Advocating for Common Sense

Doug and Greg start this week by noting a pod prediction that came true in regard to the latest CPI/inflation numbers. They also look at current and past S&P 500 top 10 holdings to answer a hypothetical investment question on diversification vs. the big tech stalwarts. Finally, they prepare for the ramifications of the debt ceiling debate, check in on Russia/Ukraine, and look back at the results of the student debt moratorium. Key Takeaways [01:04] - Our weekly inflation check-in [05:10] - Tech’s current hold on the S&P 500 top 10 holdings [13:34] - Apple vs the World [18:54] - Explaining the Debt Ceiling debate [24:01] - An update on the Russia/Ukraine conflict [27:39] - What we now know about the 2020 student debt moratorium  Links BI: Inflation continued to cool in April Truflation Conor Sen: Owners’ equivalent rent — the turn-down has begun Luis Gonzali: Top 10 S&P 500 Holdings since 1980 Brian Beal: Apple’s market cap is as large as every UK business combined Brookings: How worried should we be if the debt ceiling isn’t lifted? Russia had only one tank in their Victory Day parade Univ. of Chicago - Debt Moratoria: Evidence from Student Loan Forbearance 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.