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Lagniappe

Lagniappe

De : Stokes Family Office
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 Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!Copyright Stokes Family Office Economie Politique et gouvernement
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    Épisodes
    • Making Moves: Rent, Real Estate, & Rate Cuts

      Making Moves: Rent, Real Estate, & Rate Cuts
      Feb 12 2026
      On Muses Thursday in New Orleans, Doug and Greg Stokes look at declining rental prices and forward-looking real estate value, and make predictions for what this data means for rate cuts. The guys also discuss human behavior with prediction markets, the current and future outlook for cryptocurrency, and the contrasting performance of old-world versus new-world companies. Key Takeaways [00:17] - Rent rates are down for the 32nd consecutive month [05:05] - Forward-looking value in real estate [09:00] - Prediction markets and human nature [13:01] - What’s going on with crypto/Bitcoin [18:46] - Old vs New World market dynamics View Transcript Links US rents down 1.4% over the last year, the 32nd consecutive month with a YoY decline. Israeli Soldiers Accused of Using Polymarket to Bet on Strikes Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
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      26 min
    • Market Volatility & the AI Narrative

      Market Volatility & the AI Narrative
      Feb 6 2026
      This week, we’re celebrating Family Gras weekend in New Orleans and our 200th episode! Doug and Greg delve into the recent volatility in the stock market, particularly concerning technology companies, and how AI efficiency is benefiting old-school industries. Key Takeaways [00:17] - Kicking off Family Gras weekend in New Orleans [01:25] - Market volatility and a sentiment shift [05:09] - How AI efficiency benefits old-school businesses [09:05] - The narrative around AI-related companies [13:50] - Monitoring the potential for military movement in Iran View Transcript Links Zaccardi: OBBBA effectively juiced what was already a capex bubble Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
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      19 min
    • What’s Bubbling Under the Surface?

      What’s Bubbling Under the Surface?
      Jan 29 2026
      This week, Doug and Greg Stokes look at the year-over-year shift in market dynamics, from large-cap US stocks to commodities and consumer staples. They also discuss earnings news, particularly involving Microsoft, Meta, and AI spend. And as international stocks and emerging markets have success, they continue to beat the drum for long-term diversification. Key Takeaways [00:17] - Asset class shifts from 2025 to 2026 [04:13] - Predicting if/when the Fed cuts rates [08:03] - What do parabolic commodity prices mean? [09:09] - Big earnings season news from Microsoft and Meta [13:00] - The effect of regulation on Financials [16:26] - International and emerging markets View Transcript Links This Is Not What a Healthy Bull Market Looks Like Microsoft shares dive as data center spending overshadows earnings surge Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
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      20 min
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