Don’t Just Do Something, Stand There

After lamenting the struggles of our local sports teams, Doug and Greg delve into the New York City mayoral results and the economic implications. The conversation shifts to economic updates, including jobs, inflation, interest rates, and housing. The guys finish by looking at what history tells us about bear markets, recessions, and long-term strategies.

Key Takeaways

[01:45] - The economic themes from Zohran Mamdani’s win in the NYC mayoral race

[11:45] - Jobs, inflation, and housing

[14:44] - Checking in on the long-term bond market

[16:33] - Not finding any indicators of a looming recession

View Transcript

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Doug Stokes

Greg Stokes

Stokes Family Office

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