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. Oil Change: Markets React to the Iran Conflict

    5D AGO

    Oil Change: Markets React to the Iran Conflict

    After ten days of conflict involving Iran and the broader Middle East, the Stokes brothers break down the impact on global oil markets, where prices surged and then retreated during a volatile week. They also explore the political ramifications abroad and at home, along with how the unfolding events may influence consumer sentiment and economic outlook. Key Takeaways [00:17] - The oil effect of the military operation in Iran [06:33] - Regime changes and what happens next [10:04] - Political ramifications, consumer sentiment, and upcoming midterms View Transcript Links Is Iran on the Brink of Another Revolution? 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
  2. The Market and Geopolitical Impact of the Iran Conflict

    MAR 5

    The Market and Geopolitical Impact of the Iran Conflict

    Greg and Doug analyze the recent escalation in Iran-US-Israel tensions, discussing modern military actions, market reactions, and future implications. They also break down how geopolitical shocks affect asset classes and the potential long-term outcomes of this conflict. Key Takeaways [00:17] - Reactions to the military operations in Iran [05:30] - Breaking down asset class performance [10:16] - Oil prices, the Strait of Hormuz, and long-term supply chain/inflation risks [17:41 -  Modern military tactics and what comes next View Transcript Links Military Conflicts Mostly Haven't Held Up Long-Term Stock Growth 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.

    25 min
  3. Combating Charlatans With Diversification

    FEB 26

    Combating Charlatans With Diversification

    After an AI doomsday report shook Wall Street, Doug and Greg Stokes break down how they see the future of work and AI playing out and why a diversified portfolio is the measured response to charlatan predictions. They also examine private credit trends and the real estate market as mortgage rates continue to fall, as well as the potential of corresponding headwinds to disinflation.  Key Takeaways [00:17] - Tariff ruling + an AI doomsday report [06:13] - Private credit sector concerns amidst market volatility [08:38] - Combating charlatan predictions with a diversified portfolio [15:22] - Mortgage rates are following interest rates [20:05] - Headwinds to disinflation are coming View Transcript Links Viral Doomsday Report Lays Bare Wall Street’s Deep Anxiety About AI Future Robert Kiyosaki: The Boy Who Cried Crash Once America’s Most Affordable Rental City, Austin Is About to Get More Expensive 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.

    26 min
  4. Making Moves: Rent, Real Estate, & Rate Cuts

    FEB 12

    Making Moves: Rent, Real Estate, & Rate Cuts

    On Muses Thursday in New Orleans, Doug and Greg Stokes look at declining rental prices and forward-looking real estate value, and make predictions for what this data means for rate cuts. The guys also discuss human behavior with prediction markets, the current and future outlook for cryptocurrency, and the contrasting performance of old-world versus new-world companies. Key Takeaways [00:17] - Rent rates are down for the 32nd consecutive month [05:05] - Forward-looking value in real estate [09:00] - Prediction markets and human nature [13:01] - What’s going on with crypto/Bitcoin [18:46] - Old vs New World market dynamics  View Transcript Links US rents down 1.4% over the last year, the 32nd consecutive month with a YoY decline. Israeli Soldiers Accused of Using Polymarket to Bet on Strikes 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.

    26 min
  5. Market Volatility & the AI Narrative

    FEB 6

    Market Volatility & the AI Narrative

    This week, we’re celebrating Family Gras weekend in New Orleans and our 200th episode! Doug and Greg delve into the recent volatility in the stock market, particularly concerning technology companies, and how AI efficiency is benefiting old-school industries.  Key Takeaways [00:17] - Kicking off Family Gras weekend in New Orleans [01:25] - Market volatility and a sentiment shift  [05:09] - How AI efficiency benefits old-school businesses [09:05] - The narrative around AI-related companies [13:50] - Monitoring the potential for military movement in Iran View Transcript Links Zaccardi: OBBBA effectively juiced what was already a capex bubble 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
  6. What’s Bubbling Under the Surface?

    JAN 29

    What’s Bubbling Under the Surface?

    This week, Doug and Greg Stokes look at the year-over-year shift in market dynamics, from large-cap US stocks to commodities and consumer staples. They also discuss earnings news, particularly involving Microsoft, Meta, and AI spend. And as international stocks and emerging markets have success, they continue to beat the drum for long-term diversification.  Key Takeaways [00:17] - Asset class shifts from 2025 to 2026 [04:13] - Predicting if/when the Fed cuts rates [08:03] - What do parabolic commodity prices mean? [09:09] - Big earnings season news from Microsoft and Meta [13:00] - The effect of regulation on Financials [16:26] - International and emerging markets View Transcript Links This Is Not What a Healthy Bull Market Looks Like Microsoft shares dive as data center spending overshadows earnings surge 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
  7. Greenland, Small-Caps, and the Fed Future

    JAN 22

    Greenland, Small-Caps, and the Fed Future

    Greg and Doug Stokes discuss the most recent news surrounding Greenland, tariffs, and whether or not it’s all a smoke screen for acquiring rare earths. They also delve into the rise of Chinese automotive companies, the performance of small caps, the dynamics of interest rates and inflation, and the Federal Reserve's future and its impact on the economy. Key Takeaways [00:17] - Greenland’s rare earths and ongoing geopolitical tensions [08:27] - The rise of the Chinese automotive industry [10:40] - Small caps are on the rise in U.S. markets [13:10] - Interest rates follow the path of inflation and GDP [17:09] - Updates on the Fed’s present and future moves  View Transcript Links The Arctic Smokescreen Chinese EVs Blow Past Tesla and Tariffs En Route to Global Reign Small-Caps Turn a Corner 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
  8. Military Engagements & Market Reactions

    JAN 14

    Military Engagements & Market Reactions

    We’re kicking off Mardi Gras season here in New Orleans with another episode of the Lagniappe Podcast. Doug and Greg discuss the impact of recent geopolitical events on the markets and the potential for military engagement with Iran. They also explore the implications of Federal Reserve independence on market dynamics and explain why this isn’t an AI bubble, and end with a bearish outlook on American markets and investment opportunities. Key Takeaways [00:17] - Mardi Gras season is here in New Orleans [01:14] - Geopolitical tensions and activity [05:11] - Impending military engagement with Iran? [09:32] - Political gamesmanship of the Fed’s independence [18:21] - This isn’t a bubble View Transcript Links Polymarket Iran predictions What to know about the DOJ's criminal probe into Fed Chair Powell Detrick: No, this Isn’t a bubble 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
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4.9
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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
    204
  • Rating
    Clean
  • Copyright
    © Copyright Stokes Family Office

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