New Orleans is Heating. Inflation is Cooling.

Markets are hitting new highs, corporate earnings are growing rapidly and inflation continues to cool. Doug and Greg discuss why the economic backdrop remains strong and why today’s market looks very different from the tech bubble of the late 1990s. They also dig into the very different ways Americans are experiencing inflation, from homeowners with low-rate mortgages to buyers facing today’s borrowing costs. From there, the conversation turns to the American traveler, the extraordinary spending power of U.S. households, and what packed airports and booming tourism might tell us about the economy. Finally, they guys look at signs that the housing recession may be ending, how rising wealth could be allowing some Americans to retire earlier than expected, and whether cryptocurrency still has a long-term role or is simply waiting for its next speculative wave. Key Takeaways 00:17 — Markets hit new highs as earnings surge 02:03 — Inflation is cooling 04:50 — Just how wealthy are Americans? 10:59 — Why it’s hard to to call this any sort of tech bubble 13:55 — Is the housing recession over? 15:15 — Rising wealth and early retirement 16:45 — Is cryptocurrency here to stay? 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.