Small Caps Shine While Markets Wait

This week's Lagniappe podcast explores a market that continues to trade in a holding pattern. Greg and Doug discuss why easing inflation has helped calm markets, how strong bank earnings are setting an optimistic tone, and why small- and mid-cap stocks continue to outperform as demand for AI infrastructure fuels growth across the broader economy.

The guys also recap an exciting FIFA World Cup semifinal round and preview Sunday's Argentina-Spain final. They close by discussing rising bond yields, what current betting markets suggest about the 2026 U.S. midterm elections, and why reducing political uncertainty could become an important catalyst for markets later this year.

Key Takeaways

[0:17] – Markets Remain in a Holding Pattern

[1:57] – Iran, Oil Prices & Market Volatility

[3:44] – Earnings Season Begins

[5:00] – Why Small- & Mid-Cap Stocks Are Leading

[8:34] – World Cup Semifinals Recap

[11:07] – Bonds, Interest Rates & Inflation

[13:45] – Midterm Elections & Betting Markets

View Transcript

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Doug Stokes

Greg Stokes

Stokes Family Office

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