As we approach the end of 2025, Greg and Doug reflect on recent market volatility, particularly in the AI sector. They also discuss predictions from last year and the upcoming year, including trends in electric vehicles and potential geopolitical conflicts, and break down the economic environment that usually accompanies the bursting of bubbles. 

Key Takeaways

[00:17] - An AI reset

[03:33] - Ford switches gears on all-electric trucks

[06:58] - Earnings, interest rates, oil, and other 2026 predictions

[15:52] - What history tells us about bubbles bursting

View Transcript

Links

Ford to record $19.5 billion in special charges as it pulls back on EV plans

Zaccardi: Analysts expect 14% SPX EPS growth next year, 19% for the Nasdaq 100

BofA: Major asset bubbles in global equities in the last ~180 years have all seen financial conditions tighten before the end

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Doug Stokes

Greg Stokes

Stokes Family Office

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