Conversations with Michael O'Keeffe Podcast
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly. 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
Potomac Perspectives with Brian Gardner is the newest podcast from Stifel. Listen as hosts Neil Shapiro and Brian Gardner discuss Brian’s background and what to expect from this series.
This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or ...
In this episode, Stifel’s Chief Washington Policy Strategist, Brian Gardner, and I discuss the latest legislative fiscal spending efforts in DC with a look forward to what to expect in 2022, including the midterms.
When investing in bonds and interest rate-sensitive securities, it is important to note that as interest rates rise, prices will fall. High-yield bonds have greater credit risk than higher quality bonds.
...In this episode, I have a conversation with Mike Gitlin, chair of the Fixed Income Management Committee at the Capital Group, about increasing debt levels and rising rates, and the corresponding investment risks and opportunities.
When investing in bonds and interest rate-sensitive securities, it is important to note that as interest rates rise, prices will fall. High-yield bonds have greater credit risk than higher qual...
In this episode, I speak with Sneha Jose, Stifel's Director of Behavioral Finance, covering common investor biases and how Stifel's Financial ID model can help clients deal with these in a practical way.
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 perfo...
In this episode, we chat with Stifel’s Chief Economist, Dr. Lindsey Piegza, about the robust economic recovery, inflation, and related risks.
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. Investin...
In this month’s episode, we speak with Tom Latta, Stifel’s head of Manager Research/Due Diligence, to learn a little about the nuances, and challenges, of trying to identify investment strategies poised for future success.
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 month’s episode, I sit down with Stifel Research Managing Director Stephen Willey who covers the biotech industry to discuss the world we’re living in, medical innovation, and how what we’ve learned fighting this virus can lead to innovation.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communic...
In this month’s episode, Stifel Chief Washington Policy Strategist Brian Gardner and I discuss the results of the 2020 elections and the implications for next year, and beyond.
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...
In this first episode, we briefly explain our new podcast and a few details about the upcoming first full episode.
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 po...
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