Greg and Doug Stokes discuss the recent end of the government shutdown and the market rally that followed. They also check in on the narrative that the Magnificent 7 is carrying the market, the need to cut real estate red tape, and a financial reality check for AI. They finish by diving into the concept of 'inflection bubbles' and how speculative investments can coordinate future growth.

Key Takeaways

[00:16] - The government shutdown resolution

[04:03] - Is the market still driven by the Mag 7?

[06:46] - The need for cutting real estate red tape 

[13:11] - AI’s financial reality check

[16:09] - Speculative bubbles can create lasting infrastructure

View Transcript

Links

Carolson: 4 of the Mag 7 are now up less than 10% on the year

Linburg: building new apartments - even "luxury" - reduces rents down the spectrum.

JPMorgan warns AI boom needs $650 billion a year, just for 10% return

Thompson: The benefits of bubbles

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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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