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.

July 4th - Where we stand united after the first half rally

July 4th – Where We Stand United After The First Half Rally

For the last few weeks, with the markets having rallied almost exactly 8 months off the October 2022 lows, we’ve discussed our view that with FOMO, the fear of missing out setting in June, it was our teams view that it was finally time for the markets to top out…

Read More
Stock Markets: Summer Stall or Summer Squall?

Stock Market: Summer Stall or Summer Squall?

  If you are a client or prospect of OHFG, you might wonder what members of the investment team here do on weekends or even on a holiday like Father’s Day.  This CIO sleeps in until 6AM on Sunday and wakes up thinking about our clients, the markets, and “what’s…

Read More
The WRONG way to Invest

The Wrong Way To Invest

In the early 2000’s a prominent investment management firm launched an advertising campaign that irks me today as much as it did back then.  It’s title, “…the Right way to invest”.  The advertiser stated this emphatically and confidentiality as if there was one and only one way to invest and…

Read More
S&P500 4300 Into Summer - Now What?

SP500 – 4300, It’s Summer Time For a Break. What Does Narrow Breadth Really Mean?

The OHFG investment team laid out our first half out look back in late 2022.  Back then we called for declining volatility in the first half of 2023, a return to growth stocks over value stocks, and a rally back to 4300ish on the S&P500.  Back then and almost weekly,…

Read More
Stock Investing: It's a marathon, not a sprint in retirement planning

Stock Investing – It’s a Marathon, Not a Sprint in Retirement Planning

The OHFG investment team laid out our first half out look back in late 2022.  Back then, the rhetoric was “inflation was out of control”; we were headed into a 1h23 recession; and the S&P500 would retest its October 2022 lows, call it 3500, shortly.  Strategist after strategist proclaimed the…

Read More
Bigger government, lower investment returns?

Bigger Government – Lower Investment Returns?

At an August 12th, 1986 news conference then President Ronald Reagan gave a speech on the perils of big government. He stated, the following, “The nine most terrifying words in the English language are: I’m from the Government, and I’m here to help”. Here is a brief cut from that…

Read More

The MOVE Index – Bond Market Volatility and Its “Collateral” Effects

  Retail investors around the world turn on the financial news channels and listen to strategist we have never met; we read newsletters written by writers who have never managed money; young investors scour Redit chat boards for ideas from people that have no names; and we often subscribe to…

Read More
Tune Out The Noise - Stock Talk

Why Watching Financial News Could Lead Investors Astray

The News Calling for Economic Doom: Should you listen? Investors, turn on the TV and the financial news channels, watch for a few hours and soak in the opinions being passed along as news and you too will convince yourself a very bad recession is imminent.  Geopolitical strife domestically and…

Read More
Chris Perras Stock Talk - Lower Volatility? Inconceivable!

Market Volatility – How to Keep Calm and Invest On

  If you are watching CNBC, Fox business news, or Bloomberg TV all day, most likely, high on the list of your concerns is worrying about stock market volatility. Many of our most vocal clients and prospects tend to contact us more often when they “feel” higher volatility in the…

Read More
Stock Talk with Chris Perras - Keeping You Connected To Your Money

No Stock Talk for 4/28/23

  There will be no Stock Talk for this week. We instead ask that you view our recent video (04/06/23) featuring Charles Scavone on how Oak Harvest decides which stocks, bonds, and investments should go into your portfolio to help you reach your retirement goals. -Chris Perras

Read More
Bears Beware Stock Talk 4.21.2023

Bad breadth? Not so fast – Zweig Indicator Triggered Historically Rare & Positive

At the end of the first quarter, we title our March 31st video “Marching Higher into April”. In it we laid out 3 reasons we expected a continuation of the overall market upward movement into the mid-second quarter.  The 3 reasons we laid out? First, the price charts, which merely…

Read More
Grilling the Investment Manager

Grilling the Investment Manager | Easter Sunday

  Stock Talk is a weekly podcast dedicated to discussing the Oak Harvest Financial Group 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…

Read More