It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism.
Key Takeaways
[00:17] - On debate day, we look at what the election could mean financially
[09:50] - America and American families keep prevailing/thriving
[16:19] - American tourists are driving European economies
[19:22] - Federer wisdom + optimism
View Transcript
Links
Nate Silver’s first 2024 election model prediction: not a toss-up
Silver: Who is favored to win the 2024 election?
Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030
Slok: Household net worth is almost 8x higher than disposable income
WSJ: Europe has a new economic engine - American tourists
The American consumer is Europe’s stimulus package
Outside of the top 10 stocks, the market is reasonably priced
June-August are historically the best 3 months of an election year
Roger Federer’s Dartmouth commencement speech
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.
