About this episode
The episode discusses the impact of AI on global markets and the resilience of the US economy amidst ongoing geopolitical tensions.
Greg and Doug give an update on Iran as truce negotiations continue. They’ll explore the impact on global markets and the US economy's resilience. The guys also discuss the ongoing, massive reindustrialization centered around AI and the potential long-term deflationary effects of these technological advancements. Key Takeaways [00:17] - An update on Iran [04:07] - US market resilience [06:52] - AI tailwinds [10:02] - What’s driving the growth of the stock market? [13:15] - Ford, EVs, and AI [16:17] - Technology is the ultimate deflationary factor View Transcript Links US Iran Agree on Further Truce Pending Signoff Micron stock jumps after company tops $1 trillion in market cap EVs, hybrids to hit 30% of car sales in 2026: IEA Roche: Deflation — not inflation — poses a bigger risk in the age of A 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…
People in this episode
Hosts: Greg Stokes, Doug Stokes
Topics covered
- AI
- US market resilience
- global markets
- reindustrialization
- deflationary effects
- technology
Keywords
- AI
- US market
- Iran
- reindustrialization
- deflation
- Ford
- EVs
- technology
Mentioned in this episode
Organizations: Ford, IEA, Roche, Micron
Places: Iran
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