There’s a narrative brewing that the market has beaten inflation/a recession, but we’ll look into why the game is not over yet. We’ll also examine the coiled spring of small and mid-caps, how this bear market stacks up historically, and the wild ride we’ve been on over the past 6 weeks.
Key Takeaways
[00:17] - Is the market declaring that the interest rate hiking cycle is over?
[04:45] - The inflation/recession game is not over
[09:25] - How does this bear market stack up historically
[13:31] - Looking back at an interesting past 6 weeks & the psychology of investing
[18:54] - Lessons in looking at market themes and individual stock selection
Links
CPI less shelter is now at 1.4%
Antonelli: 2022 was really just an average bear market
We are only 30 points away from Goldman’s year-end target for year-end 2024
2003 vs 2023 valuations for Nvidia and Intel
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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.
