Interest Rates, Iran, & the Midterm Markets

Markets are digesting shifting expectations for the Federal Reserve, stubbornly high interest rates, and continued uncertainty surrounding Iran. Doug and Greg discuss why government debt, not 5% interest rates, may be the bigger concern, how higher yields are changing the bond market, and why geopolitical tensions haven't derailed stocks. Plus, they look at what prediction markets are saying about the upcoming midterm elections, explain why politics shouldn't dictate your long-term investment strategy, and the good news behind interest rates. Key Takeaways 00:02 — The markets react to the Fed 03:00 — Government spending & the cost of debt 05:05 — Are 5% interest rates really that high? 08:10 — Households are in better shape than governments 09:30 — Iran's impact on rates, oil, & inflation 15:43 — What prediction markets say about the midterms 19:26 — Why politics shouldn't change your portfolio 20:36 — The good news about 5% bond yields View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify 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. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.