About
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 capital expenditures
[11:22] - Gas prices are up, but way less here at home
[15:23] - The wonder of American innovation
View Transcript
Links
Torsten Slok: The Radiologist Paradox
WSJ: Big Tech Strikes Gold With AI, but at a Steep Cost
Amazon's $364 Billion Backlog is the Bull Case for its AI Spending Boom
Why Gasoline Is So Much Cheaper in the U.S. Than Overseas
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] - 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 capital expenditures
[11:22] - Gas prices are up, but way less here at home
[15:23] - The wonder of American innovation
View Transcript
Links
Torsten Slok: The Radiologist Paradox
WSJ: Big Tech Strikes Gold With AI, but at a Steep Cost
Amazon's $364 Billion Backlog is the Bull Case for its AI Spending Boom
Why Gasoline Is So Much Cheaper in the U.S. Than Overseas
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.