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 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...
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...