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Episodes

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...
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 volatilit...
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 major...
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”. P...
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 housing...
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 f...