As potentially positive economic factors pile up, we look at the market’s recovery, what’s factored into disinflation, and where we go from here. We’ll also examine two strategic competitions: oil vs electricity and real estate vs. the S&P 500.
Key Takeaways
[03:17] - The tailwinds of deflation
[07:49] - Is our power grid ready for mass EV usage?
[12:06] - Oil isn’t going anywhere
[15:03] - Real estate investment compared to the S&P 500
Links
Sam Ro: Everything looked good last week
Barry Sternlicht on the ‘category 5 hurricane’ hitting office buildings
6 things that actually cost less than last year, despite inflation
Nick Timiraos: Why the drivers of lower inflation matter
WTI Oil up 15% in July
Goldman Sachs estimates global oil demand has risen to an all-time high
Elon Musk’s latest mission: rev up the electricity industry
Jeff Currie: oil’s not going anywhere
Nick Maggiulli: The Return on Hassle
2010 acres outside Telluride purchased for $130,000 in 40s listed for $67.75M
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.
