Higher Yields, Stronger Growth, and the SpaceX Shakeup
Apple Podcasts 
Spotify This week on the Lagniappe Podcast, Doug and Greg Stokes unpack what's really driving higher Treasury yields, and why stronger economic growth, rather than runaway inflation, may be the bigger story. They explore the resilience of the U.S. dollar, the relationship between bond yields and long-term returns, and how rising diesel prices could complicate the inflation outlook. Plus, the guys discuss the risks facing housing development, AI's surprising role in hurricane forecasting, and how SpaceX's satellite technology could disrupt the traditional telecommunications industry.
Key Takeaways
00:01 — Hurricane forecasting gets an AI upgrade
02:28 — What's really driving higher Treasury yields?
03:37 — The U.S. dollar's staying power
09:30 — Why starting yields matter for bond returns
12:15 — Diesel prices and the inflation outlook
15:25 — The housing shortage hiding around the corner
16:54 — SpaceX takes aim at the telecom giants
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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.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.