This week, we’re celebrating Family Gras weekend in New Orleans and our 200th episode! Doug and Greg delve into the recent volatility in the stock market, particularly concerning technology companies, and how AI efficiency is benefiting old-school industries. 

Key Takeaways

[00:17] - Kicking off Family Gras weekend in New Orleans

[01:25] - Market volatility and a sentiment shift 

[05:09] - How AI efficiency benefits old-school businesses

[09:05] - The narrative around AI-related companies

[13:50] - Monitoring the potential for military movement in Iran

View Transcript

Links

Zaccardi: OBBBA effectively juiced what was already a capex bubble

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Doug Stokes

Greg Stokes

Stokes Family Office

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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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