As we brace for the first hurricane of the season, we hope everyone in the storm’s path stays safe.
This week, Greg & Doug Stokes discuss what a soft landing for the market means and the challenges faced by urban areas and the commercial real estate industry. They also touch on the yield curve, Fed cuts, and the upcoming U.S. presidential election as we continue to emphasize the importance of not letting political ideologies drive investment strategies.
Key Takeaways
[00:17] - Hurricane update from New Orleans
[01:14] - Navigating market volatility in September and October
[04:53] - This is what a soft landing looks like
[08:25] - The impact of Fed cuts and the upcoming election
[13:06] - The un-inversion of the yield curve
[16:51] - Challenges in and predictions for the commercial real estate industry
[23:21] - Urban cores are struggling
[27:00] - European men are dominating tennis
View Transcript
Links
Sløk: This is a Soft Landing
Nate Silver’s election prediction
More Businesses = More Bankruptcies
The ‘Yield Curve’ Briefly Turned Normal. What It Means for Stocks.
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.
