Greg and Doug Stokes discuss the recent end of the government shutdown and the market rally that followed. They also check in on the narrative that the Magnificent 7 is carrying the market, the need to cut real estate red tape, and a financial reality check for AI. They finish by diving into the concept of 'inflection bubbles' and how speculative investments can coordinate future growth.

Key Takeaways

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  [00:16 ] - The government shutdown resolution

  
  


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  [04:03 ] - Is the market still driven by the Mag 7?

  
  


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  [06:46 ] - The need for cutting real estate red tape 

  
  


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  [13:11 ] - AI’s financial reality check

  
  


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  [16:09 ] - Speculative bubbles can create lasting infrastructure

  
  

View Transcript

Links

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  Carolson: 4 of the Mag 7 are now up less than 10% on the year

  
  


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  Linburg: building new apartments - even "luxury" - reduces rents down the spectrum.

  
  


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  JPMorgan warns AI boom needs $650 billion a year, just for 10% return

  
  


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  Thompson: The benefits of bubbles

  
  

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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  Apple Podcasts

  
  


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  Spotify

  
  


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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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