Shelter Continues to Drive Inflation

As markets hit all-time highs again, we’ll look at shelter being the key driver of inflation. We’ll also touch on Roaring Kitty, meme stocks, and why you can’t gamble on the markets. We’ll finish with the Scottie Scheffler story and take a look at the future of EVs and fossil fuel consumption.

Key Takeaways

• [02:41] - Shelter continues to be the main inflation driver 
• [08:05] - Who is Roaring Kitty + gambling on the markets
• [12:48] - Scottie Scheffler arrest story
• [15:27] - The decline of Bird Scooters + Apple Vision Pros
• [18:18] - Electric vehicles & improving tech/techniques for fossil fuels

Links

• Zandi: harmonized core CPI inflation (from the BLS) and harmonized core PCE inflation
• Roche: Shelter will continue to be the main driver of inflation in the coming year.
• Davey Day Trader
• Scottie Scheffler arrested before PGA Championship Round 2

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.