Season 1
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 fin…
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 degr…
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 …
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 Lat…
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 t…
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 downt…
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 inc…
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 ha…
April 26, 2022
Staying Sane Through Volatile Markets
If the past few months have reminded us of anything, it’s that market volatility is constant and unpredictable. With the spread of information accelerating faster than ever, global volatility now matches that of the market i…
April 19, 2022
The Opportunity in Opportunity Zones with Joe Truhe
With America more divided than ever before, few things have the power to bring together both sides of the political spectrum. The Opportunity Zone program is one of those rarities specially designed to satisfy political oppo…
April 12, 2022
Becker Hall and Barrett Cooper: Why Audiences Still Crave a Live Experience
If there’s one industry that’s been uprooted since March 2020, it’s live entertainment. Just as leaders within tourism and hospitality have struggled to regain ground, runners of festivals and owners of live theaters have un…
April 5, 2022
Russian Invasion: Ramifications on Inflation and the Markets
In this episode, Doug and Greg discuss the recent market volatility and ramifications of the Russian invasion of Ukraine. Learn more at lagniappepodcast.com . Connect with our hosts Doug Stokes Greg Stokes Stokes Family Offi…
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 lo…
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 f…
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 th…
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 marke…
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 …
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 pandemi…
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 wh…