Greg and Doug reflect on the recent tragedy in Texas before diving into the current state of the markets with a focus on the rise of tech giants like NVIDIA and their outsized impact. They explore big tech’s market concentration, productivity gains from AI, the IPO landscape, and improving public sentiment. They also detail real-time inflation, interest rates, and Fed Chair drama.
Key Takeaways
[00:00] - Reflecting on the tragedy in Texas
[02:10] - NVIDIA tops $4 trillion in market cap (larger than all of Germany!)
[07:49] - Market concentration: AI company domination
[10:57] - AI bubble and IPOs
[14:58] - Vibe check: public perception and optimism
[17:13] - Interest rates, inflation, and Fed Chair spats
View Transcript
Links
NVIDIA's annualized revenue per unit
CIVIQS - National economic optimism poll
The Return of ZIRP (zero interest rate policy)
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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.
