60% of the Time, It Works Every Time
The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve.
Key Takeaways
[06:18] - Is there any merit to the US dollar losing its status as a reserve currency? [09:57] - Why is Bitcoin back up? [12:09] - The speculative mania behind new tech like AI [16:01] - What happens when the Fed stops its rate hiking cycle? [22:00] - US vs International performance; a shift from growth to value [27:05] - The financial impact of an aging population
Links
Ryan Detrick - S&P 500 gains after a >7% Gain Q1 Historically Cullen Roche - Is the US dollar losing reserve status? Jurrien Timmer - The final Fed tightening cycle historically WP: How Silicon Valley Bank’s executives tweaked their risk model JP Morgan: USA vs EAFE relative performance Lawrence Hamtil Charlie Bilello: the % of Americans 65 and older
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Doug Stokes Greg Stokes Stokes Family Office
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