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What the Market Taught Investors in 2023

· Lagniappe

Heading into a big NFL weekend, we look at the wins and losses and what we learned from the market in 2023. We also chat about conflicting inflation data leading to renewed calls for recession. We then finish with a blitz of news including Boeing, Bill Gates, and Zuckerberg’s cows.

Key Takeaways

[00:17] - Why the disciplined investor is paid off in the long run [05:18] - Conflicting inflation/CPI data [09:15] - Renewed recession narratives from prognosticators [13:47] - Boeing insider trading [17:24] - Bill Gates and diversification [18:35] - Mark Zuckerberg’s cows drink beer [22:51] - Do insurance rates affect inflation?

Links

12 lessons the market taught investors in 2023 Annualized volatility & returns since 1928 Hertz dumps EVs, including Teslas, for gas cars Mark Zuckerberg's cattle get beer and macadamia nuts Ro: If you're trying to become a trillionaire, you've come to the wrong place Dolphins at Chiefs could be the coldest game in history for both franchises Remarkable surge in auto insurance costs fans US inflation

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Doug Stokes Greg Stokes Stokes Family Office

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