The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve.
Key Takeaways
[06:18] - Is there any merit to the US dollar losing its status as a reserve currency?
[09:57] - Why is Bitcoin back up?
[12:09] - The speculative mania behind new tech like AI
[16:01] - What happens when the Fed stops its rate hiking cycle?
[22:00] - US vs International performance; a shift from growth to value
[27:05] - The financial impact of an aging population
Links
Ryan Detrick - S&P 500 gains after a >7% Gain Q1 Historically
Cullen Roche - Is the US dollar losing reserve status?
Jurrien Timmer - The final Fed tightening cycle historically
WP: How Silicon Valley Bank’s executives tweaked their risk model
JP Morgan: USA vs EAFE relative performance
Lawrence Hamtil
Charlie Bilello: the % of Americans 65 and older
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
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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.
