60% of the Time, It Works Every Time

The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve.

Key Takeaways

• [06:18] - Is there any merit to the US dollar losing its status as a reserve currency?
• [09:57] - Why is Bitcoin back up?
• [12:09] - The speculative mania behind new tech like AI
• [16:01] - What happens when the Fed stops its rate hiking cycle?
• [22:00] - US vs International performance; a shift from growth to value
• [27:05] - The financial impact of an aging population

Links

• Ryan Detrick - S&P 500 gains after a >7% Gain Q1 Historically
• Cullen Roche - Is the US dollar losing reserve status?
• Jurrien Timmer - The final Fed tightening cycle historically
• WP: How Silicon Valley Bank’s executives tweaked their risk model
• JP Morgan: USA vs EAFE relative performance
• Lawrence Hamtil
• Charlie Bilello: the % of Americans 65 and older

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts
• lagniappe.stokesfamilyoffice.com

Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.