The Tariff Ruling And The AI Revolution

Doug and Greg discuss the recent court ruling on tariffs and the implications for the market. Highlighted by Nvidia's impressive earnings, they’ll also talk about the ongoing AI revolution and how it will affect inflation, decentralization, and the job market. They finish by looking at the housing market, which now has the highest recorded rate of sellers vs. buyers. Key Takeaways [0:18] - Tariff turmoil: the court's decision and market reactions [12:37] - Nvidia earnings & the AI revolution [17:27] - Bracing for job disruption that will come from AI [22:16] - Shifting real estate market dynamics View Transcript Links Federal court blocks Trump from imposing sweeping tariffs under emergency powers law Goldman, Morgan Stanley Say Trump Can Deploy Other Tariff Tools Trump erupts when asked about 'TACO trade' The Tech Industry Is Huge—and Europe’s Share of It Is Very Small Cullen Roche’s Three Things – Exponential AI The U.S. Housing Market Has Nearly 500,000 More Sellers Than Buyers—the Most on Record. The repeat homebuyer age was 40 in 2000. It's 61 now. Apartment List national rent data 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.