One 2026 Quarter in the Books
About this episode
Doug and Greg discuss market reactions to the Iran conflict and provide insights on various economic topics.
Somehow, three months have already come and gone, and what a quarter it was. Doug and Greg give updates on the market’s turbulent reaction to the Iran conflict with a hopeful outlook for Q2. They also touch on getting back to business as usual, discussing the SpaceX IPO, interest rate expectations, and corporate efficiency movements. Key Takeaways [00:17] - Market turbulence since the Iran conflict began [03:34] - What to expect from the Trump administration [08:51] - Fixed income and rate cut expectations [10:10] - Getting back to business as usual, plus the SpaceX IPO [13:58] - Q2 outlook View Transcript Links Oracle cutting thousands in latest layoff round as company continues to ramp AI spending SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals 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…
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