Evergreen Exchange

About Evergreen Exchange

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

Publisher

Evergreen Gavekal

Category

business

Language

en

Explicit

No

First episode

28 Mar 2019

Latest episode

27 Sept 2024

Latest episodes

73 episodes in the feed.

1. 

   27 Sept 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.

2. 

   2 Aug 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.

3. 

   14 Mar 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.

Who has been a guest on Evergreen Exchange

Names identified in recent episode analyses. Showing up to five guests.

• Gherman Howell
• Melissa Hilty
• Jeff Dicks
• David Hay
• Michael Johnston

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.7 / 5

19 ratings

Spotify

4.6 / 5

8 ratings