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…
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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Seasonal Swoon? That’s Not Our Tune!
Oak Harvest takes a look at seasonality in the capital markets, why many analysts are predicting an imminent downturn, and why we believe their analysis flawed! Join us for this edition of Stock Talk! Chris Perras: Hey, good afternoon. Happy Friday. I’m Chris Perras, Chief Investment Officer at Oak Harvest…
Newsletters – Great Business…But Their Advice? Exercise Caution!
Oak Harvest discusses whether or not financial newsletters are fiduciaries and then discusses our current view of the markets! Chris Perras: Hey, Happy Friday. I’m Chris Perras, chief investment officer at Oak Harvest Financial Group. We are an investment management and financial advisor here in Houston, Texas, and welcome to…
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. Chris Perras: Hey, Happy Friday. I’m Chris Perras, chief investment officer at Oak Harvest Financial Group….
Second Half Outlook Breakdown – Part Two: Federal Reserve Liquidity
Chris Perras continues to break down 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. Chris: Hey, Happy Friday. I’m…
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…
