Lagniappe

Episodes

14
May 3, 2022

Inside the Mind of a Homebuyer and a Look on the Bright Side

Despite dealing with the aftermath of a global pandemic, an unpredictable stock market, and record-breaking inflation, life in 2022 may not be as bad as you think it is. 150 years ago, the richest people in America didn’t have easy access to basic commodities like air conditioning and ice, not to mention apps that deliver food and streaming services playing everything you can imagine. Rising interest rates, higher mortgage payments, and a low inventory can make it feel like a crazy time to be...
13
April 26, 2022

Staying Sane Through Volatile Markets

If the past few months have reminded us of anything, it’s that market volatility is constant and unpredictable. With the spread of information accelerating faster than ever, global volatility now matches that of the market in (seemingly) real-time. So it’s no surprise that such upheaval takes a toll on our psyche as investors. But if there’s one thing we can predict, it’s that volatility isn’t going anywhere and we have to prepare for it, financially and mentally. Although it sounds like an ox...
12
April 19, 2022

The Opportunity in Opportunity Zones with Joe Truhe

With America more divided than ever before, few things have the power to bring together both sides of the political spectrum. The Opportunity Zone program is one of those rarities specially designed to satisfy political opposites. Not to mention, dramatically improving the community around us. But some businesses and individuals are hesitant about holding an investment for 10 years, or maybe they only remember the policy’s flawed origin story. An expert on all things Opportunity Zones, Joe Truh...
11
April 12, 2022

Becker Hall and Barrett Cooper: Why Audiences Still Crave a Live Experience

If there’s one industry that’s been uprooted since March 2020, it’s live entertainment. Just as leaders within tourism and hospitality have struggled to regain ground, runners of festivals and owners of live theaters have unleashed a wheelhouse of creativity just to stay afloat and continue serving the communities and artists around them. In this episode, Greg and Doug talk with Becker Hall, CEO of Hogs For The Cause, and Barrett Cooper, COO of ERG Enterprises. Although Becker manages the unpr...
10
April 5, 2022

Russian Invasion: Ramifications on Inflation and the Markets

In this episode, Doug and Greg discuss the recent market volatility and ramifications of the Russian invasion of Ukraine. Learn more at lagniappepodcast.com. Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts LagniappePodcast.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not inte...
9
March 29, 2022

Economic Development and Trends in New Orleans with Peter Ricchiuti

In this episode, Doug and Greg talk with Peter Ricchiuti, Founder and Director of Burkenroad Reports. Peter started Tulane’s nationally acclaimed student stock research program Burkenroad in 1993. Since then, he has mentored hundreds of students about underpriced and overlooked stocks in southern states. Before that, Peter also served as the Chief Investment Officer for the state of Louisiana. Peter talks with Doug and Greg about overlooked stocks, the impact of the pandemic on the decline in ...
8
March 22, 2022

Understanding Argentinian Markets with Santiago Solanet

Argentina just struck a deal with the International Monetary Fund (IMF) to give the South American country some “breathing space” for the next few years to pay off debt. From an Argentinian expert’s perspective, how is it looking for the economy and more importantly, to its people? In this episode, Doug and Greg talk with Santiago Solanet, Senior Investment Analyst at BlackTORO Global Investments. Santiago is known for monitoring and analyzing the local and global economic situation of the Arge...
7
March 15, 2022

Examining Historical Investment Cycles with Jamie Catherwood

In this episode, Doug and Greg talk with Jamie Catherwood, Client Portfolio Associate at O’Shaughnessy Asset Management. Jamie has a deep fascination with and expertise in finance history. Throughout the years, he’s shared finance content that goes in-depth to help investors make better and more evidence-based financial decisions. Jamie talks with Doug and Greg about the importance of financial history in strategizing portfolios, and insights on innovation entering deep value territory. Key Ta...
6
March 8, 2022

Understanding Inflation and Countercyclical Indexing with Cullen Roche

In this episode, Doug and Greg talk with Cullen Roche, Founder and Chief Investment Officer at Discipline Funds. Aside from advocating for rebalancing portfolios with low-fee, tax-efficient funds, Cullen also writes about the macroeconomy and investing strategies through his blog, Pragmatic Capitalism. Cullen also advises on the overall impact of inflation in the current market. Cullen talks with Doug and Greg about inflation, economic cycles, and countercyclical indexing with ETFs. Key Takea...
5
March 1, 2022

Political Uncertainties and Market Conditions

In this episode, Doug and Greg talk about the effect of electoral party systems and politics on the markets, and the promising investment opportunities in New Orleans. Key Takeaways [00:42] - How do politics affect the markets? [05:11] - How the market behaves amid political uncertainties. [07:59] - Why markets don’t like uncertainties. [12:06] - Current living conditions in New Orleans. [18:03] - Promising investment opportunities in New Orlean. Quotes [03:48] - “That's the beauty of the...
4
Feb. 22, 2022

Diversification, ESG Investing, and Inflation

Doug and Greg talk about why the cure to inflation is inflation, and why US stocks continue to outperform international stocks. Key Takeaways [00:28] - 2022 kicks off with a consumer price rise. [05:31] - Why Doug believes the Federal Reserve is very market-facing. [09:49] - The cure to inflation is inflation. [12:13] - Efficient automobiles: from gasoline to electric. [13:04] - What is ESG investing? [14:12] - The rule of the commodity market. [15:50] - What's a commodity supercycle? [...
3
Feb. 15, 2022

Investing vs Speculation: Tempering the Blockchain Hype

In this episode, Doug and Greg discuss everything you need to know about the blockchain, cryptocurrency, and digital assets—its speculative market, its stance against looming inflation, and its promise to be the currency of the future. Key Takeaways [00:42] - The triple threat of policy tightening. [02:05] - Insights on unemployment during COVID. [06:04] - The need for focusing on continued ability to grow amid the pandemic. [07:40] - What transpired in the downfall of Peloton? [10:38] - W...
2
Feb. 8, 2022

Rate Hiking Cycle, Housing, and Business As Usual In 2022

In this episode, Doug and Greg talk about the rate hiking cycle as we enter 2022, the truth about debt and the affordability of housing, the impact of monopoly capitalism, and the new business investor mindset amid a pandemic. Key Takeaways [00:55] - Ken Fisher’s insights on the rate hiking cycle of 2022. [03:51] - There is no rule of thumb in markets. [06:29] - Debt and affordability in housing. [08:25] - How Amazon remains on top. [09:47] - How the smallest Airpods became as big as all o...
1
Feb. 1, 2022

The Impact of Financial Forecasting and Market Corrections

Investors’ decisions are mostly based on financial predictions made by so-called experts. So, when the news broke that we were about to enter a pandemic, investors and advisors were in shock. How do investors move forward when modern society is suddenly afflicted by an uncontrollable peril like COVID-19? In this episode, Doug and Greg talk about the risks of poor financial forecasting, the truth about market corrections, and the true indicators for smart investing practices. Key Takeaways [02...
Jan. 22, 2022

Introducing: Lagniappe!

Lagniappe is a new podcast hosted by Greg Stokes and Doug Stokes, brothers and partners in Stokes Family Office, a New Orleans wealth management firm. Lagniappe is a word derived from the South American Spanish phrase la yapa, which means “a little something extra”. Although this is an old custom, it is still widely practiced in Louisiana. We created this podcast to be a little something extra for our listeners, friends, and clients. We want to share some of our passions and insights about lif...