There is a lot happening! Doug and Greg are back solo this week to talk about the markets. We’ll examine the affordability and performance of stocks outside of the Magnificent Seven. We’ll also look at AI and ask if the bubble has peaked and when can we expect to see a return on the massive investment. We’ll finish with a future-facing eye on a potential Kamala Harris tax agenda and why you should not let political beliefs/changes influence your long-term investment strategy.
Key Takeaways
[00:17] - A reversal in the stock market?
[08:48] - Is AI properly or over-rated as a game-changer?
[13:32] - Speaking of game-changers, Waymo is expanding in San Fran
[18:07] - How would the markets react to a Harris tax agenda?
[29:48] - There’s also political drama in Venezuela
View Transcript
Links
Carlson: The Biggest Winners in the Stock Market
Sequoia: AI’s $600B Question
Alphabet to invest $5 billion in self-driving car unit Waymo
Nate Silver’s latest predictions
The Kamala Harris tax proposal
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.
