Episodes
Oct. 11, 2022
Market Review, Speculations, and Outlook for Financial Markets
The market has continued to be volatile over the last month. This situation has left many investors wondering what they can expect in the coming weeks and months. Despite speculation surrounding investment banks, the financia...
Oct. 4, 2022
A New Path to Leadership Success with Michelle Johnston
Historically, leaders communicated with their employees in a transactional and hierarchical manner. However, these tactics no longer work in today's environment. The traditional, command-and-control leadership style is no lon...
Sept. 27, 2022
The Impact of Inflation on Commodities, Businesses, and the Stock Market
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 through...
Sept. 20, 2022
Multi-Generational Wealth Stewardship with Jason Baker
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 g...
Sept. 13, 2022
The Beauty of Investing in Real Estate with Drew Pearson
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 be...
Sept. 6, 2022
The Unforeseen Consequences of ESG Investing
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 i...
Aug. 30, 2022
Inflation Trends and The Stock Market
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 fut...
Aug. 23, 2022
Debunking Market Myths
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 ove...
Aug. 16, 2022
Jamaul Ford: Combining Entrepreneurship With Service in New Orleans
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 alongside...
Aug. 9, 2022
Predicting Our Economic Future
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’...
Aug. 2, 2022
Spending, Statistics, and Why Midterms Matter
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 v...
July 26, 2022
Positivity and Problem Solving with Richard Chen
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 ...
July 19, 2022
Optics, Opportunity, and the Stock-Based Psyche
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 recess...
July 12, 2022
Understanding America’s History and Modern Markets
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 tha...
July 5, 2022
Creating Financial and Humanitarian Change with Jonathan Shafer
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 ...
June 28, 2022
Funding Contentment with Brian Portnoy
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 fina...
June 21, 2022
Wes Gray: Merging Education, Investing, and the Marine Corps
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 degre...
June 14, 2022
A Crash Course on Crypto with David Chase
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 a...
June 7, 2022
Life and Money Through a Latin American Lens with Ian Bezek
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 Lati...
May 31, 2022
Family Business Done Right with Vito Cinque
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....
May 24, 2022
Learning From Our Past: Who to Trust and When to Buy
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 to...
May 17, 2022
Beating Your Brain and Investing Smart
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 downti...
May 10, 2022
Predicting an Unpredictable Market
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 incr...
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 hav...