October 26, 2023

Why Haven’t We Gone Into a Recession?

24 minutes

We start today with the narrative that Google’s earnings are the impetus for the markets selling off. Then with a historical perspective, we’ll share what we’re telling our clients during this choppy, ping pong market. We’ll finish with our thoughts on why we actually haven’t slipped into recession and how the U.S. missed a major refinancing opportunity.

Key Takeaways

[00:17] - Are Google’s earnings really why the market is down?

[04:08] - What we’re telling clients about the stock market

[09:27] - Difference between today & a bear market or bull market correction in the past

[15:50] - Why haven’t we gone into a recession?

[19:27] - The huge missed opportunity of the US not refinancing debt

Links

Happy 1 year anniversary to a 100% chance of recession forecast that never happened

CNN Fear and Greed Index

Sam Ro: 11 stock market charts that offer much-needed context

Michael Santoli on the Morningstar’s The Long View Podcast

The Billion Dollar Molecule

The greatest missed opportunity of our lifetimes

US interest costs outpacing investments

Connect with our hosts

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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