Greg and Doug Stokes start this week’s discussion with trade deals with the European Union and South Korea and the significant earnings reports from major tech companies like Meta and Microsoft. They also look at the massive ...
The Stokes Brothers explore the rise of private credit as a trending asset class, its risks and rewards, and the implications of JP Morgan's $50 billion investment into the space. They also discuss the Fed Chair tit-for-tat, ...
Greg and Doug reflect on the recent tragedy in Texas before diving into the current state of the markets with a focus on the rise of tech giants like NVIDIA and their outsized impact. They explore big tech’s market concentrat...
Happy Independence Week! We begin this week’s pod by discussing the remarkable recovery of the S&P 500, emphasizing the importance of maintaining a steady, long-term investment strategy. With that in mind, we’ll examine a stu...
Greg and Doug Stokes interview Robert Watson, a veteran of the car business and former owner of Watson Quality Ford in Jackson, Mississippi. Robert shares his journey in the automotive industry, starting from his father's leg...
While we await updated Fed Day data, we renew our call for the Fed to cut rates, discuss the muted market response to international conflicts, and examine the important role of bonds in providing stability in investment portf...
Doug and Greg dive into the most recent inflation data, which was softer than expected, examining how and why disinflation is currently taking hold in the economy. Taking in real-time shelter numbers, they also discuss the li...
Doug and Greg begin this week’s episode with a critique of Jamie Dimon's forecasts regarding the bond market and financial predictions in general. They explore the rise of autonomous driving technology, the world-changing imp...
This week, we’re focusing on the impact of Moody's downgrade of the US credit rating. How did the market react? Does it raise real concerns? Does it have real long-term effects? We’ll also delve into the implications of the n...
The last 40 days have seen the market sharply decline and come roaring back, and now, the market is positive on the year. We’ll look at how pending trade deals and tariff reductions have positively impacted the markets and di...
We’re back from Spring Break, and…there’s a lot to catch up on! We dive right into the market volatility driven by tariff-related news and its implications for the economy. We’ll discuss the overwhelming need for certainty, t...
There’s only one thing to talk about this week. We discuss the recent volatility surrounding tariffs and the implications for investors. We explore historical trends during periods of uncertainty, the opportunities that arise...
In the aftermath of “Liberation Day”, we discuss the market reactions to the tariffs announced by the Trump administration, the implications for economic growth, and the importance of diversification in investment strategies....
Greg and Doug Stokes discuss a first quarter filled with volatility, focusing on the performance of the Magnificent 7 companies and how market corrections are normal and often lead to better valuations. We’ll analyze consumer...
With the news swirling about S&P 500 declines, we dig into why market corrections are a normal part of financial cycles and why diversification is proving effective in the current environment. We’ll also dig into the performa...
Although we’re only 3-4% off market highs, investor sentiment has recently turned quite bearish, especially given a turbulent macro environment. We’ll look back on the first two months of the year, analyzing the fluctuations ...
Throw me something, mister! It’s Mardi Gras time in New Orleans, and we’ll talk about what that means for the city’s culture and what a great family-friendly time it is. We then transition to a broader discussion on the surpr...
We begin this week by discussing the two biggest stories: inflation and tariffs. We’ll also delve into the performance of retail stocks, the influence of GLP-1 medications on fast food sales, and the performance of small caps...