The Market Continues to Shrug Off Foreign Policy Developments

This week, Greg and Doug focus on foreign policy, most notably the looming China Trade War, and why the markets remain relatively unfazed. They also discuss the anticipation of lower interest rates, the Fed’s dual mandate, America’s AI domination, and optimism for another era of technological innovation that will lead to prosperity, despite short-term disruptions.

Key Takeaways

• [00:17] - The markets are shrugging off Chinese tariff developments

• [05:45] - How the U.S. is trying to counter China’s manufacturing prowess

• [09:01] - Israel/Gaza peace deal and Kushner’s influence in the Middle East

• [13:34] - Trending back towards some sort of normal interest rate environment

• [16:15] - The Fed’s dual mandate

• [19:41] - Every serious technological innovation in history has led to prosperity

• [23:01] - The U.S. has a massive lead in the AI/data center race

View Transcript

Links

• Breakneck: China’s Quest to Engineer the Future

• GS: We Estimate That Tariff Increases Have Boosted Core PCE Prices by 0.44% So Far This Year and Will Boost Them by a Further 0.6% Eventually

• The median S&P 500 stock is in a 15% drawdown

• America remains the global leader in AI with ~2,000 more data centers than the next 10 largest countries combined.

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• 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.

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.