Doug and Greg start this week by noting a pod prediction that came true in regard to the latest CPI/inflation numbers. They also look at current and past S&P 500 top 10 holdings to answer a hypothetical investment question on diversification vs. the big tech stalwarts. Finally, they prepare for the ramifications of the debt ceiling debate, check in on Russia/Ukraine, and look back at the results of the student debt moratorium.
Key Takeaways
[01:04] - Our weekly inflation check-in
[05:10] - Tech’s current hold on the S&P 500 top 10 holdings
[13:34] - Apple vs the World
[18:54] - Explaining the Debt Ceiling debate
[24:01] - An update on the Russia/Ukraine conflict
[27:39] - What we now know about the 2020 student debt moratorium
Links
BI: Inflation continued to cool in April
Truflation
Conor Sen: Owners’ equivalent rent — the turn-down has begun
Luis Gonzali: Top 10 S&P 500 Holdings since 1980
Brian Beal: Apple’s market cap is as large as every UK business combined
Brookings: How worried should we be if the debt ceiling isn’t lifted?
Russia had only one tank in their Victory Day parade
Univ. of Chicago - Debt Moratoria: Evidence from Student Loan Forbearance
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.
