Join us as we examine sticky core CPI numbers and how shelter factors in. We’ll also look at why deflation may be our biggest economic risk right now. We’ll finish with tales of a Somali pirate stock exchange and how an idea from the movie Trading Places is playing out in real life.
Key Takeaways
[00:25] - Housing’s effect on inflation and CPI
[04:41] - Disinflationary risks
[08:19] - Why the S&P 500 has been stuck in a rut
[15:44] - The Somali pirate stock exchange
[18:00] - Orange juice futures are at all-time highs!
Links
Cullen Roche: Where is inflation heading now?
Zillow home price data for America's 40 largest metropolitan housing markets
Goldman Sachs: 3 developments that will slow US growth to a crawl in Q4 2023
The S&P 500’s prolonged period of limbo
BoA scraps bullish stance on 10-year treasuries
TikTok Investors: the Somali Pirate Exchange Method
Orange juice futures prices
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.
