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…

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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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S&P500 up to 5000?

Breaking Down BOFA’s 70+ Page Report: Is SP500 @ 5000 Inconceivable?!

It’s December 1st and the time of the year when sell side brokerage firms and their strategist teams put out their forecasts for 2024.  Recall that most of these large firms have more than one “strategist” and I’ve counted some of the big banks with upwards of 10.  They generally…

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Post-thanksgiving market forecast

The Road Ahead: December’s Market Forecast and Investment Strategies to Consider

It’s the day after Thanksgiving and I hope you’ve recovered from a great holiday with family and friends. The “Old Normal” keeps playing out in 2023, almost to the week and day.  That was the title of our 2023 market outlook penned back in December of 2022 and that is…

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Navigating the Stock Market Rollercoaster: Doomsday or Just The “Old Normal”?

Permabear stock market appearance, doomsday economic and black swan market calls, break out the 1987 stock market crash cart replay, and it’s the “end of times” zombie apocalypse calls garner 10-100x the attentions, clicks, and views in the financial world than those of “it’s not different this time”, history rhymes…

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Santa has a Calendar and Bloomberg

Much to the chagrin of perma stock market bears, the “Old Normal” keeps playing out in 2023, almost to the week and day.  It looks like the bottom and upturn for a 4th quarter rally came right on cue. The markets looked to have made a low on Friday October…

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4 Takeaways on Navigating Market Volatility

Livestream Recap: The 4 Biggest Takeaways You Need to Know

October 27th closed out the first four weeks of a normally weak and volatile October on a down note. Earnings reporting season was in full gear and the OHFG investment team was busy listening to, reading through, and analyzing management earnings calls, transcripts, and financial reports.  In between all the…

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Retirement Investing: Will The Stock Market Perform Different This Time? What to Know

October option expiration week ended Friday October 20th, and closed on a down note. Both short term volatility as measured by the often mentioned, untradeable VIX index, and volatility futures which are traded, both spiked to a new five and a half month high, last seen on May 4th.  Not…

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Thumbnail Graphic: Stock Market Turning Point?

Stock Market Turning Point – Make or Break Time?

Turn on the financial news, and almost daily you are libel to hear “this is the most important” interview, economic release, Fed meeting, earnings period, or employment report of the year.  Almost daily, the financial channels try to hype the importance of some little tid bit of information, playing on…

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What we are and aren't worried about - 5 quick hits

Shutdown, Inflation, Banking and More: October Stock Market State of the Union

Post the strong first half move in the overall stock market into mid-July, the overall markets have been trading, down in a very normal seasonal fashion just as our investment team laid out back in late June in our Oak Harvest video S&P500 4300+, “it’s summertime for a break”. Here’s…

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man grabbing an apple from a lone tree while in the middle of the desert. Stock markets setting up for fall?

Stock Markets Setting Up For Fall?

Post the strong first half move in the overall stock market into mid-July, the overall markets have been trading sideways to down just as our investment team laid out back in late June in our Oak Harvest video S&P500 4300+, “it’s summertime for a break”. We’ve followed it up almost…

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Really Bearish on Stocks Right Now?

Post the strong first half move in the overall stock market, we have been trading sideways.  The S&P 500 has gone net? Nowhere in a sloppy and choppy manner since Wednesday July 19th, which for trading nerds was the day volatility options and futures expired for July. As this was…

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Smart Strategy for Your Investments

Why Active Fund Management Should Win Over Passive Strategies in the Coming Years

  We’re taking a short break from our regular Stock Talk Content to share a clip from an upcoming webinar that will be available to stream soon – Join Chris Perras and Charles Scavone as they discuss why you’ll need Active Fund Management for your retirement in future years as…

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No Stock Talk this week, here's what to watch instead

Retirement Planning: Wondering How Interest Rates May Impact Your Portfolio?

We’re skipping this week of Stock Talk due to our team being busy at work with the switch from TD Ameritrade to Schwab. Check out this quick message from Chris as he shares a training he recently did with Troy Sharpe and Charles Scavone on Interest Rates and how they…

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