August 01, 2023

Market Recovery in Review

20 minutes

As potentially positive economic factors pile up, we look at the market’s recovery, what’s factored into disinflation, and where we go from here. We’ll also examine two strategic competitions: oil vs electricity and real estate vs. the S&P 500.

Key Takeaways

[03:17] - The tailwinds of deflation

[07:49] - Is our power grid ready for mass EV usage?

[12:06] - Oil isn’t going anywhere

[15:03] - Real estate investment compared to the S&P 500

Links

Sam Ro: Everything looked good last week

Barry Sternlicht on the ‘category 5 hurricane’ hitting office buildings

6 things that actually cost less than last year, despite inflation

Nick Timiraos: Why the drivers of lower inflation matter

WTI Oil up 15% in July

Goldman Sachs estimates global oil demand has risen to an all-time high

Elon Musk’s latest mission: rev up the electricity industry

Jeff Currie: oil’s not going anywhere

Nick Maggiulli: The Return on Hassle

2010 acres outside Telluride purchased for $130,000 in 40s listed for $67.75M

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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