What the 4th of July Means to Us
Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the odds on what happens next. We’ll also discuss our expectations for rate cuts and the economic impact of Ozempic-like drugs.
Key Takeaways
[03:17] - Fallout from the disaster of last week’s debate [09:04] - How fixed income relates to inflation [11:42] - Our logical expectations on rate cuts this year [18:25] - The real-life impact of chief market strategists’ prognostications [22:50] - Can Ozempic-like drugs have a positive economic impact?
View Transcript
Links
Election betting odds Real Clear polling data How U.S. airlines are hoping Ozempic can save them money CDC: Health and economic costs of chronic conditions
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Doug Stokes Greg Stokes Stokes Family Office
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