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Episodes

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 24, 2025

Nearing the Market Exuberance Cycle

AI Capex & IPO Windows
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 29, 2025

The Tariff Ruling And The AI Revolution

+ the Housing Market Undergoes a Major Shift
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 29, 2025

Climbing the Wall of Worry

Looking back on a month for the record books
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...
Feb. 28, 2025

Mardi Gras Parades are Rolling While the Market Slows

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 ...
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 surpr...
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 caps...