Episodes
Aug. 22, 2025
The Jackson Hole Effect
While Jerome Powell and the Fed held their annual meeting, we discussed the implications of expected Fed rate cuts. We also delve into the dynamics of real estate in a post-COVID world with the rise of data centers, the chall...
Aug. 15, 2025
History Doesn't Repeat, But It Rhymes
We begin this week by looking at inflation indicators like CPI, PPI, and tariffs. We also examine the impact of AI on employment, stagnation in the housing market, shifting consumer behaviors, and migration-altering taxation,...
Aug. 6, 2025
Jobs, Tariffs, & IPOs
We dig into the latest jobs report that showed a significant decline in new jobs. We’ll also analyze the minimal effect that tariffs have had on inflation and the economy as a whole, and how the Fed can and should react with ...
July 31, 2025
Markets Continue to Shrug Off Geopolitical Disruption
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 ...
July 17, 2025
Jamie Dimon, Private Credit, and Long-Term Inflation
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, ...
July 10, 2025
Market Concentration, Tech Domination
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...
July 2, 2025
Celebrating the 4th With Market Recovery Fireworks
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...
June 25, 2025
Robert Watson On The Car Business: Yesterday, Today, & Tomorrow
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...
June 18, 2025
Beating The Drum For Long-Term, Diversified Strategies
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...
June 12, 2025
Inflation Is A Yesterday Story
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...
June 5, 2025
Critiquing Forecasts, Praising Innovation
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...
May 22, 2025
Does the Moody’s Downgrade Matter?
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...
May 15, 2025
Roaring Back: The Market & The State of Louisiana
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...
May 7, 2025
Warren Buffett Retirement & The Market Rebound
+ AI Investment, Stagflation, and the Fed's Role in Market Direction
April 23, 2025
The Economic Ripple Effect of Tariffs
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...
April 9, 2025
Financial Planning in Times of Stress
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...
April 4, 2025
Q1 Review, Liberation Day Fallout, & A Push For Diversification
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....
March 28, 2025
Wrapping Up a Choppy Q1
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...
March 20, 2025
The Market Reacts to Fed Day
Inflation and Interest Rates, Bond and Global Markets, and the U.S. Housing Market
March 14, 2025
Diversification Works
Market corrections, recession narratives, and government spending
March 7, 2025
Historical Context On Market Blips
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...