About this episode
Doug and Greg discuss the resilience of the market amidst global conflicts and highlight the advancements in American technology and innovation.
Before they head out to Jazz Fest, Doug and Greg analyze why the market continues to shrug off the Iran conflict, relate AI to this generation’s railroad construction, and praise the economic and technological prowess of the United States. Key Takeaways [00:17] - Come see us at Jazz Fest [01:21] - Why the market doesn’t care about Iran [04:38] - AI is the real deal [07:22] - Tech’s historic capital expenditures [11:22] - Gas prices are up, but way less here at home [15:23] - The wonder of American innovation View Transcript Links Torsten Slok: The Radiologist Paradox WSJ: Big Tech Strikes Gold With AI, but at a Steep Cost Amazon's $364 Billion Backlog is the Bull Case for its AI Spending Boom Why Gasoline Is So Much Cheaper in the U.S. Than Overseas 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…
People in this episode
Hosts: Doug Stokes, Greg Stokes
Topics covered
- American innovation
- AI
- market analysis
- economic prowess
- technology
Keywords
- AI
- Iran conflict
- Jazz Fest
- American innovation
- economic prowess
- technology
Mentioned in this episode
Organizations: Stokes Family Office, Amazon, WSJ
Places: Iran
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