This week, we look at what comes from cooling inflation paired with a resilient economy. With the latest inflation numbers in hand, we’ll examine how shelter impacts the numbers, visualize the staggering amount of empty office space, and try to explain what’s going on at Disney.
Key Takeaways
[00:18] - The latest inflation report and shelter’s role in the numbers
[04:21] - What are the “experts” saying?
[10:23] - The general economy vs. inflation
[11:37] - The empty office conundrum
[15:01] - What’s going on with Disney?
[20:04] - Tales from our first jobs
Links
WSJ: Inflation eased to 3% in June, the lowest since early 2021
Goldman: Fed tightening is in its final innings
Flight Rader 24: Busiest day for commercial aviation that we’ve ever tracked
Visualizing 1 billion square feet of empty office space
The empty downtown - a new normal
Boston offers tax breaks to turn empty offices into housing
Disney World hasn’t felt this empty in years
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.
