Doug and Greg discuss the recent court ruling on tariffs and the implications for the market. Highlighted by Nvidia's impressive earnings, they’ll also talk about the ongoing AI revolution and how it will affect inflation, decentralization, and the job market. They finish by looking at the housing market, which now has the highest recorded rate of sellers vs. buyers.
Key Takeaways
[0:18] - Tariff turmoil: the court's decision and market reactions
[12:37] - Nvidia earnings & the AI revolution
[17:27] - Bracing for job disruption that will come from AI
[22:16] - Shifting real estate market dynamics
View Transcript
Links
Federal court blocks Trump from imposing sweeping tariffs under emergency powers law
Goldman, Morgan Stanley Say Trump Can Deploy Other Tariff Tools
Trump erupts when asked about 'TACO trade'
The Tech Industry Is Huge—and Europe’s Share of It Is Very Small
Cullen Roche’s Three Things – Exponential AI
The U.S. Housing Market Has Nearly 500,000 More Sellers Than Buyers—the Most on Record.
The repeat homebuyer age was 40 in 2000. It's 61 now.
Apartment List national rent data
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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.
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