Investment Management

Stock Talk: Keeping You Connected to Your Money with Chris Perras, CFA®

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

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S&P 500 Why Not Much Higher

S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026

Good evening, everyone. Here’s something that does not seem to make sense to many investors…

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Economist data and investing

Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026

Two Key Takeaways Economic data is valuable—but it isn’t perfect. Most government economic reports are…

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Market Timing: Broken clocks are right 2x/day

Market Timing – Are You That Good? Stock Talk Update, July 3, 2026

Two Key Takeaways Geopolitical events grab headlines, but earnings and interest rates ultimately drive long-term…

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Bumpy Ride Ahead? 2H 2026 Market Outlook Summit Highlights

2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over

The biggest risk in a volatile market may not be the pullback itself — it…

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2H 2026 Market Outlook Preview – “In Some Years, Bull Riding Is Harder”

Good evening, everyone. Next Tuesday at 6 PM Central, Troy, Charles, and I will be…

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When Good isn't Good Enough

When Good Isn’t Good Enough: Stock Talk Update, June 13, 2026

For years, investors have been told that strong earnings are all that matter. This earnings…

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Top 10 Similarities and Differences of AI and Dot.com Cycles

Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences

The OHFG investment team has been talking about the AI vs. dot-com cycle for more…

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Stock Talk thumbnail.

Interest Rates: A Headwind, not a Roadblock to Growth Stocks

Introduction So here we are again, interest rates are rising and many are issuing dire…

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Stagflation - Danger - Quicksand

Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio

First off What is Stagflation? Let’s define it. First the economic textbook and second the…

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Stock Market: Don't Switch Winning Horses

1q26 Earnings Season and AI Capex Cycle Updated

Investors, combining our last few Stock Talks into one episode, leaves us here, It’s an…

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Keep Your Eyes On The Prize

Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026

Today, we want to bring you back to what drives stock prices over time… EARNINGS….

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It's an AI bubble?!

It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026

“It’s an AI bubble.”  If you have been watching many financial media outlets for the…

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Important disclosures:

Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

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