to discuss 2024 investment outlook, including elections, interest rates, and debt, offering insights for informed portfolio decisions.

73 total episodes available

Recent guests on Evergreen Exchange

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Gherman Howell

Guest

Melissa Hilty

Guest

Jeff Dicks

Guest

David Hay

Guest

Michael Johnston

Guest

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Frequently asked questions

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What is Evergreen Exchange?

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 this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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