June 30, 2023

Heading Into Halftime of 2023

28 minutes

As we trot into the locker room at the halfway point of this year, we examine the competing ideology of calls for a recession vs. declining inflation leading to a bull market. We’ll also look at the economy’s resiliency, how America is viewed across the world, and the unprecedented play of Shohei Ohtani.

Key Takeaways

[00:17] - Recapping the markets in the first half of this year

[11:04] - Positive milestones in the rental markets

[13:46] - The historical probability of market returns

[14:55] - Shohei Ohtani is a stud

[17:00] - How the U.S. is viewed globally

[20:26] - Will Mexico be the next big growth market?

[24:21] - America’s aging population

Links

Barry Ritholtz: What Recession?

Major milestones in the rental market

History says there’s a higher probability of the stock market finishing up 20% than down for the year

Ohtani’s 2 HR, 10K night

International public opinion of the U.S. remains positive

The US population is older than it has ever been

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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