We start this week with our thoughts on the Fed estimating rates will be higher for longer. We’ll then dive into the craziness of the venture capital industry over the last few years and how interest rates are playing a role. We finish with a historical perspective on 10-year U.S. Treasury bonds and bullish takes on Taylor Swift and our New Orleans Saints.
Key Takeaways
[00:18] - Checking in with Jerome Powell and the Fed
[04:41] - Instacart IPO & the competition within the venture capital industry
[14:03] - How interest rates are affecting real estate and venture capital
[15:58] - Ten-Year Treasuries
[22:40] - LA tent city, T-Swift economics, and excitement for the Saints
Links
Current projections for Fed Funds Rate
Investments in Instacart made after ‘15 underperforming S&P 500 significantly
Home price index with an 18-month lag versus CPI
Demand for vacation homes at 7 year low
Total returns on an annual basis of the 10-year US Treasury bond
Timmer: A compelling risk-reward picture for owning bonds
Meb Faber: The Ivy Portfolio
California tent city to cost $44k per tent
Taylor Swift helps Chicago book most hotel rooms on record
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.
