Episodes

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...

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...

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...

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? [...

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...

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...

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...

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...