Mar 13, 2019
In this inaugural episode of the OTR Global Podcast, John O'Donoghue (Director of Equities) together with Jon Gates (Director of Energy & Materials Research) and Jarrett Harris (Director of Cyclicals Research) discuss how our stories in those industries have held up post Q1 earnings and which have yet to play out. How have our sources been affected by tariffs within the industrial and agricultural world? There is a growing debate whether the United States will be able to grow economically despite the rest of the world slowing down. What is our work showing us?