Lagniappe

Mardi Gras Parades are Rolling While the Market Slows


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Although we’re only 3-4% off market highs, investor sentiment has recently turned quite bearish, especially given a turbulent macro environment. We’ll look back on the first two months of the year, analyzing the fluctuations in the S&P 500, crypto, global tensions, and the reversal of inflation narratives. We’ll also examine why it feels like everything you thought you’d be bullish about under a Trump presidency, you should have been bearish about, and vice versa. Before we head out to more parades, we’ll finish by talking about the unknowns in the market and why it's important to maintain a sound strategy that's relative to your particular situation and your goals



Key Takeaways

  • [00:17] - Why we’re seeing/hearing so much negative market sentiment
  • [06:42] - China, Crypto, Trump & the financial theme for the first two months of 2025
  • [10:20] - Ukraine, Russia, & how the market is reacting to geopolitical tensions
  • [15:05] - The unknown is the major risk to the market 


  • View Transcript



    Links

    • CNN Fear & Greed Index
    • Roche: Trump policies are disinflationary
    • Strazza: I'm Bearish Crypto


    • 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.


          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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