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.
From Doom to Boom: Analyzing Economic Predictions and Uncertainty in the Stock Market
Throughout the summer of 2023, and even into Thanksgiving of last year, many frequent purveyors of doom, crashes, and economic collapses where messaging that the American economic landscape was a looming disaster. A repeat of the 1987 stock market crash, an echo of the Great Financial Crisis, or even the…
AI Stock Bubble? What You Need to Know
Investors, everyone, and I mean everyone with an interest in the stock market is finally talking about “AI” stocks, that’s short for Artificial Intelligence. You know, computers learning and helping humans make better more informed decisions in the base case scenario. “Sky net, and computers and robots running the world…
Breaking Down the S&P 500 Surge: Super Bulls and Swift Moves
Most of our clients and investment content viewers know that for our YouTube content, the OHFG investment team likes to stay away from general market reporting and generic comments, and provide value added insights into what we see going on behind the scenes. With the magnitude of earnings calls the…
3 Stock Market Analysts to Pay Attention to When Navigating Investing and Sensationalist Forecasts
Many clients and prospects of OHFG have asked, “after watching your investment content for the last few years, Chris, you are quite up front that you don’t find much value in the vast majority of economists, politicians, strategists, and TV personalities “takes” on the economy and markets versus actually running…
Inflation, Real Interest Rates, and Market Turbulence: What Investors Need to Know
On Friday, January 20th, 2023, with investor pessimism rampant, calls for a market retest of 3500 or lower throughout strategist land and S&P500 trading at 3900, I released a video titled “two things that really matter”. Here’s the link to that video. Our investment team had been talking positively about…
The Trouble with Harry, Dent, Robert, and Taleb-Fear Sells
Remember “The Trouble with Harry”? Hitchcock’s dark comedy, not a dead body in Vermont. This week’s episode tackles a different kind of trouble: Harry Dent’s fear-mongering predictions of the “Crash of a Lifetime” in 2024. For over 20 years, Dent’s been a fixture in financial media, peddling doomsday scenarios and…
Presidential Election Cycles and Other Factors Affecting S&P 500 in the First Half of 2024
Frequent OHFG investment content consumers know, I love data and I study history of the stock markets and economic cycles, largely because the markets are a real time view into behavioral finance and investor emotions. The 2024 market outlooks by strategists are out across the media outlets, and most of…