Stifel Investment Strategy Brief Podcast
Hosted by Michael O’Keeffe, Stifel 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 A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes. 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 economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment.
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). &n...
In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the 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 i...
In this episode, we discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on 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 (collec...
In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the 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 c...
In this episode, we discuss how we’re watching for the uncertainty in the current environment to fade, including a focus on how recent equity market behavior compares to history.
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 (col...
In this episode, we discuss some key areas of change in D.C. policy and the corresponding 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 p...
In this episode, we provide an update on how the economic and market environments are reacting to changes in Washington D.C., making some investors pessimistic and others optimistic about the future.
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 ...
In this episode we discuss in depth our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. You can read the full report, watch a video summary, or view the replay of this week’s client webinar.
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 neces...
In our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential impact on 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 (collectivel...
In this episode, we dive a little deeper into the policies of the incoming Trump administration and Republican-controlled Congress and the related implications for 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 ...
In this episode, we discuss the forces driving the better-than-expected economic and market results while spelling out some serious risks that may create some market turbulence.
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 (collective...
In this episode, we discuss the details of the Fed’s half-point rate cut, other tailwinds to the economy and the markets, as well as headwinds too.
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 communicati...
In this episode, we discuss the idea of Embracing Change happening in the second half, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July. We also invite you to view our Client Webinar on the U.S. Elections.
View the Investment Strategy Brief slides related to this episode, here
Watch the video related to this episode, here
The views ex...
In this episode, we discuss the environment and what’s in focus for the second half of 2024, including the results of different elections around the world and possible implications for U.S. elections.
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...
In this episode, we discuss how the Fed will maintain its restrictive policy as officials await evidence of cooling inflation, reinforcing the “higher for longer” interest rate environment.
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...
In this episode, we continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown.
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,...
In this episode, we discuss the idea that economists and market experts appear even more positive looking forward, and how we’re challenging ourselves to watch for a slowdown, especially with the consumer.
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. ...
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 (collect...
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 ...
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 pr...
Popular Podcasts
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.
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
The latest news in 4 minutes updated every hour, every day.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.