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Stokes Family Office에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stokes Family Office 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Narrative Ping Pong: Recessions and All-Time Highs

26:56
 
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Manage episode 434581303 series 3404637
Stokes Family Office에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stokes Family Office 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech, the Super Bowl, and hurricanes mean for our local economy, and we’ll end —as we seemingly always do—with where we think rates are going.

Key Takeaways

  • [00:18] - Walmart, Amazon, AI + what the data is saying about a recession
  • [06:24] - Chevron rolls out new drilling tech + what it means for our region
  • [11:28] - The impact of the Super Bowl + local real estate issues
  • [16:40] - Societal changes from drinking less to not wanting a driver’s license
  • [21:11] - Where are rates going?

View Transcript

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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.

  continue reading

132 에피소드

Artwork
icon공유
 
Manage episode 434581303 series 3404637
Stokes Family Office에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stokes Family Office 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech, the Super Bowl, and hurricanes mean for our local economy, and we’ll end —as we seemingly always do—with where we think rates are going.

Key Takeaways

  • [00:18] - Walmart, Amazon, AI + what the data is saying about a recession
  • [06:24] - Chevron rolls out new drilling tech + what it means for our region
  • [11:28] - The impact of the Super Bowl + local real estate issues
  • [16:40] - Societal changes from drinking less to not wanting a driver’s license
  • [21:11] - Where are rates going?

View Transcript

Links

Connect with our hosts

Subscribe and stay in touch

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.

  continue reading

132 에피소드

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