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.

Click to subscribe to our podcast below.

Newsletters – Great Business…But Advice? Exercise Caution.

Bad “Breadth” You Say? Problem Solved and Bears Gored by the Bull…Again

Join Oak Harvest for the July 23rd edition of Stock Talk! We revisit the topic of “Market Breadth,” and explain how media and Wall Street hand-wringing about the topic is over-blown in our view.

Second Half Outlook Breakdown – Part Four: Demographics

Join Chris Perras for Part 4 of our deep dive into Oak Harvests’s 2nd Half Market Outlook! In this episode, we cover how the the common wisdom about the demographics of the United States may not be accurate, and what means for investors.

Second Half Outlook Breakdown – Part Three: Volatility is Overstated

Join us for Part 3 in our breakdown of our 2021 Second Half Market Outlook! In this episode, we discuss Volatility, and examine current trends and levels in light of historical trends and data. In our opinion: the data shows concerns about volatility are overstated and current levels add to…

Second Half Outlook Breakdown – Part Two: Federal Reserve Liquidity

Chris Perras continues to breakdown OHFG’s 2021 market outlook. Part 2 in this breakdown series takes a look at the Federal Reserves monetary stimulus, its effect on equity markets, and our thoughts on the timing of both a “tapering” announcement and actual tapering actions.

Second Half Outlook Breakdown – Part one: It’s a Bull Market

Chris Perras dives into Oak Harvest’s outlook for the 2nd half of 2021, starting with an exploration of our base case view: “We are in a bull market.” Join Chris for this edition of Stock Talk and learn more! Chris Perras: Hey, happy Friday. I’m Chris Perras, Chief Investment Officer…

2021 2nd Half Outlook: Let the Good Times Roll

The Bull Market marches on in the second half of 2021. Why? When? How high is possible? What sectors lead? Join Oak Harvest’s weekly podcast to hear our view of what’s ahead in the 2nd half of 2021. Chris Perras: Hey, happy Friday. I’m Chris Perras, Chief Investment Officer at…

Rotation and Inflation

Equities, rotation and inflation: Growth stocks versus value. Rotation What is happening with inflation right now? So, how does it affect the stock market? Also, what do the stock and bond markets have to say about current and future inflation? And when will the current rotation in the stock market…

Stalled: Goldilocks forthcoming in H2 2021

Stalled and waiting. For the past 3–4 months, almost everyone on TV has been parroting the same sector-allocation theory. And the squawking amounts to this: Have your positions long in value vs growth, small caps vs large, and international vs domestic. Stalled and waiting, explained Chris Perras, CFA®, ChFC®, Chief Investment…

Waiting: Whipsawing Away

For the past 3–4 months, many commentators on TV have been parroting the same sector-allocation theory in the stock market. Chris Perras, Investment Officer, looks at how this “common knowledge” is holding up. Resources Find more information and help on our YouTube Channel. Check out these helpful podcasts by Chris Perras,…