In this Halloween week edition of Lagniappe, Greg and Doug discuss market momentum following the Fed’s latest rate cut, a thaw in U.S.–China trade tensions, and standout corporate earnings. They explore how AI-driven productivity is reshaping the labor market, from tech layoffs to rising demand for skilled trades, and close with reflections on political undercurrents and industry innovation cycles.

Key Takeaways

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  [00:17 ] - Rate cuts and market growth

  
  


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  [04:41 ] - Productivity gains and labor market shifts due to AI advancements.

  
  


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  [08:39 ] - How economic disparities fuel political changes

  
  


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  [12:01 ] - The K-shaped economy and corporate earnings

  
  


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  [14:40 ] - The innovator’s dilemma for large companies

  
  

View Transcript

Links

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  K-Shaped Economy Also for Corporates

  
  

Connect with our hosts

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  Doug Stokes

  
  


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  Greg Stokes

  
  


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  Stokes Family Office

  
  

Subscribe and stay in touch

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  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.

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