The Goldilocks Scenario

This week, we look at what comes from cooling inflation paired with a resilient economy. With the latest inflation numbers in hand, we’ll examine how shelter impacts the numbers, visualize the staggering amount of empty office space, and try to explain what’s going on at Disney.

Key Takeaways

• [00:18] - The latest inflation report and shelter’s role in the numbers
• [04:21] - What are the “experts” saying?
• [10:23] - The general economy vs. inflation
• [11:37] - The empty office conundrum
• [15:01] - What’s going on with Disney?
• [20:04] - Tales from our first jobs

Links

• WSJ: Inflation eased to 3% in June, the lowest since early 2021
• Goldman: Fed tightening is in its final innings
• Flight Rader 24: Busiest day for commercial aviation that we’ve ever tracked
• Visualizing 1 billion square feet of empty office space
• The empty downtown - a new normal
• Boston offers tax breaks to turn empty offices into housing
• Disney World hasn’t felt this empty in years

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts
• lagniappe.stokesfamilyoffice.com

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.