Through the lens of an independent investment advisor, the Seven Hills Podcast offers great conversation and actionable material for your own wealth accumulation and preservation. We provide insight on the economy and capital markets, investment opportunities and risks, and strategies for your own wealth accumulation and preservation--all in plain English.

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

23- Monthly Market Commentary

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

22- Monthly Market Commentary

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/4/24/23/a40b9b71-8237-4a21-9ed8-0b1e12c14d95_shp021.mp3

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

21- Tariffs and the Long View

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2025/4/7/3/7d12ba5d-9c86-4bdb-86ae-3304d4a03467_shp020.mp3

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

20- Monthly Market Commentary

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

19- Converting Assets to Income

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

18- Monthly Market Commentary

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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.

17- The Long View Part 2

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/12/18/22/880428eb-76e0-479a-8632-ef93357786f3_shp016.mp3

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.

16- A Long View

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

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

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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?

14- Retail Wars

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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.

13- Across the Tape:  Retail Therapy

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/8/7/23/8cf13a1f-b3f8-455e-81c4-e9eba04c3391_shp012.mp3

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.

12- Back to School with 529 Plans

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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?

11- An Election Primer:  Is there Political Risk?

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/6/24/6/d2cdc603-6226-48fc-9b03-85533e3df95d_shp010.mp3

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

10- Gold vs. Bitcoin, Part 2

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/6/10/18/1d335d35-fcf0-42e7-bc10-d1672b3fbde3_shp009.mp3

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!

9- Gold vs. Bitcoin, Part I

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/5/23/3/0fd92b60-cc5d-467c-8831-998f82ea1840_shp008.mp3

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!

8- The Best Defense

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/4/25/15/1db20a5b-89c3-43c2-a0b7-05a7731c359b_shp007.mp3

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.

7- April 2024 Market Perspectives

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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.

6- Tech Focus:  Chips, chips, chips

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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.

5- Tech Focus:  A 2024 Outlook

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2024/2/7/5/f30c3619-7202-4a26-ab88-875d83c3fb7e_shp004.mp3

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.

4- Visa, Inc.:  A Love Story

Through the lens of an independent investment advisor, the Seven Hills Podcast offers great conversation and actionable material for your own wealth accumulation and preservation. We provide insight on the economy and capital markets, investment opportunities and risks, and strategies for your own wealth accumulation and preservation--all in plain English.