October 13, 2023

New CPI Numbers and the Importance of Investment Timing

31 minutes

With the new CPI report in hand, we’ll take a look at inflation and how it continues to affect purchasing power and the markets across the board. We’ll also examine why when you start investing can be as vital as anything else. Then, we’ll finish with our weekly Taylor Swift conversation, rave about our own personal experience with Patrick Mahomes, and marvel at the human achievement of a new marathon record.

Key Takeaways

[00:16] - Looking at the latest CPI numbers

[08:41] - Real estate and bond markets

[10:15] - Treasury bond bear markets

[11:45] - The importance of timing in investing

[19:05] - Stock market update

[24:13] - Ozempic and a cautionary tale against headlines

[26:45] - T-Swift, Patrick Mahomes, and a new marathon record

Links

September inflation report

Truflation’s new aggregated inflation metric

Disneyland is increasing its prices again

We're in the biggest Treasury Bond Bear Market ever, Bank of America says

Maggiulli: When you start investing can be more important than anything else

The S&P 500 has a higher daily return when the McRib is available

Parets: Welcome to the year-end rally

Ozempic shows promise treating kidney failure in blow to dialysis firms

TCU beats Patrick Mahomes and Texas Tech on last minute tipped catch

23-year-old runner sets mindboggling world record at Chicago Marathon

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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