April 1, 2026

One 2026 Quarter in the Books

Apple Podcasts podcast player badge
Spotify podcast player badge
Apple Podcasts podcast player iconSpotify podcast player icon

Somehow, three months have already come and gone, and what a quarter it was. Doug and Greg give updates on the market’s turbulent reaction to the Iran conflict with a hopeful outlook for Q2. They also touch on getting back to business as usual, discussing the SpaceX IPO, interest rate expectations, and corporate efficiency movements.



Key Takeaways

  • [00:17] - Market turbulence since the Iran conflict began

  • [03:34] - What to expect from the Trump administration

  • [08:51] - Fixed income and rate cut expectations

  • [10:10] - Getting back to business as usual, plus the SpaceX IPO

  • [13:58] - Q2 outlook


View Transcript



Links


Connect with our hosts


Subscribe and stay in touch


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.