As we head into Labor Day weekend, we fittingly look at the latest jobs report and the revised GDP numbers. We’ll also think location, location, location as we investigate the areas that are winning and losing the migration/real estate race. Finally, we’ll review some of our favorite COVID-era IPOs and wonder if the euphoria bubble is over for now.
Key Takeaways
[01:05] - Jobs report and the GDP data revision
[06:28] - What does the frozen real estate market mean?
[10:15] - Which US areas are winning? Which are losing?
[16:16] - Mark Cuban + the right place, right time nature of venture capitalism
[19:09] - Has the IPO euphoria window closed for the time being?
Links
U.S. GDP grew less vigorously than believed in Q2
The labor market is now looser than it was pre-Covid
Home price decline from peak in 40 largest US markets
Just 1% of U.S. homes have changed hands this year
The rental market continues to slow
30 migration winners and losers
Mark Cuban has taken a net loss on $20M in Shark Tank investments
Traeger: another Pandemic IPO to fall down to earth
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.
