60% of the Time, It Works Every Time

The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve. Key Takeaways [06:18] - Is there any merit to the US dollar losing its status as a reserve currency? [09:57] - Why is Bitcoin back up? [12:09] - The speculative mania behind new tech like AI [16:01] - What happens when the Fed stops its rate hiking cycle? [22:00] - US vs International performance; a shift from growth to value [27:05] - The financial impact of an aging population Links Ryan Detrick - S&P 500 gains after a >7% Gain Q1 Historically Cullen Roche - Is the US dollar losing reserve status? Jurrien Timmer - The final Fed tightening cycle historically WP: How Silicon Valley Bank’s executives tweaked their risk model JP Morgan: USA vs EAFE relative performance Lawrence Hamtil Charlie Bilello: the % of Americans 65 and older 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.