What Does a Soft Landing Look Like?

As we brace for the first hurricane of the season, we hope everyone in the storm’s path stays safe.

This week, Greg & Doug Stokes discuss what a soft landing for the market means and the challenges faced by urban areas and the commercial real estate industry. They also touch on the yield curve, Fed cuts, and the upcoming U.S. presidential election as we continue to emphasize the importance of not letting political ideologies drive investment strategies.

Key Takeaways

[00:17] - Hurricane update from New Orleans [01:14] - Navigating market volatility in September and October [04:53] - This is what a soft landing looks like [08:25] - The impact of Fed cuts and the upcoming election [13:06] - The un-inversion of the yield curve [16:51] - Challenges in and predictions for the commercial real estate industry [23:21] - Urban cores are struggling [27:00] - European men are dominating tennis

View Transcript

Links

Sløk: This is a Soft Landing Nate Silver’s election prediction More Businesses = More Bankruptcies The ‘Yield Curve’ Briefly Turned Normal. What It Means for Stocks.

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Doug Stokes Greg Stokes Stokes Family Office

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