Season 1
July 8, 2023
Jobs! Jobs! Jobs!
As we wrap up the week, we take a look at the June jobs report and how it may affect the calls for recession and the Fed’s actions moving forward. We’ll also dissect movement in the electric vehicle, T-Bill, and housing mark…
June 30, 2023
Heading Into Halftime of 2023
As we trot into the locker room at the halfway point of this year, we examine the competing ideology of calls for a recession vs. declining inflation leading to a bull market. We’ll also look at the economy’s resiliency, how…
June 23, 2023
Betting on the U.S. Economy
This week, we start by discussing the biggest story in the news, the Titan Submersible tragedy. We’ll also look at the transformation of real estate and stock markets and examine the go-forward outlook of the U.S. economy vs…
June 16, 2023
Jerome Powell, Elon Musk, and Indiana Jones
We discuss the new CPI data, look back at what the experts predicted, and hopefully put the Fed conversation to rest. We’ll also talk about the potential fading of oil demand and ESG importance, and close with our favorite I…
June 9, 2023
Are Messi and Taylor Swift Recession Indicators?
This week, we discuss the two biggest stories in not only the sports world but the world at large. We also dive into how people are living and spending their money and what that could mean for a recession as well as give upd…
June 2, 2023
Is AI the Bubble Du Jour?
Stokes’ Managing Partners start by revisiting a point from last week’s episode on down and sideways markets and whether they’re bullish or bearish on a go-forward basis. They’ll also join the discourse on the debt ceiling bi…
May 26, 2023
Cheerio! Updates on the Market and a Trip to London
Before we head into the holiday weekend, Greg and Doug Stokes discuss why and how so much has happened over the last two years with very little market movement. They also talk about the possibility of a bull market quietly b…
May 12, 2023
Advocating for Common Sense
Doug and Greg start this week by noting a pod prediction that came true in regard to the latest CPI/inflation numbers. They also look at current and past S&P 500 top 10 holdings to answer a hypothetical investment question o…
May 5, 2023
Taking (Another) Rate Hike
The Stokes Brothers are back this week to discuss their favorite topic, the Federal Reserve. They question the Fed’s decision to raise rates again, look at the latest bank failure, and examine how these occurrences may slow …
April 28, 2023
Sports Cards and Memorabilia with Author Steve Lane
This week, the guys are joined by a very special guest. Steve Lane is the author of Mickey Mantle: A Life In Memorabilia which chronicles the life and career of Mickey Mantle through the items in Steve’s extensive collection…
April 21, 2023
The Glass-Half-Full View of What Could Be the Next Recession
After a Spring Break vacation, the guys are back in the studio to catch you up on all the financial happenings around the globe. They discuss how remote work and office space vacancies are affecting the commercial real estat…
April 5, 2023
60% of the Time, It Works Every Time
The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of cou…
March 31, 2023
A Bull Market Is Built on a Wall of Worry
The guys take a look back at a crazy 1st quarter that has shown the market’s resilience. They discuss where the banking industry goes from here, how commercial real estate could factor into that, and how this first quarter w…
March 23, 2023
It’s Fed Day (Again)!
The guys once again turn their attention to Jerome Powell, Janet Yellen, and what the Fed will do in the wake of the recent bank failures. They dive into the global effects of those collapses including what happened with Cre…
March 15, 2023
The Run on Silicon Valley Bank
No doubt, you’ve heard about the collapse of Silicon Valley Bank. But do you know how it happened? Or why? Greg and Doug Stokes give these answers and more about how the government stepped in and what the biggest bank crash …
March 10, 2023
Jim Cobb, Best-Selling Author & Defense Attorney
This week’s guest is Jim Cobb, a New Orleans defense attorney and the author of the award-winning book, Flood of Lies: The St. Rita's Nursing Home Tragedy. Jim won two high-profile cases defending the owners of nursing homes…
March 6, 2023
The Screeching Halt of the Housing Market
Back in the studio, the Stokes Brothers catch up after the Mardi Gras break. They examine why bad economic news is good news for the market and vice versa, and why the real estate market across the country has come to an abr…
Feb. 21, 2023
The Macro View with Rob Koyfman
In this week’s episode, the guys welcome on Rob Koyfman, CEO and co-founder of Koyfin. His company offers live market data and powerful analytical tools in a modern, intuitive format. Rob, an expert at taking the macro persp…
Feb. 17, 2023
Keeping an Eye on the (Long-Term) Prize
As the Stokes Brothers prepare for Mardi Gras in New Orleans, they reluctantly continue their ongoing conversation about the Fed and inflation. They’ll also look at rolling 30-year returns and delve into the legacy of Charli…
Feb. 8, 2023
Enhanced Diversification is the Name of the Game
The Stokes’ consistently lean toward the optimistic side of thinking, but this week, they’ll take a look at data/opinions on both sides of the coin. The guys examine the national focus shifting away from the Fed and toward c…
Jan. 31, 2023
Investing Does Not Equal Gambling
In this week’s episode, Greg and Doug Stokes focus on the long-term success of the stock market and not getting caught up in the next big thing. They’ll also take a look at tech companies shedding excess employee luxuries, t…
Jan. 24, 2023
Listening to What the Market is Actually Telling Us
While the negative narratives swirl, Doug and Greg Stokes look at the actual data to find encouraging signs in the markets. The guys also examine the latest tech layoffs and what they mean for the macro economy and they ques…
Jan. 17, 2023
Preparing for a Soft Landing
Could we be looking at a year with a soft landing where inflation comes down without major economic pain? Greg and Doug dive into the potential of that outcome and the Fed’s role in it. They also look back on the EU energy c…
Jan. 10, 2023
Looking Past the Narrative in 2023
Happy New Year from Stokes Family Office. In this 1-year anniversary episode, Greg and Doug recap 2022 and look forward to 2023. They dig deeper past the forecasts and narratives to find factual reasons to be optimistic. The…