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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Who pays for AI?

AI’s 1998 Moment? The Stock Market Is Sending Us a New Warning. Stock Talk Update October 30, 2026

The Three Major Points 1. AI stocks vs. earnings 2. Credit becomes the warning 3….

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Market Trick or Treat

4Q26 Stock Market – Trick or Treat? Stock Talk Update October 23, 2026

Halloween is almost here. And Wall Street may have its own version of trick or…

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Stock Talk thumbnail.

The AI Earnings Boom or AI Bubble? Stock Talk Update October 16, 2026

Is Wall Street Counting on Too Much?  The AI earnings boom is real. But is…

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Red light?

Interest Rates, Elections, and Stock Cycles: You Make the Call. Stock Talk Update, October 9, 2026

Key Takeaways Rate hikes are a headwind, but history says the first hike by itself…

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Rates up, now what?

Higher Interest Rates: A Threat or Opportunity for Retirement?

Chris Perras: Welcome, everyone, to this special Oak Harvest Roundtable on higher interest rates and…

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Stock Talk Thumbnail 9/25/2026.

Higher Interest Rates: Headwind, Roadblock – or Opportunity?

Higher Rates Aren’t Always Bad News Higher interest rates can make some investments worth less…

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Rates Up, Stocks Up?

Dot-Com vs. AI Cycles: Interest Rates Up, Stocks Up. Stock Talk Update, September 18, 2026

Have We Seen This Movie Before? THE THREE MAJOR POINTS 1. Rates 2. Fed policy…

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AE vs Dotcom, The Optimist - Does Stock History Rhyme?

Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026

What If We’re Not in 2000 Yet? The Four Optimist Reasons 1. Cycle clock 2….

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Interest Rates "A good family fight"

Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm?

The Three Major Points Stocks — technology leadership broke, the money didn’t disappear. It moved….

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Living in a material world

Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026

The Three Major Points 1. Leadership changes 2. AI may become industrial 3. Follow the…

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Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026

The Three Major Points 1. Earnings are winning 2. Rates are compressing P/E 3. 2027…

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Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026

AI’s Possible “Y2K Liquidity Moment” – and Why Earnings Still Matter More THE FOUR MAJOR…

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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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