CPI Day! Inflation, EVs, and Masters Picks

New CPI data is here, and the economy continues to run hotter than the market was expecting. What does that mean for the Fed cuts we’ve been talking so much about? And are we now in a position to be more accommodative if the market does stall? All of that, plus global parenting trends and our hopes for Tiger at Augusta. 

Key Takeaways

• [00:17] - CPI Day + Will they or won’t they make cuts?
• [05:20] - The inflationary impacts of insurance costs
• [11:24] - Trump’s SPAC & the return of meme/bitcoin
• [16:45] - EVs + the future of self-driving
• [19:10] - Why the U.S. economy has yet to break
• [25:48] - Parenting data + Masters picks

Links

• Stocks hit by Fed-pivot rethink as oil climbs
• $DJT share price “is back to the level it debuted at on March 26th
• US sees missile strike on Israel by Iran, proxies as imminent
• The average price of a used Tesla has declined 21 months in a row
• Peccatiell: With all the rate hikes, why hasn’t the U.S. economy broken?
• Parenting has become far more intensive in most developed countries

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.