Lagniappe

It’s Super Bowl Weekend in New Orleans!


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Our daily commutes include celebrity sightings these days which means it’s Super Bowl time in New Orleans. We’ll discuss the big game and why the Big Easy is such a great host. We’ll also give our analysis of market volatility given the recent jobs report, political movement, and AI developments. We’ll finish with the importance of long-term investment strategies, and the psychological factors such as recency bias that influence investor behavior.


Key Takeaways

  • [00:17] - Celebrity sightings in New Orleans
  • [04:06] - Nola is great at hosting Super Bowls + bad things happen in the markets when the Eagles win
  • [06:46] - Inflationary concerns, truflation and the impact of housing
  • [10:26] - Chinese stocks + American AI spend
  • [14:47] - The short-termism of social media and market prognosticators
  • [18:25] - Why we believe in long-term strategies with a diversified portfolio


  • View Transcript



    Links

    • January Jobs Report
    • Sean Payton loves the Superdome and New Orleans as a host
    • A market-related reason to root for the Chiefs
    • Goldman's Core Inflation Tracker is smack-dab at the Fed's 2% target
    • Truflation
    • New Tenant Rents declined on a YoY basis for the first time since 2Q10
    • From 1900-2020, in how many decades did US stocks outperform a global equal weight?


    • Connect with our hosts

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office


      • Subscribe and stay in touch

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        • lagniappe.stokesfamilyoffice.com


        • 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.

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          LagniappeBy Stokes Family Office

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