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Lagniappe

Lagniappe

著者： Stokes Family Office
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 Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!Copyright Stokes Family Office 政治・政府 経済学
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  • Jobs, Tariffs, & IPOs

    Jobs, Tariffs, & IPOs
    2025/08/07
    We dig into the latest jobs report that showed a significant decline in new jobs. We’ll also analyze the minimal effect that tariffs have had on inflation and the economy as a whole, and how the Fed can and should react with rate cuts. We’ll finish with a look at the recent run of IPOs, how they could indicate a return of speculative behavior, and why you should be cautious with including IPOs in a sound investment strategy. Key Takeaways [00:16] - Breaking down the latest job report and AI’s impact [08:04] - The tariff effect [14:56] - Recent IPOs indicate a return of speculative behavior in the market View Transcript Links The Tariff Effect: Billions in Revenue but No Economic Earthquake Trump Just Got a Fresh Shot at Bending the Fed to His Will Circle Internet Group Figma Firefly Aerospace Bill Gurley on the Figma IPO 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.
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    27 分
  • Markets Continue to Shrug Off Geopolitical Disruption

    Markets Continue to Shrug Off Geopolitical Disruption
    2025/07/31
    Greg and Doug Stokes start this week’s discussion with the European Union and South Korea trade deals. They also look at the massive windfall in profitability from the largest companies in America, which continues to buck the narrative that geopolitical uncertainty is going to push us into a downturn. Then, they explore inflation, housing, and the job market, particularly in light of the growing influence of AI. Key Takeaways [00:16] - New trade deals [03:04] - Meta, Microsoft, and how the business sector continues to shrug off geopolitical disruption [06:34] - Geopolitical implications of technology [11:29] - How the decline in rental income could affect inflation more than tariffs [19:41] - AI is transforming the job market and the economy View Transcript Links Tom Lee: 2Q25 EPS season strong with 83% beating, implying EPS YoY >12% Repeat home sales and leading apartment rent indexes both point to lower shelter inflation ahead Apartment List: The national multifamily vacancy rate ticked up to 7.1% this month Wall Street bull calls for 11% rally in S&P 500 to end 2025 as trade 'uncertainty' subsides Wage growth is stuck in neutral as pay gains slow 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.
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    25 分
  • Nearing the Market Exuberance Cycle

    Nearing the Market Exuberance Cycle
    2025/07/24
    In the midst of another all-time market high, Doug and Greg discuss the potential for a new cycle of exuberance driven by IPOs. They delve into the significant market cap of tech giants like Nvidia and Microsoft, the incredible impact of AI on GDP growth and economic resilience, and the opportunities for small and mid-cap stocks. They also cover trade agreements, the relationship between interest rates and valuation, and how rate cuts could affect the economy. Key Takeaways [00:16] - Is the IPO window about to open again? [05:25] - The incredible (economy-saving?) impact of AI [06:08] - Will we see a resurgence for small and mid-cap stocks? [11:58] - Macroeconomics and trade agreements [14:47] - Speculating on the Fed Chair spat and interest rates View Transcript Links The market cap weighting of Nvidia and Microsoft in the S&P 500 is 15% AI Capex is Eating the Economy 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.
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    22 分
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