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

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Doug Stokes

Greg Stokes

Stokes Family Office

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