November 01, 2023

Halloween, Hedge Funds, and a Hopeful Look at the Future

26 minutes

Happy All Saints’ Day from the home of the Saints. After recapping Halloween from Uptown New Orleans, we’ll jump into a discussion on the secrecy of some of the largest hedge funds. We’ll then look at the intertwined relationship and valuation of stocks and bonds, the trajectory of the U.S. markets, and our weekly inflation update.

Key Takeaways

[01:20] - Looking behind the curtain at hedge funds like Bridgewater

[07:35] - The relationship and relative valuation of stocks & bonds in today's market

[15:04] - The long-term trajectory of the U.S. economy

[22:22] - Inflation update

Links

How does the world’s largest hedge fund really make its money?

Hedge fund two sigma is hit by trading scandal

How inflation altered the stock - bond relationship

How often do we see intra-year declines like this?

US stock market is almost 5x larger than the next biggest market

Inflation-adjusted excess household liquidity

September PCE inflation by the numbers

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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