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 Takeaways

• [00:17] - What’s going on with the market correction and are we concerned?
• [04:51] - Corrections happen as part of a normal functioning market
• [08:40] - A narrative change on the rate-cutting equation
• [10:16] - Inflation and stagflation
• [12:35] - Jobs report, tariffs, and market predictors

View Transcript

Links

• Average S&P 500 declines per year
• About ⅓ of the 5%+ selloffs are blips on the radar
• Tom Lee: buy now, huge rally coming
• 2025 returns by country
• 59% of investors expect stagflation. But stagflation is avoided 95% of the time.

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts
• 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.