Stifel Investment Strategy Brief Podcast
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Hosted by Michael O'Keeffe, Stifel's Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel's Investment Strategy team. Discussion topics include: Macroeconomic and Geopolitical Insights
Analysis of Markets and Related Insights
Developing or Fading Investment Themes
Stifel Investment Strategy Brief Podcast
1M ago
In this episode, we discuss how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, in ..read more
Stifel Investment Strategy Brief Podcast
2M ago
Podcast Summary: In this episode, we review our report Outlook 2024: Embracing Change. You can also view our report, video, and webinar replay.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the ..read more
Stifel Investment Strategy Brief Podcast
3M ago
In this episode, we review the subtle pivot in Fed policy/messaging from the December meeting, along with economic and market implications.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal ..read more
Stifel Investment Strategy Brief Podcast
4M ago
In this month’s Investment Strategy Brief, we discuss cooling inflation, Fed policy, a stronger-than-expected economy, and continued tensions with things like Fiscal Transition and geopolitics.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing invo ..read more
Stifel Investment Strategy Brief Podcast
5M ago
In this episode, we discuss the implications of the Israel-Hamas war as well as the concept of Fiscal Transition, whereby consumers, businesses, and our government must improve their management of debt going forward.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future result ..read more
Stifel Investment Strategy Brief Podcast
6M ago
In this month’s Investment Strategy Brief, we discuss the prospect of a “soft landing” for the U.S. economy given firming inflation. We share an update on the key factors influencing the economy and markets going forward.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future r ..read more
Stifel Investment Strategy Brief Podcast
8M ago
In this episode, we share our 2023 mid-year update, discussing inflation, Fed policy, the economy, and markets.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and di ..read more
Stifel Investment Strategy Brief Podcast
9M ago
In this episode, we discuss the new bull market and briefly review how we got here, where we’re going, and the related risks and opportunities.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principa ..read more
Stifel Investment Strategy Brief Podcast
1y ago
In this episode, we share an update on investor sentiment given firmer-than-expected January inflation reports, and the idea that some of the optimism we saw in January is fading.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, inc ..read more
Stifel Investment Strategy Brief Podcast
1y ago
In this episode, we discuss the imbalances of 2022 and some signs that may help us find balance on several issues looking forward. As promised in the discussion, here is the link to our client webinar featuring Stifel’s Chief Washington Policy Strategist, Brian Gardner.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes on ..read more