Lagniappe

Hosted by Stokes Family Office

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Episodes

215

Latest episode

Jun 2026

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About the show

Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!

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60 recent

June 12, 202624 min

The SpaceX IPO and Elon’s Big Bet on Space

It’s SpaceX IPO week! Greg and Doug discuss that opening, then dive into recent market volatility and why it’s historically normal. They’ll also talk about Elon’s big bet on space and how this burst of technological innovation is affecting defense, work efficiency, the economy, and our everyday lives. Key Takeaways [00:17] - Understanding the recent market correction with historical context [05:50] - The market impact of no resolution in Iran [07:34] - Technological innovation in defense and space [12:43] - The SpaceX IPO [16:18] - Elon’s big space bet [18:20] - The economic/life implications of data centers and AI View Transcript Links Market declines — A little history The Teachers Getting $50,000 Bonuses Thanks to a Massive Meta Data Center 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 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.

May 28, 202621 min

AI Tailwinds and US Market Resilience

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 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.

May 15, 202618 min

The IPO Frenzy Is Here & The Prediction Charlatans Are Back

Greg and Doug Stokes analyze the recent market surge, IPO frenzy, and the implications of AI and tech stocks. They discuss upcoming IPOs like Cerebris and SpaceX, market bubble concerns, and insights from market experts like Michael Burry and Jeffrey Gunlock. Key Takeaways [00:17] - The AI IPO frenzy has begun [07:27] - Are bubble concerns unwarranted? [09:35] - The prediction charlatans are back View Transcript Links Matt Cerminaro: $100 Billion Companies Would We Be In A Recession Without AI Stocks? 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 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.

May 7, 202619 min

AI Is Fueling An American Manufacturing Resurgence

The market has shifted its story from the Iran conflict to the AI wave. How big and profitable can it be, and will companies grow into their lofty valuations? Greg and Doug break it all down and optimistically explain how this AI surge has brought back American manufacturing dominance. Key Takeaways [00:16] - Our weekly Iran and AI updates [02:47] - Surprising, reemerging winners of the AI race [04:38] - American manufacturing resurgence [10:38] - Conflict and oil are not affecting the macro economy [13:56] - Forward-looking American optimism View Transcript Links Ben Carlson: Higher Gas Prices 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 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.

April 30, 202619 min

Marveling at American 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 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.

April 22, 202639 min

Talking Baseball With NOLA Native & Former Big Leaguer, Johnny Giavotella

This week, we have a very special guest, Johnny Giavotella, a childhood friend of Greg & Doug Stokes and a former Major League Baseball player. The guys discuss Johnny’s career at the University of New Orleans and in the Majors, and his new role as the General Manager of the UNO baseball team, where he's navigating this new world of the transfer portal, NIL, and kids specializing in one sport. Key Takeaways [00:17] - Intro to Johnny Giavotella [04:08] - How hard is Major League Baseball? [10:45] - The stressful life of an up-and-down Big Leaguer [12:52] - The shift to becoming the Baseball GM of UNO Baseball [14:59] - The dynamics of the new NIL world [21:59] - What Johnny does as GM of the UNO Baseball team [24:16] - Holding kids back and specializing in one sport [32:10] - Johnny’s pitch for UNO being great again View Transcript Links UNO Athletics 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 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.

April 17, 202620 min

Has the Market Hit the Bottom?

Ceasefire talks are ongoing, the Strait of Hormuz is open, and the market is bouncing back. Doug and Greg will discuss whether the market has hit the bottom. They explore the larger implications of recent events in the Middle East, the impact of social media on investor sentiment, and the resilience of the consumer market. The conversation also touches on the SpaceX IPO and the bullish potential for long-term market growth. Key Takeaways [00:17] - The market has bounced back [06:06] - Economic momentum heading into earnings season [10:45] - Historical context on sell-offs + volatility rates quicken [13:21] - The social media/whiplash effect of today’s market cycles [17:24] - It’s a great time to be in New Orleans View Transcript Links Tax Refund Splurge For Many Americans Is Paying Down Debt Volatility Mean Reverts 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 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.

April 8, 202647 min

Talking Private Credit With Phil Huber of Cliffwater

Today, Doug and Greg speak with Phil Huber, the Head of Portfolio Solutions at Cliffwater. In this timely discussion, they’ll touch on the evolution, current state, and future outlook of private credit, including its origins, growth, and how it compares to other asset classes. Key Takeaways [00:17] - Introduction to private credit and Phil Huber [10:18] - Why has there been so much growth in private credit? [14:13] - Understanding liquidity/redemption and the AI impact [32:10] - Private credit fundamentals & the Cliffwater Direct Lending Index [41:19] - Business development corporations View Transcript 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 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.

April 1, 202619 min

One 2026 Quarter in the Books

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 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.

March 26, 202620 min

Investing in Times of Uncertainty

This week, Greg and Doug Stokes discuss how the market is reacting to nearly a month of the Iran conflict and the potential for an impending diplomatic solution. They also analyze timing the stock market’s worst and best days, gold’s safe-haven status, the long-term inflation outlook, and investment strategies for navigating volatility. Key Takeaways [00:17] - US-Iran negotiation and diplomatic signs [03:27] - Thoughts on the best/worst market days debate [10:31] - The asset class that’s been surprisingly down the past month [16:29] - Long-term inflation outlook View Transcript Links You Can Beat the Stock Market by Avoiding Its Worst Days. But You Won’t. The Golden Paradox 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 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.

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