AI Tailwinds and US Market Resilience

Greg and Doug give an update on Iran as truce negotiations continue. They’ll explore the impact on global markets and the US economy's resilience. The guys also discuss the ongoing, massive reindustrialization centered around AI and the potential long-term deflationary effects of these technological advancements.

Key Takeaways

[00:17] - An update on Iran

[04:07] - US market resilience

[06:52] - AI tailwinds

[10:02] - What’s driving the growth of the stock market?

[13:15] - Ford, EVs, and AI

[16:17] - Technology is the ultimate deflationary factor

View Transcript

Links

US Iran Agree on Further Truce Pending Signoff

Micron stock jumps after company tops $1 trillion in market cap

EVs, hybrids to hit 30% of car sales in 2026: IEA

Roche: Deflation — not inflation — poses a bigger risk in the age of A

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Doug Stokes

Greg Stokes

Stokes Family Office

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