We start by commemorating Warren Buffett's retirement, which marks a significant moment in investing history. We’ll examine his philosophies and Berkshire Hathaway’s remarkable gains under Buffett's leadership. We then shift to the market rebounding after April volatility, noting strong job creation and consumer spending. As tariff-related headlines drive market movements, we look at AI investments, the potential for stagflation, and how the Federal Reserve's decisions will significantly impact market direction.

Key Takeaways

• [0:19] - Warren Buffett's retirement and legacy

• [08:13] - The market’s rebound after a volatile April

• [10:54] - AI investments expected to continue despite economic uncertainties

• [14:06] - Job creation/consumer spending indicate resilience in U.S. economy

• [15:58] - Are we heading into a time of stagflation?

• [18:09] - The Fed’s role & positive indicators for future growth

View Transcript

Links

• 'Washed up' Warren Buffett has supposedly lost a step. The investor has scored an $11 billion gain on Apple this year.

• DeepSeek and tariffs fail to undermine the AI investment boom (so far)

• Torsten Sløk: Stagflation coming

• Commodity prices, the dollar and stagflation risk

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• 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.