John's Podcast
Episodes
10 episodes
Current Municipal Impacts
Discussion with Tom Hession, Managing Partner, Riverbend Capital Advisors
The Current Wealth Management Perspective in Municipals-A Conversation with Matt Gastall
My guest, Matt Gastall, Executive Director of Wealth Management at Morgan Stanley explains the crosscurrents in the municipal market and where to find value. He opines that we have endured the pandemic and the market and the credits have emerge...
Causality in Municipals: A discussion with Tom Kozlik of Hilltop Securities, Inc.
In this installment, Tom Kozlik and I have a broad discussion about what is driving the municipal market presently. We concur that credit is the critical factor versus market factors. Tom makes observations on probable outcomes and where invest...
RIVERBEND MUNI CREDIT PODCAST-Observations about recent municipal "observations"
Much rhetoric today would lead one to believe that the march to oblivion in municipals is preordained. Although the credits are stressed, we will see a way out of the dilemma. That does not mean there will not be credit adjustments in the days ...
Municipal Bankruptcy: A conversation with Laura Appleby
Although municipal bankruptcy filings are rare, one may anticipate an increase given the status of local municipal finance since the onset of the pandemic. Laura Appleby who is a partner at the firm of Faegre Drinker Biddle & Reath has a fo...
Exploring the contrasts in the current municipal market- a conversation with Peter Delahunt
There are many forces pulling the municipal market in different directions at the moment. The popularity of taxable municipals is just one example. Low rates persist. The election is on the horizon and will affect municipals directly.Peter ...
Current Market Conditions in a Coronavirus Affected Municipal World
This session is a high level overview of current municipal market conditions and the effect of the coronavirus on all sectors and factors with Tom Hession of Riverbend Capital Advisors and John Hallacy of John Hallacy Consulting LLC.&n...
Improving Data Standards-a conversation with Liz Sweeney
Taking financial reporting and analytical tools to the next level requires improving Data Standards. This goal has been accomplished in other markets but not in municipals. Liz Sweeney of Nutshell Associates informs us of the steps and why such...