The Scoreboard Looks Good After the First Quarter

We’ll react to Jerome Powell’s post-Quarter 1 comments and look at inflation and the economy related to oil/gas, real estate, and commodities prices. We’ll then look at strong financial numbers coming out of Mexico and prognosticate what a bright future could look like with our Southern neighbors as a main manufacturing partner. We’ll finish by joining the national narrative on Caitlin Clark, LSU, and the rise of women’s hoops.  Key Takeaways [00:17] - A big picture view after quarter 1 [06:35] - Inflation risks as the price of commodities increases [09:51] - The interesting parallel between oil/gas and real estate  [14:32] - Recovery #s for SBF & Madoff clients  [15:50] - Mexico unemployment down, peso up [19:07] - The golden rule of compounding Links Timmer: After falling a modest 2.8% in '23, earnings are expected to grow 9% in '24 1st time since Q3 of 2022 that Tesla has delivered under 400,000 units in a quarter Housel: the % of hedge funds & mutual funds that did worse than investing with Madoff Bilello: never interrupt compounding unnecessarily Women’s Final 4 ticket prices are twice that of the men’s  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.