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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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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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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The sky is falling, Run! This Time is Different! Or not?

“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026

Investors, If you’ve watched markets over the years, you’ve heard this phrase again and again: …

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HALO vs AI

The “HALO” Trade vs. AI Infrastructure: Why a Barbell Portfolio Makes Sense

What if the best opportunities in today’s stock market sit at two extremes? On one…

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AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 3, 2026

We’ve asked this question for almost a year now. Are we reliving 1998-2000, the Dotcom…

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Stock Talk 3/27/2026

Why Aren’t Stocks Lower? Stock Talk Update, Friday March 27, 2026

Many Investors Are asking Why Aren’t Stocks Down More this year? War in Iran? Geopolitical…

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YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain?

So, investors, it’s been a long week. It seemed to be more of the rinse…

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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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