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 weekend, they debate their two favorite sports and find a surprisingly profitable investment on the course.

Key Takeaways

• [0:16] - Reacting to CPI data and how shelter factors in

• [03:10] - Inflation, disinflation, jobs, and a September rate cut

• [09:10] - CEO, Small Business, Consumer confidence all up

• [12:38] - Musk vs. Trump, China deals, and S&P performance

• [15:27] - Scottie Scheffler is the best investment you can make

View Transcript

Links

• U.S. Inflation Remains Muted, With Limited Effects From Tariffs

• NFIB Small Business Optimism Index jumps to the highest since February

• Forget about the stock market, betting on Scottie Scheffler is the best investment around

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

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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.