What’s Next for the Young Bull Market?

Lagniappe

With updated CPI data in hand, Greg and Doug discuss the juxtaposition of market highs and inflationary effects on consumer behavior and sentiment. They’ll also analyze the current bull market and its future projections, interest rates, the evolving office market post-COVID, and of course, a weekly election update.

Key Takeaways

• [01:04] - Strong economic growth vs. rising prices
• [04:41] - Election predictions: polls vs. betting markets
• [09:32] - Bull market analysis and future projections
• [11:47] - Interest rates and the re-inverted yield curve
• [16:24] - The future of the office market post-COVID

View Transcript

Links

• Bilello: Prices increases over the past 4 years
• Nate Silver's election forecast
• Polymarket election forecast
• The bull market turns 2. Detrick & Varghese explain why history suggests the rally isn’t done.
• BofA: Both Mag. 7 and Other 493’s earnings are expected to slow in 3Q
• Morning Brew: Despite expectations, more employees are returning to the office.

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.

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.