Greg and Doug Stokes discuss a first quarter filled with volatility, focusing on the performance of the Magnificent 7 companies and how market corrections are normal and often lead to better valuations. We’ll analyze consumer sentiment and reflect on historical comparisons to previous market corrections. We’ll also discuss why we welcome periodic volatility, allowing investors time to assess their risk and diversification levels.
Key Takeaways
[0:17] - Wrapping up a choppy Q1
[02:52] - The Mag 7 is down 15% so far this year
[06:23] - Is this reminiscent of the Vibecession?
[09:17] - Or does it feel like Q4 2018?
[14:50] - The hype and demand bubbles of AI
[18:37] - Why we welcome periods of volatility
View Transcript
Links
CNN Fear and Greed Index
Allianz Life Study Finds Inflation and Tariffs Increasingly Worrying Americans
University of Michigan’s closely watched Survey of Consumers
Microsoft abandons data center projects
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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.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
