Happy All Saints’ Day from the home of the Saints. After recapping Halloween from Uptown New Orleans, we’ll jump into a discussion on the secrecy of some of the largest hedge funds. We’ll then look at the intertwined relationship and valuation of stocks and bonds, the trajectory of the U.S. markets, and our weekly inflation update.
Key Takeaways
[01:20] - Looking behind the curtain at hedge funds like Bridgewater
[07:35] - The relationship and relative valuation of stocks & bonds in today's market
[15:04] - The long-term trajectory of the U.S. economy
[22:22] - Inflation update
Links
How does the world’s largest hedge fund really make its money?
Hedge fund two sigma is hit by trading scandal
How inflation altered the stock - bond relationship
How often do we see intra-year declines like this?
US stock market is almost 5x larger than the next biggest market
Inflation-adjusted excess household liquidity
September PCE inflation by the numbers
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
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.
