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 continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collecti...
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.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial C...
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.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (co...
Podcast Summary: In this episode, we review our report Outlook 2024: Embracing Change. You can also view our report, video, and webinar replay.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communica...
In this episode, we review the subtle pivot in Fed policy/messaging from the December meeting, along with economic and market implications.
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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 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.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its a...
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.
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The views expressed in this podcast may not necessarily reflect the views of Stifel F...
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.
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The views expressed in this podcast may not necessarily reflect the views of Sti...
In this episode, we share our 2023 mid-year update, discussing inflation, Fed policy, the economy, and markets.
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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 new bull market and briefly review how we got here, where we’re going, and the related risks and opportunities.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communicat...
In this episode, we discuss the growing wide range of industry views about the prospect of recession and other topics.
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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 info...
In this episode, we review some signposts we identified in our outlook for 2023, including an update on China, the labor market, inflation, and market results.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). ...
In this episode, we discuss the recent bank failures, Fed policy, the prospect of recession, and what this all means for markets.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provide...
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.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (col...
In this episode we review our outlook report, Outlook 2023: Finding Balance, setting the stage for the coming year. Here are links to the full report, video summary, and client webinar replay.
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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its af...
In this episode, we continue our discussion about Signs of Balance and share a preview of our outlook for 2023.
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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 new signs of balance we are seeing with inflation, Fed policy, markets, and geopolitical risks related to the Ukraine war and US-China tensions.
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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 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
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The views expressed in this pod...
In this episode, we discuss the increasingly hawkish Fed policy, weak markets, and the risk of recession.
View the Investment Strategy Brief slides related to this episode, here
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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 purpos...
In this episode, we share some modestly good news about supply chains and inflation and then discuss what we will focus on for the balance of 2022.
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 commun...
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