Lagniappe

Why the Risk Appetite Has Returned


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We’re coming off of another good market month. Sentiment is bullish, and we’ll look into why that’s the case. We’ll then discuss how/why we should hedge that optimism with historical data and end with updates on the electric vehicle and bond markets.


Key Takeaways

  • [00:16] - The risk appetite has returned
  • [04:52] - Why are the vibes the way they are right now?
  • [09:09] - Hedging optimism
  • [13:15] - Mania in the EV sector 
  • [18:42] - Bond market update

  • Links

    • Detrick: what happens historically when the S&P 500 is higher in both Jan and Feb
    • Carlson: A long time horizon is the ultimate equalizer in the stock market
    • Apollo’s Torsten Slok Says Fed Will Not Cut Rates in 2024
    • Detrick: stocks are up because we are looking at a major jump in productivity and EPS over the coming years
    • Galloway: Corporate Ozempic
    • Rivian and EV mania

    • Connect with our hosts

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office

      • Subscribe and stay in touch

        • Apple Podcasts
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        • 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.

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          LagniappeBy Stokes Family Office

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