Combating Charlatans With Diversification

After an AI doomsday report shook Wall Street, Doug and Greg Stokes break down how they see the future of work and AI playing out and why a diversified portfolio is the measured response to charlatan predictions. They also examine private credit trends and the real estate market as mortgage rates continue to fall, as well as the potential of corresponding headwinds to disinflation. 

Key Takeaways

• [00:17] - Tariff ruling + an AI doomsday report

• [06:13] - Private credit sector concerns amidst market volatility

• [08:38] - Combating charlatan predictions with a diversified portfolio

• [15:22] - Mortgage rates are following interest rates

• [20:05] - Headwinds to disinflation are coming

View Transcript

Links

• Viral Doomsday Report Lays Bare Wall Street’s Deep Anxiety About AI Future

• Robert Kiyosaki: The Boy Who Cried Crash

• Once America’s Most Affordable Rental City, Austin Is About to Get More Expensive

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

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• 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.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.