We’re kicking off Mardi Gras season here in New Orleans with another episode of the Lagniappe Podcast. Doug and Greg discuss the impact of recent geopolitical events on the markets and the potential for military engagement with Iran. They also explore the implications of Federal Reserve independence on market dynamics and explain why this isn’t an AI bubble, and end with a bearish outlook on American markets and investment opportunities.

Key Takeaways

[00:17] - Mardi Gras season is here in New Orleans

[01:14] - Geopolitical tensions and activity

[05:11] - Impending military engagement with Iran?

[09:32] - Political gamesmanship of the Fed’s independence

[18:21] - This isn’t a bubble

View Transcript

Links

Polymarket Iran predictions

What to know about the DOJ's criminal probe into Fed Chair Powell

Detrick: No, this Isn’t a 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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