February 01, 2024

Episode Number 100!

29 minutes

Thanks for joining us each week for 100 episodes of the Lagniappe Podcast. We’ll continue our conversation from last week about small and large caps and what it means to have such a large gap between them. We’ll then look back on a great January and how it falls in line historically, check in on bond market predictions, and track the normalization of the economy after rapid growth and rate hikes. And like every other podcast, we’ll discuss Taylor Swift in the run-up to the Super Bowl.

Key Takeaways

[00:18] - Historical data on times when small and large caps had such wide dispersions

[05:48] - How a fantastic start to 2024 stacks up with historical Januarys

[08:28] - A friendly back-and-forth on Doug’s bond market prediction from last year

[13:52] - Layoffs are here as the economy slows

[17:46] - Emerging housing markets index

[22:45] - The economics of the Super Bowl and Taylor Swift

Links

Europe regulates its way to last place

Europe has never been this cheap versus the US

Bilello: Will small-caps have their day in the Sun?

Brevan Howard's top economist sees 3 huge macro turning points under way

Winter emerging housing markets index

The true story behind Masters of the Air

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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.

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