Episodes
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 ...
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 loo...
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 fi...
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...
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 market...
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 ...
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 t...
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...
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 whe...
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...