))
What the 4th of July Means to Us
Manage episode 427020382 series 3404637
Content provided by Stokes Family Office. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stokes Family Office or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the odds on what happens next. We’ll also discuss our expectations for rate cuts and the economic impact of Ozempic-like drugs.
Key Takeaways
- [03:17] - Fallout from the disaster of last week’s debate
- [09:04] - How fixed income relates to inflation
- [11:42] - Our logical expectations on rate cuts this year
- [18:25] - The real-life impact of chief market strategists’ prognostications
- [22:50] - Can Ozempic-like drugs have a positive economic impact?
Links
- Election betting odds
- Real Clear polling data
- How U.S. airlines are hoping Ozempic can save them money
- CDC: Health and economic costs of chronic conditions
Connect with our hosts
Subscribe and stay in touch
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.
129 episodes
Share
