April 05, 2023

60% of the Time, It Works Every Time

32 minutes

The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve.

Key Takeaways

[06:18] - Is there any merit to the US dollar losing its status as a reserve currency?

[09:57] - Why is Bitcoin back up?

[12:09] - The speculative mania behind new tech like AI

[16:01] - What happens when the Fed stops its rate hiking cycle?

[22:00] - US vs International performance; a shift from growth to value

[27:05] - The financial impact of an aging population

Links

Ryan Detrick - S&P 500 gains after a >7% Gain Q1 Historically

Cullen Roche - Is the US dollar losing reserve status?

Jurrien Timmer - The final Fed tightening cycle historically

WP: How Silicon Valley Bank’s executives tweaked their risk model

JP Morgan: USA vs EAFE relative performance

Lawrence Hamtil

Charlie Bilello: the % of Americans 65 and older

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.

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