Lagniappe

Preparing for a Soft Landing


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Could we be looking at a year with a soft landing where inflation comes down without major economic pain? Greg and Doug dive into the potential of that outcome and the Fed’s role in it. They also look back on the EU energy crisis and its fear-based narratives and discuss how emotions/human nature affect the cycles of investment. 


Key Takeaways

  • [01:30] - The potential for a soft landing 
  • [02:50] - Rent as a portion of CPI
  • [05:08] - What to expect from the Fed’s rate hiking cycle
  • [08:32] - Looking back on the fear-based narratives surrounding the EU energy crisis
  • [11:36] - European vs U.S. Investments over the past 15 years & since the Ukraine invasion
  • [14:04] - How emotions, sentiments, and narratives affect investment cycles

  • Quotes

    [15:41] - “In bull markets, everyone wants to own what's working. And in bear markets, nobody wants to own what's not working. That mindset just shifts. It's the greed component. And that mindset shift from greed to fear is pretty amazing to see in such a short timeframe.” - Doug Stokes  


    [16:46] - “When you have your human nature starting to talk to you like, I don't want to own this, I'm fearful of this, or I have greed because my neighbor's making money. Usually, when those sentiments start to play in, you're better off doing the exact opposite.” - Greg Stokes


    Links

    • Ian Shepherdson - “Big rent increases won’t last”
    • Joseph Politano - "How Europe is Decoupling From Russian Energy”
    • S&P 500 Forward Total Returns Following CNBC’s “Markets in Turmoil” specials


    • Connect with our hosts

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office
      •  

        Subscribe and stay in touch

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        • lagniappe.stokesfamilyoffice.com
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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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