It’s Super Bowl Weekend in New Orleans!

Our daily commutes include celebrity sightings these days which means it’s Super Bowl time in New Orleans. We’ll discuss the big game and why the Big Easy is such a great host. We’ll also give our analysis of market volatility given the recent jobs report, political movement, and AI developments. We’ll finish with the importance of long-term investment strategies, and the psychological factors such as recency bias that influence investor behavior.

Key Takeaways

[00:17] - Celebrity sightings in New Orleans [04:06] - Nola is great at hosting Super Bowls + bad things happen in the markets when the Eagles win [06:46] - Inflationary concerns, truflation and the impact of housing [10:26] - Chinese stocks + American AI spend [14:47] - The short-termism of social media and market prognosticators [18:25] - Why we believe in long-term strategies with a diversified portfolio

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