Season 1
April 18, 2024
Another Reminder to Ignore the Forecasts
While the debt doomers circle, we’ll examine why no one is good at forecasting and why widely acceptable notions of cross-asset correlations are wrong. We’ll also focus on the market's strengths and discuss the incredible po…
April 11, 2024
CPI Day! Inflation, EVs, and Masters Picks
New CPI data is here, and the economy continues to run hotter than the market was expecting. What does that mean for the Fed cuts we’ve been talking so much about? And are we now in a position to be more accommodative if the…
April 4, 2024
The Scoreboard Looks Good After the First Quarter
We’ll react to Jerome Powell’s post-Quarter 1 comments and look at inflation and the economy related to oil/gas, real estate, and commodities prices. We’ll then look at strong financial numbers coming out of Mexico and progn…
March 27, 2024
Creating Wealth Through Long-Term Holds
We’ll start with the flurry of current event news, from the Baltimore Bridge to Trump’s new SPAC. We’ll then look at the FOMO effect of positive markets and discuss how long-term holds can be a time-tested tool to grow your …
March 23, 2024
The Roaring 20s Minus the Vibes
We’re beginning to sound like a broken record as we record each week coming off more market highs. We’ll discuss how Crypto has roared back after making it through multiple speculative cycles. We’ll also review the positivit…
March 14, 2024
The Historic Rally Continues
With the markets at all-time highs and earnings rising in tandem, we’ll look at why and how the narrative changed so drastically over the last 6 months. Plus, we’ll discuss recession risks being taken off the table with comm…
March 8, 2024
Is the Market in Need of a Breather?
This week, we’ll start with the latest jobs report and examine NVIDIA’s wild ride over the last two weeks. We’ll then discuss troubles with Apple and the airline industry and address concerns that the Fed will lower rates to…
March 1, 2024
Why the Risk Appetite Has Returned
We’re coming off of another good market month. Bitcoin is back. People can’t get enough AI stocks. Vibes are high, and we’ll look into why that’s the case. We’ll then discuss how/why we should hedge that optimism with histor…
Feb. 23, 2024
Price Matters: AI Mania and Investing in Market Highs
NVIDIA is the story of the week. We’ll look at their rising market cap and why price matters more than hype when it comes to new hot sectors like AI. We’ll also discuss practical AI uses, from big banks to our personal relat…
Feb. 15, 2024
A Real Estate Market Update With Seth Johnson of 388 Ventures
During the Mardi Gras break, we welcome on Seth Johnson, a partner at 338 Ventures. With his wealth of real estate experience and insight, he’ll tell us about the impact of COVID and how it got us to this point. We’ll discus…
Feb. 8, 2024
The Bears Are Coming Out With a Vengeance
Happy early Mardi Gras from New Orleans! Before we head into a weekend of floats and football, we question why we’re hearing so many economic bears coming out of the woodwork. In that vein, we’ll look at potential bearish in…
Feb. 1, 2024
Episode Number 100!
Thanks for joining us each week for 100 episodes of the Lagniappe Podcast. We’ll continue our conversation from last week about small and large caps and what it means to have such a large gap between them. We’ll then look ba…
Jan. 24, 2024
Has the Bull Market Arrived?
Coming off the heels of hitting a new high for the S&P 500, we’ll talk about how, why, and what it means that we are in a bull market. We’ll then examine the latest on earnings, inflation, and the effect of a massive cash su…
Jan. 19, 2024
Are We in a Time of Vibespansion?
2024’s markets have gotten off to a choppy start, but that hasn’t stopped economists from calling this a period of vibespansion. We’ll look into the merits of that notion as well as how fixed debt is working to the advantage…
Jan. 12, 2024
What the Market Taught Investors in 2023
Heading into a big NFL weekend, we look at the wins and losses and what we learned from the market in 2023. We also chat about conflicting inflation data leading to renewed calls for recession. We then finish with a blitz of…
Jan. 5, 2024
Betting on Humanity and a Diversified Portfolio
Happy New Year from Stokes Family Office. We kick off the new year by looking at what historically happens after a good market year and pose the question, are we better off simply expecting positive performance? We’ll then d…
Dec. 22, 2023
Recapping 2023 and Looking Ahead to 2024
As we head into Christmas, we’ll discuss whether or not we’ve already seen our Santa Claus rally. We’ll then dive into core CPE numbers and take our weekly look at inflation. Finally, we’ll review the biggest narratives of 2…
Dec. 15, 2023
Is The Market Declaring Victory Too Soon?
There’s a narrative brewing that the market has beaten inflation/a recession, but we’ll look into why the game is not over yet. We’ll also examine the coiled spring of small and mid-caps, how this bear market stacks up histo…
Dec. 8, 2023
2023 Was an Earnings Story
Amidst a cloud of public negativity, we’ll combat the perma-bull narratives and go through a list of things you don’t see in a recession. We’ll then discuss why we might need to consider skipping our typical “rules of thumb”…
Dec. 1, 2023
What Does Record Travel & Shopping Mean For the Economy?
We dive straight into the bond market as it comes off its best month in the last 40 years. We’ll then discuss how interest rates are affecting residential & commercial real estate markets differently, what the Fed’s next mov…
Nov. 21, 2023
What We’re Thankful For
As we look forward to Thanksgiving, we start by saying what we’re grateful for including being American at this point in time of history. We’ll then juxtapose that with what’s going on in one of our favorite countries, Argen…
Nov. 16, 2023
The Market is a Great Teaching Tool
After another positive week in the markets, we’ll go through our weekly inflation check-in, re-examining our own opinions over the past year and looking ahead to what the Fed can/will do next. We’ll then take note of the big…
Nov. 10, 2023
The Earnings Cycle Continues to Improve
After a volatile, but positive past week, we’ll discuss comments from Jerome Powell and how the Fed continues to drive the markets while earnings continue to grow. We’ll also reexamine fearmongering prognostications and why …
Nov. 1, 2023
Halloween, Hedge Funds, and a Hopeful Look at the Future
Happy All Saints’ Day from the home of the Saints. After recapping Halloween from Uptown New Orleans, we’ll jump into a discussion on the secrecy of some of the largest hedge funds. We’ll then look at the intertwined relatio…