Best Disruptive Exuberance Podcasts (2025)

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Jobs Are Down, Market Valuations Are Up 18:36

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1h ago18:36

18:36

This week, we look at the recent job report, the Federal Reserve's expected actions on interest rates, and overall market dynamics, including the history-making influence of major tech companies. Our conversation also touches on the capitalism machine and how it relates to throwback fashion trends, individual stock investing challenges, and the nee…

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What Quarter of the Market Game Are We In? 18:52

7d ago18:52

18:52

Football is back! With that in mind, we’re going with a gridiron theme this week as we pull out our crystal ball and dig into what quarter of the bull vs bear game we’re in. We also explore the implications of the Fed shakeups on the economy, particularly regarding interest rates and housing, and look at the economic significance of population grow…

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The Jackson Hole Effect 24:56

15d ago24:56

24:56

While Jerome Powell and the Fed held their annual meeting, we discussed the implications of expected Fed rate cuts. We also delve into the dynamics of real estate in a post-COVID world with the rise of data centers, the challenges facing aging office buildings, and the demographic shifts that will shape future investment opportunities. Key Takeaway…

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History Doesn't Repeat, But It Rhymes 27:04

22d ago27:04

27:04

We begin this week by looking at inflation indicators like CPI, PPI, and tariffs. We also examine the impact of AI on employment, stagnation in the housing market, shifting consumer behaviors, and migration-altering taxation, and explore how these factors intertwine and influence the broader economic landscape. Key Takeaways [00:16] - Inflation Ins…

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Jobs, Tariffs, & IPOs 26:56

1M ago26:56

26:56

We dig into the latest jobs report that showed a significant decline in new jobs. We’ll also analyze the minimal effect that tariffs have had on inflation and the economy as a whole, and how the Fed can and should react with rate cuts. We’ll finish with a look at the recent run of IPOs, how they could indicate a return of speculative behavior, and …

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Markets Continue to Shrug Off Geopolitical Disruption 25:13

1M ago25:13

25:13

Greg and Doug Stokes start this week’s discussion with the European Union and South Korea trade deals. They also look at the massive windfall in profitability from the largest companies in America, which continues to buck the narrative that geopolitical uncertainty is going to push us into a downturn. Then, they explore inflation, housing, and the …

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Nearing the Market Exuberance Cycle 21:52

1M ago21:52

21:52

In the midst of another all-time market high, Doug and Greg discuss the potential for a new cycle of exuberance driven by IPOs. They delve into the significant market cap of tech giants like Nvidia and Microsoft, the incredible impact of AI on GDP growth and economic resilience, and the opportunities for small and mid-cap stocks. They also cover tr…

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Jamie Dimon, Private Credit, and Long-Term Inflation 28:02

2M ago28:02

28:02

The Stokes Brothers explore the rise of private credit as a trending asset class, its risks and rewards, and the implications of JP Morgan's $50 billion investment into the space. They also discuss the Fed Chair tit-for-tat, why we need an independent, formulaic process for setting rates, and the long-term outlook on inflation and housing. Key Take…

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Market Concentration, Tech Domination 28:06

2M ago28:06

28:06

Greg and Doug reflect on the recent tragedy in Texas before diving into the current state of the markets with a focus on the rise of tech giants like NVIDIA and their outsized impact. They explore big tech’s market concentration, productivity gains from AI, the IPO landscape, and improving public sentiment. They also detail real-time inflation, int…

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Celebrating the 4th With Market Recovery Fireworks 23:51

2M ago23:51

23:51

Happy Independence Week! We begin this week’s pod by discussing the remarkable recovery of the S&P 500, emphasizing the importance of maintaining a steady, long-term investment strategy. With that in mind, we’ll examine a study that demonstrates how dollar cost averaging outperforms trying to time the market perfectly. We also talk about the perfor…

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Robert Watson On The Car Business: Yesterday, Today, & Tomorrow 48:05

2M ago48:05

48:05

Greg and Doug Stokes interview Robert Watson, a veteran of the car business and former owner of Watson Quality Ford in Jackson, Mississippi. Robert shares his journey in the automotive industry, starting from his father's legacy to his own experiences in building a successful dealership. The conversation covers the evolution of car sales, the impac…

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Beating The Drum For Long-Term, Diversified Strategies 27:14

3M ago27:14

27:14

While we await updated Fed Day data, we renew our call for the Fed to cut rates, discuss the muted market response to international conflicts, and examine the important role of bonds in providing stability in investment portfolios. We also talk about Vanguard's less-than-stellar market forecast as we continue to stress the importance of maintaining…

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Inflation Is A Yesterday Story 26:03

3M ago26:03

26:03

Doug and Greg dive into the most recent inflation data, which was softer than expected, examining how and why disinflation is currently taking hold in the economy. Taking in real-time shelter numbers, they also discuss the limited effects of tariffs so far, market optimism, and why the Fed should cut rates soon. Finally, heading into the U.S. Open …

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Critiquing Forecasts, Praising Innovation 28:37

3M ago28:37

28:37

Doug and Greg begin this week’s episode with a critique of Jamie Dimon's forecasts regarding the bond market and financial predictions in general. They explore the rise of autonomous driving technology, the world-changing impact of American investment in innovation, and the influence of the political climate on markets and investment strategies. Ke…

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The Tariff Ruling And The AI Revolution 29:42

3M ago29:42

29:42

Doug and Greg discuss the recent court ruling on tariffs and the implications for the market. Highlighted by Nvidia's impressive earnings, they’ll also talk about the ongoing AI revolution and how it will affect inflation, decentralization, and the job market. They finish by looking at the housing market, which now has the highest recorded rate of …

1
Does the Moody’s Downgrade Matter? 25:16

4M ago25:16

25:16

This week, we’re focusing on the impact of Moody's downgrade of the US credit rating. How did the market react? Does it raise real concerns? Does it have real long-term effects? We’ll also delve into the implications of the new tax bill and its potential ramifications on the economy. We wrap with a look at hurricane season and the gripping story of…

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Roaring Back: The Market & The State of Louisiana 26:06

4M ago26:06

26:06

The last 40 days have seen the market sharply decline and come roaring back, and now, the market is positive on the year. We’ll look at how pending trade deals and tariff reductions have positively impacted the markets and discuss the strength of the American economy and consumer. We also talk real estate dynamics, interest rate projections, and ho…

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Warren Buffett Retirement & The Market Rebound 23:15

4M ago23:15

23:15

We start by commemorating Warren Buffett's retirement, which marks a significant moment in investing history. We’ll examine his philosophies and Berkshire Hathaway’s remarkable gains under Buffett's leadership. We then shift to the market rebounding after April volatility, noting strong job creation and consumer spending. As tariff-related headline…

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Climbing the Wall of Worry 29:25

4M ago29:25

29:25

This week, we look back on an interesting/memorable month as the market experiences a wall of worry, reflecting optimism despite economic disruptions. We look at historical data showing that investing at market tops can still yield positive returns over time. We also advise on why maintaining cash reserves and fixed income is crucial for navigating…

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The Economic Ripple Effect of Tariffs 24:18

5M ago24:18

24:18

We’re back from Spring Break, and…there’s a lot to catch up on! We dive right into the market volatility driven by tariff-related news and its implications for the economy. We’ll discuss the overwhelming need for certainty, the issues that come with a lack of trade with China, how paring back tariffs would be a business tailwind, and the Fed’s plan…

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Financial Planning in Times of Stress 17:57

5M ago17:57

17:57

There’s only one thing to talk about this week. We discuss the recent volatility surrounding tariffs and the implications for investors. We explore historical trends during periods of uncertainty, the opportunities that arise in fixed income investments, and the potential impact of economic uncertainty on consumer behavior. Weeks like this emphasiz…

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Q1 Review, Liberation Day Fallout, & A Push For Diversification 18:27

5M ago18:27

18:27

In the aftermath of “Liberation Day”, we discuss the market reactions to the tariffs announced by the Trump administration, the implications for economic growth, and the importance of diversification in investment strategies. They analyze the current state of the markets, the fear index, and the potential effects of interest rate changes. The discu…

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Wrapping Up a Choppy Q1 21:37

5M ago21:37

21:37

Greg and Doug Stokes discuss a first quarter filled with volatility, focusing on the performance of the Magnificent 7 companies and how market corrections are normal and often lead to better valuations. We’ll analyze consumer sentiment and reflect on historical comparisons to previous market corrections. We’ll also discuss why we welcome periodic v…

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The Market Reacts to Fed Day 24:44

6M ago24:44

24:44

Coming off of Fed Day, we’ll talk about market reactions and the implications for inflation and interest rates. We also explore bond market dynamics, shifts in global market trends, and the resurgence of European markets. We then delve into the housing market insights, from what’s happening here locally in New Orleans to migration trends across var…

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Diversification Works 25:39

6M ago25:39

25:39

In a week of sharp decline, we’ll discuss why market corrections are not unusual, volatility is expected, and diversified long-term strategies are key to managing risk. We’ll also talk about the recession narrative, analyze inflation/rate trends, and look at what levers the Fed can pull. We wrap up with a conversation on government efficiency initi…

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Historical Context On Market Blips 15:43

6M ago15:43

15:43

With the news swirling about S&P 500 declines, we dig into why market corrections are a normal part of financial cycles and why diversification is proving effective in the current environment. We’ll also dig into the performance of international markets, interest rate predictions, inflation vs. stagnation arguments, tariffs, jobs, and more. Key Tak…

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Mardi Gras Parades are Rolling While the Market Slows 18:52

6M ago18:52

18:52

Although we’re only 3-4% off market highs, investor sentiment has recently turned quite bearish, especially given a turbulent macro environment. We’ll look back on the first two months of the year, analyzing the fluctuations in the S&P 500, crypto, global tensions, and the reversal of inflation narratives. We’ll also examine why it feels like every…

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Can the Bull Market Deliver Another 20% Year? 27:30

7M ago27:30

27:30

Throw me something, mister! It’s Mardi Gras time in New Orleans, and we’ll talk about what that means for the city’s culture and what a great family-friendly time it is. We then transition to a broader discussion on the surprising resilience of the Chinese economy and why a positive January and February often predict a strong year ahead. The conver…

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A Valentine’s Week Look at Inflation, CPI, Small Caps, & Real Estate 25:40

7M ago25:40

25:40

We begin this week by discussing the two biggest stories: inflation and tariffs. We’ll also delve into the performance of retail stocks, the influence of GLP-1 medications on fast food sales, and the performance of small caps and international markets. We’ll then dive into how shelter continues to drive CPI numbers and the contrasting dynamics of c…

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It’s Super Bowl Weekend in New Orleans! 24:04

7M ago24:04

24:04

Our daily commutes include celebrity sightings these days which means it’s Super Bowl time in New Orleans. We’ll discuss the big game and why the Big Easy is such a great host. We’ll also give our analysis of market volatility given the recent jobs report, political movement, and AI developments. We’ll finish with the importance of long-term invest…

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Recapping a Wild Week in AI Markets 24:00

7M ago24:00

24:00

Episode 150! As we look out our window watching New Orleans prepare and improve before the Super Bowl, we delve into the recent turmoil in the AI market, particularly the impact of a Chinese company's AI announcement on major tech stocks like Nvidia and Broadcom. Our discussion emphasizes the importance of market expectations and the potential for …

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Snowmageddon in New Orleans 22:49

8M ago22:49

22:49

We’re snowed in! We’ll discuss our experiences during a once-in-a-lifetime snow in New Orleans, analyze market reactions to Trump's presidency, and give prudent investment approaches as experts try to “predict corrections”. Plus NFL Championship weekend predictions. Key Takeaways [00:17] - Making memories during a rare snow in New Orleans [05:35] -…

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Bonds and Bourbon 22:43

8M ago22:43

22:43

Greg and Doug continue last week’s conversation on bond market intrigue so far in 2025. They explore the implications of rising interest rates on bonds and the attractiveness of fixed-income investments compared to equities. The conversation also touches on changing consumer behaviors, particularly with alcohol consumption, and how these trends may…

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The First Episode of 2025 26:52

8M ago26:52

26:52

Doug and Greg begin with reflections on recent tragedies, including a terrorist attack in New Orleans and the devastating wildfires in California. They discuss the significant movements in the bond market, the ongoing housing affordability crisis, and the implications of rising interest rates and inflation. The conversation also touches on the perf…

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Argentina's Economic Transformation: A Convo With Santiago Solanet 48:51

8M ago48:51

48:51

Greg and Doug welcome back Santiago Solanet to discuss the current economic landscape of Argentina following the election of Javier Milei, nicknamed the Chainsaw President. They explore the historical context of Argentina's financial struggles, the impact of Milei's presidency, and the potential for investment opportunities. Santiago provides insig…

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Finding Value When the Market Feels Frothy 25:35

9M ago25:35

25:35

After a brief chat about Elf on the Shelf and TV recommendations, we dive into the current state of the markets to find pockets of value when valuations can feel stretched. We’ll also discuss the concentration of returns in the S&P 500 and the continuing bullish sentiment among investors. With Elon Musk at the forefront, we highlight America's tech…

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It’s Analyst Forecast Season 24:54

9M ago24:54

24:54

This week, we’ll begin our year-in-review as the analyst forecasts for 2025 start rolling in. We’ll balance those predictions by examining the volatility of the S&P 500 and the market’s historical performance. We’ll also continue our cryptocurrency conversation by considering it a speculative asset similar to gold while so much of it has no utility…

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The Growing Gap Between U.S. and International Economies 24:47

9M ago24:47

24:47

We’re bouncing around this week, starting with the recent surge in Bitcoin and market enthusiasm, although maybe not market-wide. We'll analyze valuations and dig into why the S&P 500's growth is largely driven by earnings and dividends. The conversation shifts to the comparison between US and international markets, highlighting the challenges face…

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The Growth of AI, Crypto, and Small-Caps 29:12

10M ago29:12

29:12

Doug and Greg Stokes begin this week's discussion with NVIDIA's recent earnings report, the ongoing AI race, and the implications of new data centers. They explore the characteristics of market bubbles, particularly in the context of AI and cryptocurrency, and analyze the performance of small-cap stocks versus large-cap tech. The conversation also …

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Market Enthusiasm & Speculative Fervor 25:37

10M ago25:37

25:37

This week, Doug and Greg Stokes—Stokes Family Office Managing Partners—discuss market enthusiasm following the election, focusing on the rise of speculative assets like cryptocurrency and Tesla. They’ll delve into inflation picking back up and how it has influenced market performance recently and over the last four years. The conversation also look…

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Reactions & Implications Post-Election 18:50

10M ago18:50

18:50

Greg and Doug Stokes chat about the surprising results of the 2024 election, where Trump emerged victorious, and the implications of this outcome on the market and economic policies. They analyze polling accuracy, market reactions, and the potential for changes in tax policies and regulations. The discussion this week also covers the movements in v…

1
What is AI’s Actual Investment Value? 25:59

10M ago25:59

25:59

Less than a week from voting day, we’ll analyze the tight race and the historical context of market performance/reactions. We’ll also talk about the evolving role of AI in corporate America and how we can place value on it from an investment perspective. We’ll finish with a conversation on market seasonality and historical trends during election ye…

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Election Implications With 2 Weeks To Go 19:25

11M ago19:25

19:25

This week, we’ll discuss the rapidly changing political landscape as the election approaches, focusing on how market predictions and betting trends reflect potential outcomes. We’ll analyze the implications of different presidential policies on market sectors, the relationship between economic growth and interest rates, and the long-term perspectiv…

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Does the Market Care What Party is in Power? 21:19

11M ago21:19

21:19

Greg and Doug look at polling data and betting markets marking a shift that could be happening in the race. They’ll also examine historical data that shows the party in power does not significantly impact market performance. The conversation then shifts to economic trends, highlighting the recent performance of small and mid-cap stocks and the resu…

1
What’s Next for the Young Bull Market? 24:47

11M ago24:47

24:47

With updated CPI data in hand, Greg and Doug discuss the juxtaposition of market highs and inflationary effects on consumer behavior and sentiment. They’ll also analyze the current bull market and its future projections, interest rates, the evolving office market post-COVID, and of course, a weekly election update. Key Takeaways [01:04] - Strong ec…

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Geopolitical Tensions, Strikes, and Natural Disasters 22:08

11M ago22:08

22:08

A lot is certainly happening all over the world. This week, we discuss the current geopolitical tensions, particularly focusing on the Israeli attacks on Hezbollah and the subsequent reactions from Iran. We analyze the impact of these events on global oil prices and the stock market, highlighting the surprising resilience of the markets despite the…

1
The Market’s Reaction to the Fed’s Rate Cut 25:54

12M ago25:54

25:54

Doug and Greg discuss the recent 50 basis point rate cut by the Federal Reserve, analyzing its implications on the economy and the labor and real estate markets. They explore market reactions, economic indicators, and the bullish/bearish conversations around a soft or hard landing. They also touch on the ongoing hurricane season and its economic im…

1
Navigating the Current Macro Landscape with Kyle Bass 55:48

12M ago55:48

55:48

This week, Doug and Greg Stokes interview Kyle Bass, Founder & Chief Investment Officer of Hayman Capital Management, and a prominent macro strategist. They discuss the current economic landscape, the implications of Federal Reserve policies, the real estate market, and the geopolitical tensions surrounding China and Taiwan. Bass provides insights …

1
What Does a Soft Landing Look Like? 30:04

12M ago30:04

30:04

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 …

1
Talking Hydrocarbons with Walker Moody of Pickering Energy Partners 46:55

1y ago46:55

46:55

This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker also tells where he sees the future of energy transition heading—in terms of investment—and why Pickering is focused on upstream…