November 21, 2023

What We’re Thankful For

30 minutes

As we look forward to Thanksgiving, we start by saying what we’re grateful for including being American at this point in time of history. We’ll then juxtapose that with what’s going on in one of our favorite countries, Argentina as well as across Latin America and the world. We take note of the strength of the economy in the everyday things we see, give our weekly Fed/inflation update, and finish with our thoughts on Americans’ confidence in the future.

Key Takeaways

[01:10] - Election shocker in Argentina

[06:17] - Why business-friendly environments in Latin America are great for the US, world

[12:14] - What F1 races, restaurant reser airport lines tell us about the economy

[16:05] - Our weekly Fed/Inflation update

[19:22] - Value propositions of the Magnificent 7

[26:32] - Why confidence for our children’s futures is at all-time lows

Links

Argentine libertarian Milei pledges new political era after election win

What China's shrinking population means for the global economy

An on-the-ground report from the Formula 1 race in Vegas

The economy is meaningfully less interest rate sensitive than in times past

The Bloomberg Aggregate Index inched about 0% YTD

Sam Altman joins Microsoft as OpenAI names its third CEO in 3 days

Only 19% feel confident their children’s lives will be better than theirs

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Doug Stokes

Greg Stokes

Stokes Family Office

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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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