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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2025/08/0727 分