As we trot into the locker room at the halfway point of this year, we examine the competing ideology of calls for a recession vs. declining inflation leading to a bull market. We’ll also look at the economy’s resiliency, how America is viewed across the world, and the unprecedented play of Shohei Ohtani.
Key Takeaways
[00:17] - Recapping the markets in the first half of this year
[11:04] - Positive milestones in the rental markets
[13:46] - The historical probability of market returns
[14:55] - Shohei Ohtani is a stud
[17:00] - How the U.S. is viewed globally
[20:26] - Will Mexico be the next big growth market?
[24:21] - America’s aging population
Links
Barry Ritholtz: What Recession?
Major milestones in the rental market
History says there’s a higher probability of the stock market finishing up 20% than down for the year
Ohtani’s 2 HR, 10K night
International public opinion of the U.S. remains positive
The US population is older than it has ever been
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.
