One 2026 Quarter in the Books

Somehow, three months have already come and gone, and what a quarter it was. Doug and Greg give updates on the market’s turbulent reaction to the Iran conflict with a hopeful outlook for Q2. They also touch on getting back to business as usual, discussing the SpaceX IPO, interest rate expectations, and corporate efficiency movements.

Key Takeaways

[00:17] - Market turbulence since the Iran conflict began

[03:34] - What to expect from the Trump administration

[08:51] - Fixed income and rate cut expectations

[10:10] - Getting back to business as usual, plus the SpaceX IPO

[13:58] - Q2 outlook

View Transcript

Links

Oracle cutting thousands in latest layoff round as company continues to ramp AI spending

SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals

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Doug Stokes

Greg Stokes

Stokes Family Office

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