Artwork
iconShare
 
Manage episode 516999330 series 3404637
Content provided by Stokes Family Office. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stokes Family Office or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  • [00:17] - Rate cuts and market growth

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

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

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

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

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.

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.

  continue reading

189 episodes