Stock Talk with Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer of Oak Harvest Financial Group

Check out our podcast feed below to hear the investment team's perspective on what's happening in the market…

stock podcast

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.

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.  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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Investing in Your Future with New Team Member Charles Scavone, CFA® at Oak Harvest Financial Group

In this episode of Stock Talk Podcast, Keeping You Connected To Your Money, We’re changing it up a little bit this week. We’re going to introduce a new member of our investment team. His name is Charles Scovone. I have a lot of history with Charles over the last 28-plus…

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Two Things That Really Matter

STOCK TALK HAS BEEN MOVED TO ITS OWN CHANNEL! CLICK HERE TO VISIT: https://www.youtube.com/@OakHarvestStockTalk This week’s video is going to be short and sweet. It’s titled, What “really” matters. Two things as far as I see it and they are intertwined of course. New Lows: On Friday, October 14th last…

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First Half of 2023 Market Outlook Part 2 | Stock Talk Podcast

STOCK TALK HAS BEEN MOVED TO ITS OWN CHANNEL! CLICK HERE TO VISIT: https://www.youtube.com/@OakHarvestStockTalk Continuing On: I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, we are a retirement planning and investment management advisor located in Houston Texas. Welcome to the part two of our 1st half…

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First Half of 2023 Market Outlook Part 1 | Stock Talk Podcast

STOCK TALK HAS BEEN MOVED TO ITS OWN CHANNEL! CLICK HERE TO VISIT: https://www.youtube.com/@OakHarvestStockTalk The Old Normal I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, we are a retirement planning and investment management advisor located in Houston Texas. Welcome to our 1st half 2023 Market Outlook,…

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Interview With Troy Sharpe

What’s Chris Perras’s Stock Talk and News or Noise all about? Whether you’re retired, about to retire, or on the path of accumulating wealth, Stock Talk and News or Noise will help give you perspective on what’s happening in the Market: https://www.youtube.com/@OakHarvestStockTalk The Interview: Troy: Troy Sharpe, CEO of Oak…

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Closing Out 2022 And, It’s Still Not A Pretty Picture….

I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, and with the Christmas weekend here, I want to keep this episode short and focus on 4 charts, tables, and data sets. Before I do, make sure you click on the subscribe button as well as the notification…

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60/40 Portfolio | Don’t Give Up, Don’t Ever Give Up – Jim Valvano

As of this writing, December 9th, the typical 60% Stocks and 40% Bonds portfolio was down almost -15% year to date in 2022. This makes 2022, one of the worst 5 years for a “balanced” portfolio like this. Here’s a chart from Lombard Odier, showing how bad and rare 2022…

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Inflation, Rate Hikes, Midterm Cycles, Margin Levels, Reasons for a Rally? Has Mr. Right Appeared?

What Could Go Right? With the S&P 500 probing its lows for the year, investor anxiety near highs, and sentiment near lows, on Friday, October 14th, the Oak Harvest Investment team released our weekly stock talk podcast and its title? What could go right with your portfolio in the 4th…

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Does China Matter for YOUR Retirement Portfolio going into 2023?

Post-China President Xi Jinping’s latest meetings with U.S. President Joe Biden, Chinese equities and those stocks exposed to the Chinese economy have rallied strongly off depressed levels over the last month. Maybe it’s been the notion of China relaxing its Zero-Covid policy? Or maybe it’s been China’s relaxing monetary policies…

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Billionaire Ray Dalio now says Cash is NOT Trash in 2022?

Is cash indeed not trash? Is this relevant for your retirement plan? Back in 2021 during the COVID pandemic, billionaire Ray Dalio told the masses that cash is trash. Seemingly a year later he has completely reversed this statement and now states the opposite. Billionaire Opinions: With short-term interest rates…

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Jerome Powell vs The Committee – Raising Interest Rates while You’re in Retirement

The Financial Chess Game: In a much-anticipated move, the Federal Reserve, the central bank of the US, raised short-term borrowing rates to a target range of 3.75-4%. While this was expected, interest rate moves are always news for your money. I am Chris Perras with Oak Harvest Financial Group in…

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Value Stock or Value Trap…Trick or Treat | Stock Talk Podcast

The Investor Advice: We’ve all done it as investors, even the great Warren Buffett. The “It” is buying a stock or holding on to a stock based on valuation, holding on to it because it’s down -30 to 50%, or thinking it’s “cheap” only to be massively disappointed by its…

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