With the markets at all-time highs and earnings rising in tandem, we’ll look at why and how the narrative changed so drastically over the last 6 months. Plus, we’ll discuss recession risks being taken off the table with commercial real estate rebounding and the Fed having lots of room to make cuts.
Key Takeaways
[00:17] - One of the greatest 19-week rallies ever
[02:12] - The recession narrative has changed over the last 6 months
[06:27] - Earnings growth of the S&P 500
[12:30] - Rebounding CRE prices and more positive economic signs
[18:10] - More troubles for the airline industry
Links
Detrick: We're in the middle of one of the greatest 19-week rallies ever
Inverted yield curve no longer reliable recession flag, strategists say
Roche: Inflation is still in a downtrend
APOLLO: commercial real estate prices are starting to recover
Scary moments on recent Boeing flight
Statistical summary of commercial jet airplane accidents
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Doug Stokes
Greg Stokes
Stokes Family Office
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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.
