Lagniappe

Stokes Family Office
  • 4.9 (35)
  • Business
  • Updated Weekly

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. 2d ago

    New Orleans is Heating. Inflation is Cooling.

    Markets are hitting new highs, corporate earnings are growing rapidly and inflation continues to cool. Doug and Greg discuss why the economic backdrop remains strong and why today’s market looks very different from the tech bubble of the late 1990s. They also dig into the very different ways Americans are experiencing inflation, from homeowners with low-rate mortgages to buyers facing today’s borrowing costs. From there, the conversation turns to the American traveler, the extraordinary spending power of U.S. households, and what packed airports and booming tourism might tell us about the economy. Finally, they guys look at signs that the housing recession may be ending, how rising wealth could be allowing some Americans to retire earlier than expected, and whether cryptocurrency still has a long-term role or is simply waiting for its next speculative wave. Key Takeaways 00:17 — Markets hit new highs as earnings surge 02:03 — Inflation is cooling 04:50 — Just how wealthy are Americans? 10:59 — Why it’s hard to to call this any sort of tech bubble 13:55 — Is the housing recession over? 15:15 — Rising wealth and early retirement 16:45 — Is cryptocurrency here to stay? 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.

    New Orleans is Heating. Inflation is Cooling.

  2. Aug 7

    The Earnings Power Flex

    This week on the Lagniappe Podcast, Doug and Greg break down an unusual economic picture: job growth has stalled, interest rates remain elevated, and inflation continues to complicate the Fed’s next move — yet corporate earnings and the stock market remain surprisingly strong. They discuss why bad news for the labor market can sometimes be good news for stocks, how lower rates could unlock pent-up housing and real estate development, and why oil prices could play an important role in the inflation outlook. Plus, they dig into impressive S&P 500 earnings growth and why AI-driven productivity could give investors plenty to be optimistic about over the long term. Key Takeaways 00:17 — Jobs Report and the Market 02:01 — Why Bad Economic News Can Be Good for Stocks 03:11 — How Higher Interest Rates Slow the Economy 04:27 — Could Lower Oil Prices Give the Fed an Opening? 07:59 — What Happens If Interest Rates Fall + A Coming Housing Supply Problem 11:44 — S&P 500 Earnings Are Surging 13:16 — Why AI Makes Greg Bullish Long Term 15:44 — The Big Takeaway on Earnings 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.

    The Earnings Power Flex

  3. Jul 30

    Volatility vs. Fundamentals

    Doug and Greg discuss one of the market's most volatile weeks in recent memory. After a sharp selloff following the Fed's decision to hold rates steady while signaling a more hawkish outlook, markets rebounded dramatically thanks to blockbuster earnings from Microsoft and encouraging AI-related results. The guys explore why individual stock volatility remains unusually high, why the broader market looks healthier than headlines suggest, and how strong corporate earnings continue to support economic growth. They also touch on geopolitical tensions in the Middle East and what the current political landscape could mean heading into the 2028 election. Key Takeaways [0:00] – Market rebound [2:29] – Why individual stock picking has become so difficult [4:19] – Volatility beneath the surface of the market [6:55] – Middle East tensions, oil prices, and the market moving on [12:35] – Corporate earnings are exceeding expectations [15:08] – Is America really experiencing a K-shaped economy? [16:30] – The road to the 2028 election 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.

    Volatility vs. Fundamentals

  4. Jul 24

    The Market's AI Reality Check

    Markets took a breather this week as investors weighed escalating tensions in the Middle East against another strong round of Big Tech earnings. Doug and Greg discuss why AI spending is starting to be questioned, what history teaches us about speculative IPOs like SpaceX, how rising oil prices and interest rates are impacting markets, and why maintaining a long-term investment perspective matters more than reacting to short-term headlines. Key Takeaways [0:17] – Why markets remain near all-time highs despite recent pullbacks [3:13] – SpaceX IPO, fervor, and lessons from previous market bubbles [5:45] – When will AI investments begin producing meaningful returns? [8:07] – AI infrastructure spending can benefit society regardless of returns [10:32] – How investor sentiment toward AI spending has changed in just one quarter [12:13] – Iran, the Houthis, oil prices, and further geopolitical risks [16:02] – Rising Treasury yields and market impact [17:51] – Real estate outlook 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.

    The Market's AI Reality Check

  5. Jul 17

    Small Caps Shine While Markets Wait

    This week's Lagniappe podcast explores a market that continues to trade in a holding pattern. Greg and Doug discuss why easing inflation has helped calm markets, how strong bank earnings are setting an optimistic tone, and why small- and mid-cap stocks continue to outperform as demand for AI infrastructure fuels growth across the broader economy. The guys also recap an exciting FIFA World Cup semifinal round and preview Sunday's Argentina-Spain final. They close by discussing rising bond yields, what current betting markets suggest about the 2026 U.S. midterm elections, and why reducing political uncertainty could become an important catalyst for markets later this year. Key Takeaways [0:17] – Markets Remain in a Holding Pattern [1:57] – Iran, Oil Prices & Market Volatility [3:44] – Earnings Season Begins [5:00] – Why Small- & Mid-Cap Stocks Are Leading [8:34] – World Cup Semifinals Recap [11:07] – Bonds, Interest Rates & Inflation [13:45] – Midterm Elections & Betting Markets 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.

    Small Caps Shine While Markets Wait

  6. Jul 8

    Market Catalysts and World Cup Drama

    Greg and Doug discuss why markets are stuck in a holding pattern despite a strong first half of the year. They break down the three catalysts investors should be watching, corporate earnings, Federal Reserve policy, and the upcoming midterm elections, while exploring how AI infrastructure spending and geopolitical tensions are influencing inflation and interest rates. The episode wraps up with Wimbledon, the World Cup, The British Open, and the enduring greatness of Novak Djokovic and Lionel Messi. Key Takeaways [02:40] - Three catalysts that the market is looking for [05:12] - Probability of a rate hike + what the fallout would be [10:41] - The summer of European sports 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.

    Market Catalysts and World Cup Drama

  7. Jul 2

    America 250: Celebrating Innovation

    As we head into the 4th of July weekend, Greg and Doug Stokes take a moment to express their gratitude and pride as Americans. They look at Meta following SpaceX’s data center strategy, the healthy broadening of the market, and why the U.S. offers an unparalleled risk capital environment, fueling innovation and economic growth. Key Takeaways [00:17] - Why we’re grateful to be American [03:41] - Meta selling excess data center supply [09:25] - The Mag 7 & a broadening market performance [15:06] - Why American investment is unlike any other 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.

    America 250: Celebrating Innovation

  8. Jun 26

    Oil Prices & GLP-1s

    Greg and Doug Stokes analyze recent market volatility, looking at sector rotation and earnings expectations. They also break down why you can’t trust predictions on oil prices and how GLP-1 drugs could reshape our outlook on health, investment strategies, and the future of the economy. Key Takeaways [00:17] - Volatility under the surface [03:45] - Google's inclusion in the Dow [07:05] - You can’t predict the oil market [15:06] - The impact of GLP-1 Drugs on health and the economy View Transcript Links Trump blames ‘Big Oil’ for gas prices 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.

    Oil Prices & GLP-1s
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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 - 2026
  • Episodes
    224
  • Rating
    Clean
  • Copyright
    © Copyright Stokes Family Office

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