Tandem Talk

Tandem Investment Advisors, Inc.

Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.

To learn more about Tandem Investment Advisors, Inc., please visit our website https://tandemadvisors.com/.

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Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security. Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions. Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.

All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.

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Tandem Talk, Episode 15: Check Your Emotions at the Door

Tandem Talk, Episode 15: Check Your Emotions at the Door

Join our Investment Team around the table for our 15th episode of Tandem Talk! Listen in as we reflect on the similarities of 2023 and 2024-to date, debate how to pronounce NVIDIA, and discuss the seemingly forgotten 493 other companies in the index. We wrap our conversation discussing the irrational and emotional decision-making that is likely to come with election season but remind the listener that good companies are good companies in all environments. Here

Episodes

Tandem Talk, Episode 15: Check Your Emotions at the Door

Tandem Talk, Episode 15: Check Your Emotions at the Door

Join our Investment Team around the table for our 15th episode of Tandem Talk! Listen in as we reflect on the similarities of 2023 and 2024-to date, debate how to pronounce NVIDIA, and discuss the seemingly forgotten 493 other companies in the index. We wrap our conversation discussing the irrational and emotional decision-making that is likely to come with election season but remind the listener that good companies are good companies in all environments. Here

Tandem Talk, Episode 14: The Importance of Capital Allocation

Tandem Talk, Episode 14: The Importance of Capital Allocation

Tandem’s Investment Team returns with our 14th episode of Tandem Talk! We take a look back to last quarter’s podcast and can’t help but recognize that we are basically in the same place we were 2 years ago. We are still seeing this two-market divide grow deeper and the discussion surrounding banks continues as we see tighter restrictions on loans and stricter lending. We touch on the importance of capital allocation and why we may be seeing past misallocations of funds become problematic. Closing out the podcast, we discuss Tandem’s Two Pillars and our commonsense approach to investing.

Tandem Talk, Episode 13: Soft Landing or No Landing?

Tandem Talk, Episode 13: Soft Landing or No Landing?

In this Episode of Tandem Talk (or should we say Fed Talk?), we cover a lot of news relating to recent Fed statements and actions. And what’s the deal with this thing we keep hearing about, a “recession” maybe? We take a look in the rearview, touching on topics surrounding historic savings rates, ongoing price increases (RIP Chipotle guac), tax cuts, how China is affecting the market, debt talks and more. Expect a lot of throwbacks and even some updates on AI’s effects on the market. And no, we’re not talking about Allen Iverson!

Tandem Talk, Episode 12: The Squeeze

Tandem Talk, Episode 12: The Squeeze

“When you have that many people short – you get squeezed.” – Ben Carew, CFA. We have a lot to cover on this episode of Tandem Talk. We kick off with a debrief of the past month and recent market events. In usual Tandem fashion, we lay it all on the table and try to make heads or tails of this ever-changing market environment we find ourselves reverting back to time and time again. To wrap things up, we play a fun game of “Yes or No, does this affect Tandem’s portfolio?”.

Tandem Talk, Episode 11: Red Hot Start, Now What?

Tandem Talk, Episode 11: Red Hot Start, Now What?

In this episode of Tandem Talk, the team touches on a broad range of topics; from the massive job layoffs we see spreading across industries, to the path of interest rates and earnings, to the red hot markets we are experiencing so far this year. The team reflects on current financial conditions and why we are seeing companies with the weakest balance sheets outperforming the rest. Tandem bids adieu to a long-time core holding and comments on the difference between timing the market and following a discipline. Where we go from here and what exactly that may look like is all covered in this episode of Tandem Talk. We hope you enjoy!

Tandem Talk, Episode 10: Proactive vs. Reactive Investing

Tandem Talk, Episode 10: Proactive vs. Reactive Investing

Our 10th Episode of Tandem Talk is here and we have a lot to cover! In this episode, we discuss how to find opportunities in bear market rallies and how to better understand “the market”. Our team shares with listeners the meaning of Tandem’s bottom-up methodology and what role it plays in investing in markets like today’s. Think in terms of company by company instead of the stock market as a whole. And lastly, we share our philosophy for managing the ups and downs of the stock market over time; expect them, prepare for them, and work through them - company by company.

Tandem Talk - Episode 9, August 2022

Tandem Talk - Episode 9, August 2022

Today’s topic of discussion? The Economy! Are we witnessing a game of chicken between the Fed and the Market? Join us as we discuss a K-shaped recovery and take a look back at Billy’s spot-on thoughts about stagflation. We end the conversation with a well-known saying here at Tandem – “uncertainty brings opportunity”. We hope you enjoy!Don’t forget to check back in next quarter for our 10th episode of Tandem Talk!Tandem Talk ®

Tandem Talk - Episode 8, May 2022

Tandem Talk - Episode 8, May 2022

In this episode of Tandem Talk, we describe post-COVID earnings and how they are shaking up the markets. A discussion on recent market volatility, Tandem’s implementation process and what that looks like with today’s market fluctuations, and why the Energy sector doesn’t make the cut in Tandem’s sector agnostic process. We close out the episode with the importance of staying the course.

Tandem Talk - Episode 7, February 2022

Tandem Talk - Episode 7, February 2022

Team Tandem is back, as are inflation and Fed talk, for another episode of Tandem Talk. In Episode 7, Tandem’s investment team discusses the implications of rising inflation, rising interest rates, increased market volatility, global tensions and much more. Enjoy the conversation!

Tandem Talk - Episode 6, November 2021

Tandem Talk - Episode 6, November 2021

Tandem Talk 6 picks up right where Tandem Talk 5 left off! Inflation and Fed talk continue as hot topics for the Tandem Team, both generally around markets and specifically around Tandem’s portfolios. TT6 gives the listener the sense of eavesdropping on an everyday conversation around the trading desk. And One Big Thing returns with some thought-provoking conversation. We hope you enjoy listening as much as we enjoy bringing Tandem Talk 6 to you.

Tandem Talk - Episode 5, August 2021

Tandem Talk - Episode 5, August 2021

Tandem Talk 5 is finally here, and the Tandem Team shares some quality conversation on all that has gone in this summer. Beginning with what is happening inside Tandem portfolios and transitioning to what is going on in the rest of the financial world, the talk is lively, mildly informative, and sometimes humorous. And TT5 concludes with a new feature - everyone's One Big Thing.

Tandem Talk - Episode 4, May 2021

Tandem Talk - Episode 4, May 2021

In episode 4 of Tandem Talk, John Carew and the Tandem Team have a lot on their minds. The market has been solid since they last convened and there is plenty to discuss, some topics serious, some humorous, but all hopefully informative.

Tandem Talk - Episode 3, February 2021

Tandem Talk - Episode 3, February 2021

In episode 3 of Tandem Talk John Carew and the Tandem investment team gather once more for a topical conversation. A lot has happened since episode 2. The Team touches on those things that got their attention while laying out a bullish case for stocks. As always, there is also plenty to indicate that caution is warranted as well. The team addresses these topics and more in their usual serious, but good-natured manner. We hope you enjoy the listen.

Tandem Talk - Episode 2, November 2020

Tandem Talk - Episode 2, November 2020

Our second episode of the Tandem Talk podcast is now available. For those new to Tandem Talk, our investment Team sits down together to discuss recent market trends, financial news, and all things Tandem. Enjoy!

Tandem Talk - Episode 1, August 2020

Tandem Talk - Episode 1, August 2020

Exciting News: Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team. We will be adding additional episodes filled with lively commentary focusing on a range of topics including financial news and market updates.