We’re beginning to sound like a broken record as we record each week coming off more market highs. We’ll discuss how Crypto has roared back after making it through multiple speculative cycles. We’ll also review the positivity that comes with broader market participation. We’ll then examine why you can’t have the debt conversation without also looking at assets and end with the effect of inflation on America’s housing market.
Key Takeaways
[00:17] - One of history’s longest bull runs continues
[02:53] - Crypto, and conversations about Crypto, are back
[07:48] - The increasing breadth of the S&P 500
[11:03] - Is this the Roaring 20s minus the vibes?
[14:10] - Space launches, AI productivity, and optimism for the future
[15:55] - Looking at assets along with debt
[22:42] - Inflation’s effect on new real estate coming online
Links
Detrick: Returns mostly driven by earnings over longer periods
Today's Cryptocurrency Prices by Market Cap
All-Star Charts: the broadening of market participation
Carlson: comparing today with the Roaring 20s
Carlson: Households are growing their assets faster than liabilities
Ten Global Trends Every Smart Person Should Know
US Dollar Index
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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.
