Lagniappe

This week's Lagniappe podcast explores a market that continues to trade in a holding pattern. Greg and Doug discuss why easing inflation has helped calm markets, how strong bank earnings are setting an optimistic tone, and why small- and mid-cap stocks continue to outperform as demand for AI infrastructure fuels growth across the broader economy.The guys also recap an exciting FIFA World Cup...

Greg and Doug discuss why markets are stuck in a holding pattern despite a strong first half of the year. They break down the three catalysts investors should be watching, corporate earnings, Federal Reserve policy, and the upcoming midterm elections, while exploring how AI infrastructure spending and geopolitical tensions are influencing inflation and interest rates. The episode wraps up with...

As we head into the 4th of July weekend, Greg and Doug Stokes take a moment to express their gratitude and pride as Americans. They look at Meta following SpaceX’s data center strategy, the healthy broadening of the market, and why the U.S. offers an unparalleled risk capital environment, fueling innovation and economic growth.Key Takeaways [00:17] - Why we’re grateful to be American [03:41] -...

Greg and Doug Stokes analyze recent market volatility, looking at sector rotation and earnings expectations. They also break down why you can’t trust predictions on oil prices and how GLP-1 drugs could reshape our outlook on health, investment strategies, and the future of the economy.Key Takeaways [00:17] - Volatility under the surface [03:45] - Google's inclusion in the Dow [07:05] - You can’t...

Now that the United States and Iran have agreed to a memorandum of understanding, Doug and Greg break down what that means moving forward when it comes to the markets, oil prices, Fed moves, and defense. Key Takeaways [00:17] - The US-Iran MOU [04:06] - Defense tech and what we’ve learned from the Iran War [10:43] - What’s driving the market next? [15:15] - The midterm effectView...

It’s SpaceX IPO week! Greg and Doug discuss that opening, then dive into recent market volatility and why it’s historically normal. They’ll also talk about Elon’s big bet on space and how this burst of technological innovation is affecting defense, work efficiency, the economy, and our everyday lives.Key Takeaways [00:17] - Understanding the recent market correction with historical context...

Greg and Doug give an update on Iran as truce negotiations continue. They’ll explore the impact on global markets and the US economy's resilience. The guys also discuss the ongoing, massive reindustrialization centered around AI and the potential long-term deflationary effects of these technological advancements.Key Takeaways [00:17] - An update on Iran [04:07] - US market resilience [06:52] - AI...

Greg and Doug Stokes analyze the recent market surge, IPO frenzy, and the implications of AI and tech stocks. They discuss upcoming IPOs like Cerebris and SpaceX, market bubble concerns, and insights from market experts like Michael Burry and Jeffrey Gunlock.Key Takeaways [00:17] - The AI IPO frenzy has begun [07:27] - Are bubble concerns unwarranted? [09:35] - The prediction charlatans are...

The market has shifted its story from the Iran conflict to the AI wave. How big and profitable can it be, and will companies grow into their lofty valuations? Greg and Doug break it all down and optimistically explain how this AI surge has brought back American manufacturing dominance. Key Takeaways [00:16] - Our weekly Iran and AI updates [02:47] - Surprising, reemerging winners of the AI race...

Before they head out to Jazz Fest, Doug and Greg analyze why the market continues to shrug off the Iran conflict, relate AI to this generation’s railroad construction, and praise the economic and technological prowess of the United States. Key Takeaways [00:17] - Come see us at Jazz Fest [01:21] - Why the market doesn’t care about Iran [04:38] - AI is the real deal [07:22] - Tech’s historic...