We begin this week by looking at inflation indicators like CPI, PPI, and tariffs. We also examine the impact of AI on employment, stagnation in the housing market, shifting consumer behaviors, and migration-altering taxation, and explore how these factors intertwine and influence the broader economic landscape.
Key Takeaways
[00:16] - Inflation Insights: CPI, PPI, Tariffs, and AI
[06:48] - History doesn't repeat, but it rhymes
[13:29] - Alcohol, nicotine, and subsidy-reliant industries
[19:04] - American housing/job mobility is stalling
[22:33] - Taxation trends and their effects on migration
View Transcript
Links
Roche: Tariffs can’t be a dominant factor in the inflation debate, yet
Goodbye, $165K Tech Jobs. Student Coders Seek Work at Chipotle
U.S. Drinking Rate at New Low as Alcohol Concerns Surge
The Financing Tool That Made Orsted a Wind Powerhouse Also Broke It
Nobody’s Buying Homes, Nobody’s Switching Jobs—and America’s Mobility Is Stalling
Blue States Hunt for Ways to Wring More Taxes From the Wealthy
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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.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
