Episodes
Feb. 20, 2025
Can the Bull Market Deliver Another 20% Year?
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 surp…
Feb. 13, 2025
A Valentine’s Week Look at Inflation, CPI, Small Caps, & Real Estate
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 cap…
Feb. 7, 2025
It’s Super Bowl Weekend in New Orleans!
Our daily commutes include celebrity sightings these days which means it’s Super Bowl time in New Orleans. We’ll discuss the big game and why the Big Easy is such a great host. We’ll also give our analysis of market volatili…
Jan. 30, 2025
Recapping a Wild Week in AI Markets
Episode 150! As we look out our window watching New Orleans prepare and improve before the Super Bowl, we delve into the recent turmoil in the AI market, particularly the impact of a Chinese company's AI announcement on majo…
Jan. 24, 2025
Snowmageddon in New Orleans
We’re snowed in! We’ll discuss our experiences during a once-in-a-lifetime snow in New Orleans, analyze market reactions to Trump's presidency, and give prudent investment approaches as experts try to “predict corrections”. …
Jan. 16, 2025
Bonds and Bourbon
Greg and Doug continue last week’s conversation on bond market intrigue so far in 2025. They explore the implications of rising interest rates on bonds and the attractiveness of fixed-income investments compared to equities.…
Jan. 9, 2025
The First Episode of 2025
Doug and Greg begin with reflections on recent tragedies, including a terrorist attack in New Orleans and the devastating wildfires in California. They discuss the significant movements in the bond market, the ongoing housin…
Dec. 26, 2024
Argentina's Economic Transformation: A Convo With Santiago Solanet
Greg and Doug welcome back Santiago Solanet to discuss the current economic landscape of Argentina following the election of Javier Milei, nicknamed the Chainsaw President. They explore the historical context of Argentina's …
Dec. 19, 2024
Finding Value When the Market Feels Frothy
After a brief chat about Elf on the Shelf and TV recommendations, we dive into the current state of the markets to find pockets of value when valuations can feel stretched. We’ll also discuss the concentration of returns in …
Dec. 13, 2024
It’s Analyst Forecast Season
This week, we’ll begin our year-in-review as the analyst forecasts for 2025 start rolling in. We’ll balance those predictions by examining the volatility of the S&P 500 and the market’s historical performance. We’ll also con…
Dec. 6, 2024
The Growing Gap Between U.S. and International Economies
We’re bouncing around this week, starting with the recent surge in Bitcoin and market enthusiasm, although maybe not market-wide. We'll analyze valuations and dig into why the S&P 500's growth is largely driven by earnings a…
Nov. 22, 2024
The Growth of AI, Crypto, and Small-Caps
Doug and Greg Stokes begin this week's discussion with NVIDIA's recent earnings report, the ongoing AI race, and the implications of new data centers. They explore the characteristics of market bubbles, particularly in the c…
Nov. 13, 2024
Market Enthusiasm & Speculative Fervor
This week, Doug and Greg Stokes—Stokes Family Office Managing Partners—discuss market enthusiasm following the election, focusing on the rise of speculative assets like cryptocurrency and Tesla. They’ll delve into inflation …
Nov. 7, 2024
Reactions & Implications Post-Election
Greg and Doug Stokes chat about the surprising results of the 2024 election, where Trump emerged victorious, and the implications of this outcome on the market and economic policies. They analyze polling accuracy, market rea…
Nov. 1, 2024
What is AI’s Actual Investment Value?
Less than a week from voting day, we’ll analyze the tight race and the historical context of market performance/reactions. We’ll also talk about the evolving role of AI in corporate America and how we can place value on it f…
Oct. 22, 2024
Election Implications With 2 Weeks To Go
This week, we’ll discuss the rapidly changing political landscape as the election approaches, focusing on how market predictions and betting trends reflect potential outcomes. We’ll analyze the implications of different pres…
Oct. 17, 2024
Does the Market Care What Party is in Power?
Greg and Doug look at polling data and betting markets marking a shift that could be happening in the race. They’ll also examine historical data that shows the party in power does not significantly impact market performance.…
Oct. 10, 2024
What’s Next for the Young Bull Market?
With updated CPI data in hand, Greg and Doug discuss the juxtaposition of market highs and inflationary effects on consumer behavior and sentiment. They’ll also analyze the current bull market and its future projections, int…
Oct. 3, 2024
Geopolitical Tensions, Strikes, and Natural Disasters
A lot is certainly happening all over the world. This week, we discuss the current geopolitical tensions, particularly focusing on the Israeli attacks on Hezbollah and the subsequent reactions from Iran. We analyze the impac…
Sept. 25, 2024
The Market’s Reaction to the Fed’s Rate Cut
Doug and Greg discuss the recent 50 basis point rate cut by the Federal Reserve, analyzing its implications on the economy and the labor and real estate markets. They explore market reactions, economic indicators, and the bu…
Sept. 19, 2024
Navigating the Current Macro Landscape with Kyle Bass
This week, Doug and Greg Stokes interview Kyle Bass, Founder & Chief Investment Officer of Hayman Capital Management, and a prominent macro strategist. They discuss the current economic landscape, the implications of Federal…
Sept. 10, 2024
What Does a Soft Landing Look Like?
As we brace for the first hurricane of the season, we hope everyone in the storm’s path stays safe. This week, Greg & Doug Stokes discuss what a soft landing for the market means and the challenges faced by urban areas and t…
Sept. 5, 2024
Talking Hydrocarbons with Walker Moody of Pickering Energy Partners
This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker al…
Aug. 29, 2024
Rate Cuts Are Coming. Now What?
With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that af…