About
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 tailwinds
[10:02] - What’s driving the growth of the stock market?
[13:15] - Ford, EVs, and AI
[16:17] - Technology is the ultimate deflationary factor
View Transcript
Links
US Iran Agree on Further Truce Pending Signoff
Micron stock jumps after company tops $1 trillion in market cap
EVs, hybrids to hit 30% of car sales in 2026: IEA
Roche: Deflation — not inflation — poses a bigger risk in the age of A
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.
Key Takeaways
[00:17] - An update on Iran
[04:07] - US market resilience
[06:52] - AI tailwinds
[10:02] - What’s driving the growth of the stock market?
[13:15] - Ford, EVs, and AI
[16:17] - Technology is the ultimate deflationary factor
View Transcript
Links
US Iran Agree on Further Truce Pending Signoff
Micron stock jumps after company tops $1 trillion in market cap
EVs, hybrids to hit 30% of car sales in 2026: IEA
Roche: Deflation — not inflation — poses a bigger risk in the age of A
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.