Military Engagements & Market Reactions
+ Federal Reserve Independence, AI Bubble Talk, & More
We’re kicking off Mardi Gras season here in New Orleans with another episode of the Lagniappe Podcast. Doug and Greg discuss the impact of recent geopolitical events on the markets and the potential for military engagement with Iran. They also explore the implications of Federal Reserve independence on market dynamics and explain why this isn’t an AI bubble, and end with a bearish outlook on American markets and investment opportunities.
Key Takeaways
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[00:17] - Mardi Gras season is here in New Orleans
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[01:14] - Geopolitical tensions and activity
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[05:11] - Impending military engagement with Iran?
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[09:32] - Political gamesmanship of the Fed’s independence
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[18:21] - This isn’t a bubble
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