June 27, 2024

Thinking About the Markets Like Roger Federer

27 minutes

It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism.

Key Takeaways

[00:17] - On debate day, we look at what the election could mean financially

[09:50] - America and American families keep prevailing/thriving

[16:19] - American tourists are driving European economies

[19:22] - Federer wisdom + optimism

View Transcript

Links

Nate Silver’s first 2024 election model prediction: not a toss-up

Silver: Who is favored to win the 2024 election?

Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030

Slok: Household net worth is almost 8x higher than disposable income

WSJ: Europe has a new economic engine - American tourists

The American consumer is Europe’s stimulus package

Outside of the top 10 stocks, the market is reasonably priced

June-August are historically the best 3 months of an election year

Roger Federer’s Dartmouth commencement speech

Connect with our hosts

Doug Stokes

Greg Stokes

Stokes Family Office

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

lagniappe.stokesfamilyoffice.com

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.

...more