After another positive week in the markets, we’ll go through our weekly inflation check-in, re-examining our own opinions over the past year and looking ahead to what the Fed can/will do next. We’ll then take note of the big bank forecasts that are rolling in and how they compare to last year’s and discuss why in times of elevation in volatility, bearish opinions come out of the woodwork.
Key Takeaways
[00:17] - Checking in on inflation numbers
[04:27] - The attractiveness of bonds
[08:08] - Why we see bearish opinions pop up in times like these
[12:44] - Looking at big banks’ previous and 2024 forecasts
[17:38] - The relationship between inflation/deflation and day-to-day economics
Links
Vanguard: Historical returns on fixed income and equities
S&P 500 is now up almost 8% since Morgan Stanley CIO Mike Wilson said there would be no year-end rally on October 30
Famed Big Short Investor Michael Burry closed his short position in the S&P 500
Goldman Sachs: The US economy is on its final descent to a soft landing
Ben Carlson: Remember in 2022 when everyone was betting on $200 oil? It's currently below $80
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.
