The Shutdown Ends, The Markets React

Greg and Doug Stokes discuss the recent end of the government shutdown and the market rally that followed. They also check in on the narrative that the Magnificent 7 is carrying the market, the need to cut real estate red tape, and a financial reality check for AI. They finish by diving into he concept of 'inflection bubbles' and how speculative investments can coordinate future growth.

Key Takeaways

• [00:16] - The government shutdown resolution

• [04:03] - Is the market still driven by the Mag 7?

• [06:46] - The need for cutting real estate red tape 

• [13:11] - AI’s financial reality check

• [16:09] - Speculative bubbles can create lasting infrastructure

View Transcript

Links

• Carolson: 4 of the Mag 7 are now up less than 10% on the year

• Linburg: building new apartments - even "luxury" - reduces rents down the spectrum.

• JPMorgan warns AI boom needs $650 billion a year, just for 10% return

• Thompson: The benefits of bubbles

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

Subscribe and stay in touch

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• 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.