Episodes

Today, Doug and Greg speak with Phil Huber, the Head of Portfolio Solutions at Cliffwater. In this timely discussion, they’ll touch on the evolution, current state, and future outlook of private credit, including its origins,...

Somehow, three months have already come and gone, and what a quarter it was. Doug and Greg give updates on the market’s turbulent reaction to the Iran conflict with a hopeful outlook for Q2. They also touch on getting back to...

This week, Greg and Doug Stokes discuss how the market is reacting to nearly a month of the Iran conflict and the potential for an impending diplomatic solution. They also analyze timing the stock market’s worst and best days...

Greg and Doug Stokes analyze the recent escalation in the Middle East, the impact on global markets, how oil could affect inflation, and what lessons we’ve learned so far. They also dig into the role that finance media and so...

After ten days of conflict involving Iran and the broader Middle East, the Stokes brothers break down the impact on global oil markets, where prices surged and then retreated during a volatile week. They also explore the poli...

Greg and Doug analyze the recent escalation in Iran-US-Israel tensions, discussing modern military actions, market reactions, and future implications. They also break down how geopolitical shocks affect asset classes and the ...

After an AI doomsday report shook Wall Street, Doug and Greg Stokes break down how they see the future of work and AI playing out and why a diversified portfolio is the measured response to charlatan predictions. They also ex...

On Muses Thursday in New Orleans, Doug and Greg Stokes look at declining rental prices and forward-looking real estate value, and make predictions for what this data means for rate cuts. The guys also discuss human behavior w...

This week, we’re celebrating Family Gras weekend in New Orleans and our 200th episode! Doug and Greg delve into the recent volatility in the stock market, particularly concerning technology companies, and how AI efficiency is...

This week, Doug and Greg Stokes look at the year-over-year shift in market dynamics, from large-cap US stocks to commodities and consumer staples. They also discuss earnings news, particularly involving Microsoft, Meta, and A...

Greg and Doug Stokes discuss the most recent news surrounding Greenland, tariffs, and whether or not it’s all a smoke screen for acquiring rare earths. They also delve into the rise of Chinese automotive companies, the perfor...

+ Federal Reserve Independence, AI Bubble Talk, & More

Plus a 2026 Market Outlook

In this Holiday edition of the Lagnaippe Podcast, Greg and Doug Stokes discuss the biggest economic trends of 2025, including the rally in precious metals, the volatility of Bitcoin, and the resilience of the US economy/consu...

As we approach the end of 2025, Greg and Doug reflect on recent market volatility, particularly in the AI sector. They also discuss predictions from last year and the upcoming year, including trends in electric vehicles and p...

It’s been a busy week in the markets. Doug & Greg jump in with the big news of SpaceX’s potential IPO in 2026 and what that could mean for next year’s blow-off top. They also discuss the Federal Reserve's recent rate cut, whi...

Doug and Greg are back after a Holiday break. They continue the weekly AI conversation with 2026 predictions, potential IPOs, and Google’s rising market strength. They also discuss recent geopolitical events in Venezuela and ...

+ what Americans will be talking about over Thanksgiving dinner

+ AI Investment Return & Inflection Bubbles

After lamenting the struggles of our local sports teams, Doug and Greg delve into the New York City mayoral results and the economic implications. The conversation shifts to economic updates, including jobs, inflation, intere...

In this Halloween week edition of Lagniappe, Greg and Doug discuss market momentum following the Fed’s latest rate cut, a thaw in U.S.–China trade tensions, and standout corporate earnings. They explore how AI-driven producti...

We continue our weekly trend of talking about markets hovering around all-time highs and the AI revolution. We start with what’s driving the positivity in the bond and stock markets and what the rent growth numbers tell us ab...

America's AI Domination & This Era Leading to Prosperity

+ Why We're Optimistic Short- and Long-Term