Halloween, Hedge Funds, and a Hopeful Look at the Future
Happy All Saints’ Day from the home of the Saints. After recapping Halloween from Uptown New Orleans, we’ll jump into a discussion on the secrecy of some of the largest hedge funds. We’ll then look at the intertwined relationship and valuation of stocks and bonds, the trajectory of the U.S. markets, and our weekly inflation update.
Key Takeaways
[01:20] - Looking behind the curtain at hedge funds like Bridgewater [07:35] - The relationship and relative valuation of stocks & bonds in today's market [15:04] - The long-term trajectory of the U.S. economy [22:22] - Inflation update
Links
How does the world’s largest hedge fund really make its money? Hedge fund two sigma is hit by trading scandal How inflation altered the stock - bond relationship How often do we see intra-year declines like this? US stock market is almost 5x larger than the next biggest market Inflation-adjusted excess household liquidity September PCE inflation by the numbers
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Doug Stokes Greg Stokes Stokes Family Office
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