Episodes
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…
Aug. 22, 2024
Evan Loomis on Protecting the World, AI, and Living on the Moon
This week we had a fascinating chat with Evan Loomis, General Partner at Overmatch and Founder of ICON. We discuss investing in our defense and how the U.S. strategy is moving from big to small and from expensive to cheap. H…
Aug. 16, 2024
Narrative Ping Pong: Recessions and All-Time Highs
After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech,…
Aug. 7, 2024
Recapping a Wild Week in the Markets
What a week! Morgan Housel called this the biggest market decline since the last one you don't remember or care about. With talk of a flash crash happening and a recession looming, we’ll look at how Warren Buffet, Apple, and…
Aug. 1, 2024
Don’t Let Politics Drive Your Investment Agenda
There is a lot happening! Doug and Greg are back solo this week to talk about the markets. We’ll examine the affordability and performance of stocks outside of the Magnificent Seven. We’ll also look at AI and ask if the bubb…
July 25, 2024
An Energy Investment Conversation with Fortress Energy Co-Founder, Jordan Strebeck
We’re pleased to welcome Jordan Strebeck, Co-Founder and Managing Partner of Fortress Energy, to the Lagniappe Podcast. Jordan walks us through his background, from New Mexico to Harvard to Midland, and why he chose to focus…
July 18, 2024
Talking Private Equity with Permanent Equity CEO Brent Beshore
We sat down for a fascinating conversation with Permanent Equity Founder and CEO, Brent Beshore. Brent is a pioneer in the micro private equity space so we loved picking his brain on how/why he created PE’s unique model, the…
July 3, 2024
What the 4th of July Means to Us
Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and th…
June 27, 2024
Thinking About the Markets Like Roger Federer
It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a de…