How the AI Build-Out Could Fuel The Economy

2025-10-24 · Lagniappe

We continue our weekly trend of talking about markets hovering around all-time highs and the AI revolution. We start with what’s driving the positivity in the bond and stock markets and what the rent growth numbers tell us about the direction of inflation. We then shift to discussing the energy demand needed for this massive AI build-out, plus the derivatives that come along with this unprecedented investment. We’ll finish by talking sports as a betting cycle rocks the NBA and Shohei continues to do things we’ve never seen before.

Key Takeaways

[00:17] - What’s driving positivity in the bond and stock markets?

[03:24] - Single-family rent growth hits lowest level in 15 years

[05:48] - AI: build-out, not hype cycle?

[08:29] - Energy demand related to the AI build-out

[13:27] - The derivative explosion from AI investment

[16:07] - NBA betting scandal + Shohei is awesome

View Transcript

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Doug Stokes

Greg Stokes

Stokes Family Office

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How the AI Build-Out Could Fuel The Economy

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