Season 1
Sept. 19, 2024
Navigating the Current Macro Landscape with Kyle Bass
This week, Doug and Greg Stokes interview Kyle Bass, Founder & Chief Investment Officer of Hayman Capital Management, and a prominent macro strategist. They discuss the current economic landscape, the implications of Federal ...
Sept. 10, 2024
What Does a Soft Landing Look Like?
As we brace for the first hurricane of the season, we hope everyone in the storm’s path stays safe. This week, Greg & Doug Stokes discuss what a soft landing for the market means and the challenges faced by urban areas and th...
Sept. 5, 2024
Talking Hydrocarbons with Walker Moody of Pickering Energy Partners
This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker als...
Aug. 29, 2024
Rate Cuts Are Coming. Now What?
With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that aff...
Aug. 22, 2024
Evan Loomis on Protecting the World, AI, and Living on the Moon
This week we had a fascinating chat with Evan Loomis, General Partner at Overmatch and Founder of ICON. We discuss investing in our defense and how the U.S. strategy is moving from big to small and from expensive to cheap. He...
Aug. 16, 2024
Narrative Ping Pong: Recessions and All-Time Highs
After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech, ...
Aug. 7, 2024
Recapping a Wild Week in the Markets
What a week! Morgan Housel called this the biggest market decline since the last one you don't remember or care about. With talk of a flash crash happening and a recession looming, we’ll look at how Warren Buffet, Apple, and ...
Aug. 1, 2024
Don’t Let Politics Drive Your Investment Agenda
There is a lot happening! Doug and Greg are back solo this week to talk about the markets. We’ll examine the affordability and performance of stocks outside of the Magnificent Seven. We’ll also look at AI and ask if the bubbl...
July 25, 2024
An Energy Investment Conversation with Fortress Energy Co-Founder, Jordan Strebeck
We’re pleased to welcome Jordan Strebeck, Co-Founder and Managing Partner of Fortress Energy, to the Lagniappe Podcast. Jordan walks us through his background, from New Mexico to Harvard to Midland, and why he chose to focus ...
July 18, 2024
Talking Private Equity with Permanent Equity CEO Brent Beshore
We sat down for a fascinating conversation with Permanent Equity Founder and CEO, Brent Beshore. Brent is a pioneer in the micro private equity space so we loved picking his brain on how/why he created PE’s unique model, thei...
July 3, 2024
What the 4th of July Means to Us
Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the...
June 27, 2024
Thinking About the Markets Like Roger Federer
It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a deb...
June 18, 2024
Looking Back at the (Almost) First Half of 2024
This episode is all about where we are vs. where we thought we’d be as we near halftime of 2024. Are we surprised by no rate cuts? Could a bullish real estate environment be on the horizon? Why isn’t there more news/outcry ov...
June 12, 2024
Regional Banks, Stock Splits, and Apple AI
As volatility returns to regional banking, we’ll look at what the markets are telling us about the probability of a soft landing. We then say goodbye to Siri and hello to Apple’s new AI features and discuss the ins and outs o...
June 6, 2024
Can Softening Data Lead to a Tailwind of Growth?
As economic data continues to show softness, we predict what that means for rate cuts potentially coming this summer. We’ll look at oil prices and discuss why whether you’re making business or vacation plans, the stability of...
May 30, 2024
Is NVIDIA the Cisco of Today’s AI Age?
NVIDIA is officially the financial story of the year so far, and we’ll look at what it means for the economy as a whole and the future of AI. And with advancements in tech, we’ll examine how that affects data usage and why co...
May 23, 2024
General Optimism Has Been the Recipe for Success
As we head into Memorial Day Weekend, we’ll touch on some of the biggest headlines including Trump’s Media company woes and an endless shrimp promotion leading to bankruptcy for Red Lobster. And with the bears dropping out of...
May 17, 2024
Shelter Continues to Drive Inflation
As markets hit all-time highs again, we’ll look at shelter being the key driver of inflation. We’ll also touch on Roaring Kitty, meme stocks, and why you can’t gamble on the markets. We’ll finish with the Scottie Scheffler st...
May 10, 2024
In the Grand Scheme of Things
We jump into a conversation we recently had about the inverted yield curve and what it means as a recessionary signal plus, why the charlatans and doom-and-gloomers continue to pop up. We’ll then take a trip down memory lane,...
May 2, 2024
The Market Reacts to Fed Day
As earnings and economic growth deliver above expectations, the market is digesting new information from Jerome Powell and the Fed that rate cuts aren’t coming soon. We’ll look back at the last 30 years of returns and ahead t...
April 25, 2024
Sticking With a Game Plan
It’s peak season in Nola with Jazz Fest, the Zurich Classic, the Pels in the Playoffs, and town is buzzing. We’ll zoom out to examine what all that spending means for the national economy. We’ll also look at wide-breadth mark...
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 pow...
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 progno...