Stifel SightLines Podcast
Stifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment. 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 diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
Episodes
In this episode we discuss our 2026 outlook and the rewiring of growth—how AI is shaping productivity and earnings, why inflation may remain above target, what to expect from the Fed, and how these forces could influence markets in the year ahead.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (c...
In this first episode of 2026 we discuss our Outlook 2026: Rewiring Growth, reviewing the forces that shaped 2025 and the themes—from AI and policy to geopolitics and fiscal risks—that may define markets in the year ahead.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collective...
In this last episode of 2025, we discuss how artificial intelligence has moved rapidly into the mainstream, where it is already delivering measurable productivity gains, why so many companies remain stuck in pilot mode, and what execution, governance, and reskilling will mean for long-term growth and investment returns.
To read this week's Sight|Lines, click here.
In this episode, we discuss the Fed’s year-end rate cut, what the new projections reveal about internal disagreements, and why policymakers may be preparing to pause even as labor market and inflation risks remain in play.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nb...
In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut.
To read this week's Sight|Lines, click 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 pro...
In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stif...
In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This comm...
In this episode we discuss how the U.S. labor market is cooling — not collapsing. The Fed cut rates again, citing a softening jobs picture, but the data tell a more balanced story. We look at why layoffs at major companies don’t signal crisis, how AI will reshape (not erase) work, and why a post-pandemic equilibrium may finally be taking shape.
To read this week's Sight|Lines, click here.
In this episode, we share early results for the third quarter earnings season showing positive signals so far, but possible cracks in the credit markets.
To read this week's Sight|Lines, click 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 perf...
In this episode we discuss the stretched market valuations and ways to prepare for the next pullback.
To read this week's Sight|Lines, click 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. ...
In this episode we discuss what happens if the Fed cuts less—and more slowly—than markets expect.
To read this week's Sight|Lines, click 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.&n...
In this episode we discuss how AI is reshaping cybersecurity and finance, from faster threat detection to compliance gains.
To read this week's Sight|Lines, click 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 fut...
In this episode we discuss how AI is already transforming healthcare. From imaging and drug safety to precision medicine and broader access, we explore the opportunities and the guardrails—what’s working today, what may come next, and what investors should watch.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or ...
In this episode, we discuss how investors’ AI optimism will evolve to more defined monitoring for how AI investments translate to profits.
To read this week's Sight|Lines, click 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 d...
In this episode we discuss how AI is impacting jobs, with some roles reshaped, others emerging, and still others eliminated, with a big opportunity in the area of reskilling.
To read this week's Sight|Lines, click 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 ...
In this episode, we explore the key geopolitical risks—from trade and AI to deficits and conflict—and their impact on markets.
To read this week's Sight|Lines, click 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 no...
In this episode we discuss the headwinds and tailwinds shaping today’s markets — from tariff uncertainty and slowing growth to AI optimism and strong profit forecasts.
To read this week's Sight|Lines, click 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...
In this episode we discuss the upcoming transfer of wealth and how Stifel is supporting the NextGen investor, further informed by our 2025 intern survey.
To read this week's Sight|Lines, click 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...
In this episode we unpack June inflation data and some labor market trends to discern when the Fed may cut rates.
To read this week's Sight|Lines, click 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...
In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 2025.
To read this week's Sight|Lines, click 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...
Popular Podcasts
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The official podcast of comedian Joe Rogan.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
"SmartLess" with Jason Bateman, Sean Hayes, & Will Arnett is a podcast that connects and unites people from all walks of life to learn about shared experiences through thoughtful dialogue and organic hilarity. A nice surprise: in each episode of SmartLess, one of the hosts reveals his mystery guest to the other two. What ensues is a genuinely improvised and authentic conversation filled with laughter and newfound knowledge to feed the SmartLess mind. Subscribe to SiriusXM Podcasts+ to listen to new episodes of SmartLess ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.