Lagniappe

Stokes Family Office

Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!

  1. A Holiday Season Review of 2025

    12/24/2025

    A Holiday Season Review of 2025

    In this Holiday edition of the Lagnaippe Podcast, Greg and Doug Stokes discuss the biggest economic trends of 2025, including the rally in precious metals, the volatility of Bitcoin, and the resilience of the US economy/consumer. They explore the impact of AI on inflation and productivity, normal market behavior, excitement for the bond market, the importance of keeping an even keel, and what’s coming next.  Key Takeaways [00:16] - The biggest surprises/trends of 2025 [03:33] - The resilience of the US economy and consumer [13:17] - AI's impact on jobs, inflation, and productivity [17:22] - Excitement for the bond market [18:09] - Normal market behavior and staying calm/diversified View Transcript Links Bitcoin Miners Thrive Off a New Side Hustle: Retooling Their Data Centers for AI All In Pod: Scott Bessent on Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026 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.

    24 min
  2. What History Tells Us About Bubbles Bursting

    12/19/2025

    What History Tells Us About Bubbles Bursting

    As we approach the end of 2025, Greg and Doug reflect on recent market volatility, particularly in the AI sector. They also discuss predictions from last year and the upcoming year, including trends in electric vehicles and potential geopolitical conflicts, and break down the economic environment that usually accompanies the bursting of bubbles.  Key Takeaways [00:17] - An AI reset [03:33] - Ford switches gears on all-electric trucks [06:58] - Earnings, interest rates, oil, and other 2026 predictions [15:52] - What history tells us about bubbles bursting View Transcript Links Ford to record $19.5 billion in special charges as it pulls back on EV plans Zaccardi: Analysts expect 14% SPX EPS growth next year, 19% for the Nasdaq 100 BofA: Major asset bubbles in global equities in the last ~180 years have all seen financial conditions tighten before the end 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.

    19 min
  3. SpaceX, Fed Moves, & Private Equity Entering College Sports

    12/11/2025

    SpaceX, Fed Moves, & Private Equity Entering College Sports

    It’s been a busy week in the markets. Doug & Greg jump in with the big news of SpaceX’s potential IPO in 2026 and what that could mean for next year’s blow-off top. They also discuss the Federal Reserve's recent rate cut, which came with rare dissenters, and how politics is playing a part. They finish with the implications of private equity on college sports’ ever-changing NIL landscape. Key Takeaways [00:16] - The IPO wave may be here with SpaceX announcement [07:47] - Talking Fed: rate cut, dissenters, and chair/board jockeying  [13:00] - Utah is the first college to accept private equity capital View Transcript Links Musk Signals Reports Of SpaceX Planning An IPO Next Year Are ‘Accurate’ 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.

    21 min
  4. AI Bubble Predictions & Latin American Influence

    12/04/2025

    AI Bubble Predictions & Latin American Influence

    Doug and Greg are back after a Holiday break. They continue the weekly AI conversation with 2026 predictions, potential IPOs, and Google’s rising market strength. They also discuss recent geopolitical events in Venezuela and the strategic U.S. interests in the region, amidst rising tensions with China. Key Takeaways [00:16] - Our predictions on the AI bubble in 2026 [06:08] - Google's resurgence in the AI space [11:00] - Oil, narcotics, and China/US influence in Latin America View Transcript Links Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT Welcome to America! Captured Drug Lords Choose: Snitch or Suffer 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.

    23 min
  5. Technology is a Deflationary Force

    11/20/2025

    Technology is a Deflationary Force

    In this week-before-Thanksgiving episode, Doug and Greg Stokes guess what we’ll be discussing around the dinner table next week. They combat the negativity/bubble talk and break down why we’re not in a euphoric period. They also examine historical data on normal, small market corrections, the life and cost-saving data on autonomous driving, and the productivity gains/cost reduction that will come from this tech revolution. Key Takeaways [00:16] - Small market corrections are normal [07:52] - The rise of autonomous driving is going to change the world [11:20] - Inflation talk is back, but technology is deflationary View Transcript Links Fear and Greed Index The probability of default for AAA-rated to CCC/C rated Tesla FSD: 6.4B miles, only ~2 reported fatalities Bill McBride - The Future is So Bright 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.

    20 min
  6. The Shutdown Ends, The Markets React

    11/13/2025

    The Shutdown Ends, The Markets React

    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 [00:16] - The government shutdown resolution [04:03] - Is the market still driven by the Mag 7? [06:46] - The need for cutting real estate red tape  [13:11] - AI’s financial reality check [16:09] - Speculative bubbles can create lasting infrastructure View Transcript Links Carolson: 4 of the Mag 7 are now up less than 10% on the year Linburg: building new apartments - even "luxury" - reduces rents down the spectrum. JPMorgan warns AI boom needs $650 billion a year, just for 10% return Thompson: The benefits of bubbles 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.

    22 min
  7. Don’t Just Do Something, Stand There

    11/05/2025

    Don’t Just Do Something, Stand There

    After lamenting the struggles of our local sports teams, Doug and Greg delve into the New York City mayoral results and the economic implications. The conversation shifts to economic updates, including jobs, inflation, interest rates, and housing. The guys finish by looking at what history tells us about bear markets, recessions, and long-term strategies.  Key Takeaways [01:45] - The economic themes from Zohran Mamdani’s win in the NYC mayoral race [11:45] - Jobs, inflation, and housing [14:44] - Checking in on the long-term bond market [16:33] - Not finding any indicators of a looming recession View Transcript 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.

    24 min
  8. Ghosts in the Machine: Markets, AI, and the Future of Work

    10/31/2025

    Ghosts in the Machine: Markets, AI, and the Future of Work

    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 K-Shaped Economy Also for Corporates 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.

    22 min
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About

Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!

Information

  • Creator
    Stokes Family Office
  • Years Active
    2022 - 2025
  • Episodes
    195
  • Rating
    Clean
  • Copyright
    © Copyright Stokes Family Office