We start today with the narrative that Google’s earnings are the impetus for the markets selling off. Then with a historical perspective, we’ll share what we’re telling our clients during this choppy, ping pong market. We’ll finish with our thoughts on why we actually haven’t slipped into recession and how the U.S. missed a major refinancing opportunity.
Key Takeaways
[00:17] - Are Google’s earnings really why the market is down?
[04:08] - What we’re telling clients about the stock market
[09:27] - Difference between today & a bear market or bull market correction in the past
[15:50] - Why haven’t we gone into a recession?
[19:27] - The huge missed opportunity of the US not refinancing debt
Links
Happy 1 year anniversary to a 100% chance of recession forecast that never happened
CNN Fear and Greed Index
Sam Ro: 11 stock market charts that offer much-needed context
Michael Santoli on the Morningstar’s The Long View Podcast
The Billion Dollar Molecule
The greatest missed opportunity of our lifetimes
US interest costs outpacing investments
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
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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.
