Why Haven’t We Gone Into a Recession?

We start today with the narrative that Google’s earnings are the impetus for the markets selling off. Then with a historical perspective, we’ll share what we’re telling our clients during this choppy, ping pong market. We’ll finish with our thoughts on why we actually haven’t slipped into recession and how the U.S. missed a major refinancing opportunity.

Key Takeaways

• [00:17] - Are Google’s earnings really why the market is down?
• [04:08] - What we’re telling clients about the stock market 
• [09:27] - Difference between today & a bear market or bull market correction in the past
• [15:50] - Why haven’t we gone into a recession?
• [19:27] - The huge missed opportunity of the US not refinancing debt

Links

• Happy 1 year anniversary to a 100% chance of recession forecast that never happened
• CNN Fear and Greed Index
• Sam Ro: 11 stock market charts that offer much-needed context
• Michael Santoli on the Morningstar’s The Long View Podcast
• The Billion Dollar Molecule
• The greatest missed opportunity of our lifetimes
• US interest costs outpacing investments

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.