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 America is viewed across the world, and the unprecedented play of Shohei Ohtani. 

Key Takeaways

• [00:17] - Recapping the markets in the first half of this year
• [11:04] - Positive milestones in the rental markets
• [13:46] - The historical probability of market returns
• [14:55] - Shohei Ohtani is a stud
• [17:00] - How the U.S. is viewed globally
• [20:26] - Will Mexico be the next big growth market?
• [24:21] - America’s aging population

Links

• Barry Ritholtz: What Recession?
• Major milestones in the rental market
• History says there’s a higher probability of the stock market finishing up 20% than down for the year
• Ohtani’s 2 HR, 10K night
• International public opinion of the U.S. remains positive
• The US population is older than it has ever been

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.