Inflation Is A Yesterday Story

Doug and Greg dive into the most recent inflation data, which was softer than expected, examining how and why disinflation is currently taking hold in the economy. Taking in real-time shelter numbers, they also discuss the limited effects of tariffs so far, market optimism, and why the Fed should cut rates soon. Finally, heading into the U.S. Open weekend, they debate their two favorite sports and find a surprisingly profitable investment on the course.

Key Takeaways

[0:16] - Reacting to CPI data and how shelter factors in

[03:10] - Inflation, disinflation, jobs, and a September rate cut

[09:10] - CEO, Small Business, Consumer confidence all up

[12:38] - Musk vs. Trump, China deals, and S&P performance

[15:27] - Scottie Scheffler is the best investment you can make

View Transcript

Links

U.S. Inflation Remains Muted, With Limited Effects From Tariffs

NFIB Small Business Optimism Index jumps to the highest since February

Forget about the stock market, betting on Scottie Scheffler is the best investment around

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Doug Stokes

Greg Stokes

Stokes Family Office

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