Episodes
The Impact of Inflation on Commodities, Businesses, and the Stock Market
Sept. 27, 2022
Inflation is commonly discussed in terms of its impact on commodity prices. However, its effects go much deeper than that. Businesses, the stock market, and even interest rates are affected by it. As inflation ripples throug…
Multi-Generational Wealth Stewardship with Jason Baker
Sept. 20, 2022
For centuries, families have passed down their wealth from one generation to the next. However, with the modern-day challenges, the need for a more formalized approach to multi-generational wealth stewardship has never been …
The Beauty of Investing in Real Estate with Drew Pearson
Sept. 13, 2022
Real estate has long been considered an attractive asset class by investors for several reasons. This investment offers many benefits, including high returns, stability, and inflation protection. With real estate investing b…
The Unforeseen Consequences of ESG Investing
Sept. 6, 2022
The focus on Environmental, Social, and Governance (ESG) investing has grown in recent years as more investors are looking to put their money into companies that align with their values. While this investment can positively …
Inflation Trends and The Stock Market
Aug. 30, 2022
The stock market is often seen as a leading indicator of economic activity, with movements in share prices reflecting changes in underlying conditions. For this reason, analysts closely watch stock markets for clues about fu…
Debunking Market Myths
Aug. 23, 2022
What are the narratives in the market? Bullish or bearish? This is a question that is always on the mind of investors. The stock market is constantly bombarding investors with news, analysis, and commentary, and it can be ov…
Jamaul Ford: Combining Entrepreneurship With Service in New Orleans
Aug. 16, 2022
In this episode, Jamaul Ford, a serial entrepreneur in New Orleans who runs High Level Speech and Hearing Center with his wife, Dr. Lana Joseph-Ford, talks with Greg and Doug about launching a product-based business alongsid…
Predicting Our Economic Future
Aug. 9, 2022
This week, Doug and Greg discuss the confusing state of today’s economy, their predictions for economic growth and recovery years down the line, how the Feds can successfully avoid an economic recession, which parts of today…
Spending, Statistics, and Why Midterms Matter
Aug. 2, 2022
This week, Doug and Greg discuss how consumers and big business are responding to sky-high inflation, which income bracket is struggling the hardest and which brands are selling out faster, the bright side to a recession in …
Positivity and Problem Solving with Richard Chen
July 26, 2022
This week, Richard Chen talks with Doug and Greg Stokes about overcoming obstacles and becoming a successful attorney, what the ultimate value-add is for both Rich and the advisors he serves, what prompted Rich to launch his…
Optics, Opportunity, and the Stock-Based Psyche
July 19, 2022
This week, Doug Stokes and Greg Stokes discuss the state of corporate America, why stock-based investors should treat dividends like rent, the fluctuation of global currency, and why the Federal Reserve is stoking your reces…
Understanding America’s History and Modern Markets
July 12, 2022
This week, Doug Stokes and Greg Stokes discuss the unique and successful American experiment, what’s going on with the U.S. housing market, when inflation will eventually end, and what they believe is an even bigger issue th…
Creating Financial and Humanitarian Change with Jonathan Shafer
July 5, 2022
In 2008, as a recession raged on in America, Jonathan Shafer believed it was time to make a difference elsewhere. After meeting a family searching for someone to launch an investment strategy company in West Africa, Jonathan…
Funding Contentment with Brian Portnoy
June 28, 2022
The happiness and contentment we feel surrounding money doesn’t end with the number in our bank account. Take it from Brian Portnoy, founder of Shaping Wealth, a financial wellness company that helps clients make smarter fin…
Wes Gray: Merging Education, Investing, and the Marine Corps
June 21, 2022
After spending years going through a tough academic program, one dissertation away from achieving a degree, Wes Gray chose to take a step back and join the Marine Corps. Following five years of service, Wes finished his degr…
A Crash Course on Crypto with David Chase
June 14, 2022
It’s no secret that cryptocurrency has been a trending point of contention for financial experts and the general public. But is it worth the hype or a bubble waiting to burst? David Chase of Crescent City Capital has become …
Life and Money Through a Latin American Lens with Ian Bezek
June 7, 2022
Sometimes, the best places to invest are the places no one’s looking. Ian Bezek has become an expert on under-the-radar places to spend his time and invest his money. Having spent the last eight years living in South and Lat…
Family Business Done Right with Vito Cinque
May 31, 2022
At the heart of Il San Pietro in Positano, one of Italy’s – and the world’s – finest hotels, is a family business with a fascinating story. Il San Pietro was built by Carlino Cinque when Positano was a simple fishing village…
Learning From Our Past: Who to Trust and When to Buy
May 24, 2022
What would you do with a family fortune? Taking a hard look at the downfall of the Vanderbilt dynasty tells us a few things about wealth, purpose, and the importance of a trusted financial advisor. History can tell us what t…
Beating Your Brain and Investing Smart
May 17, 2022
While times may feel unsteady and unpredictable, if you take a look through history, you’ll see these very market fluctuations repeated, time and time again. The tricky part is convincing your psyche to invest during a downt…
Predicting an Unpredictable Market
May 10, 2022
Bull or bear? Always the question and (almost) always difficult to answer. Especially in 2022. Between the Russia-Ukraine invasion, rising interest rates, and spiked inflation, the markets have been up and down. And it’s inc…
Inside the Mind of a Homebuyer and a Look on the Bright Side
May 3, 2022
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 ha…
Staying Sane Through Volatile Markets
April 26, 2022
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 i…
The Opportunity in Opportunity Zones with Joe Truhe
April 19, 2022
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 oppo…