While Jerome Powell and the Fed held their annual meeting, we discussed the implications of expected Fed rate cuts. We also delve into the dynamics of real estate in a post-COVID world with the rise of data centers, the challenges facing aging office buildings, and the demographic shifts that will shape future investment opportunities.

Key Takeaways

[00:16] - The Fed’s annual meeting in Jackson Hole

[03:35] - The impact of Fed rate cuts on markets

[09:40] - Market valuations: small and mid caps are roaring back

[14:43] - Real Estate: data center construction + post-COVID office space

View Transcript

Links

Detrick: long waits between cuts (between 5 and 12 months) can be quite bullish

Data center construction to soon surpass general office construction

Investing in the inevitable tides of demographic change

Investing in longevity: the next frontier in retirement and health equity

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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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