The Jackson Hole Effect

While Jerome Powell and the Fed held their annual meeting, we discussed the implications of expected Fed rate cuts. We also delve into the dynamics of real estate in a post-COVID world with the rise of data centers, the challenges facing aging office buildings, and the demographic shifts that will shape future investment opportunities.

Key Takeaways

• [00:16] - The Fed’s annual meeting in Jackson Hole

• [03:35] - The impact of Fed rate cuts on markets

• [09:40] - Market valuations: small and mid caps are roaring back

• [14:43] - Real Estate: data center construction + post-COVID office space

View Transcript

Links

• Detrick: long waits between cuts (between 5 and 12 months) can be quite bullish

• Data center construction to soon surpass general office construction

• Investing in the inevitable tides of demographic change

• Investing in longevity: the next frontier in retirement and health equity

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.

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.