Stock Talk with Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer of Oak Harvest Financial Group

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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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From Melt-Up Calls, to “Blame it on China” Melt-Down — in one short week

Chris Perras discusses just how fast the financial media can change their tune on the markets, the “dead zone,” China, and reiterates our view for the markets in 2019 Chris Paris: This is Chris Paris, chief investment officer at full Carvers Financial Group. Welcome to the May 10th edition or…

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The Easter Bunny is Bringing You a Stock Market Melt-Up… Not!

CIO Chris Perras goes on a “rant” regarding recent calls for a market “melt-up,” foreshadows our H2 2019 outlook and recaps this earnings season, on the 5/3/2019 edition of Stock Talk! Chris: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the May third edition…

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Are We There Yet? Goldilocks for Stocks and the Return of the Bull?

Chris Perras returns for the 4/26/2019 edition of Stock Talk and discusses where the market is, where we believe it’s heading and earnings in Q1, and he introduces a new weekly segment! Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the April…

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Investing vs. Gambling

Senior Portfolio Manager James McFarland fills in for CIO Chris Perras and explores the differences between gambling and investing on the 4/18/2019 edition of Stock Talk James McFarland: Good afternoon, everyone, this is not Chris Perras, Chief Investment Officer of Oak Harvest Financial Group, this is instead James McFarland, senior…

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Goldilocks and the Three Bulls

What actually makes up “Goldilocks” conditions for the stock market? CIO Chris Perras discusses three key indicators he looks at when forming his view of the market. Chris: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the April 12th edition of our weekly Stock…

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Tom Petty: The Waiting is the Hardest Part

Recap and Outlook: The Waiting is the Hardest Part. Join Chris as he delves into what happened in Q1 2019 and looks ahead to Q2. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the April 5th edition of our weekly Stock Talk…

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Pay No Attention to the Man Behind the Curtain — at Your Own Risk!

On the 3/29/2019 edition of Stock Talk, Chris talks about the “Wizard of Oz,” Federal Reserve Chairman, Jerome Powell, and the recent Fed announcement that may have changed the course of the stock market for the rest of 2019. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak…

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It’s Deja Vu all Over Again; and Behavioral Finance

What does Deja Vu have to do with investor behavior in the stock market? Join Chris Perras for the 3/22/2019 edition of Stock Talk as he discusses how patient investors may be able to take advantage of repeating phenomena in market cycles. Chris Perras: This is Chris Perras, Chief Investment…

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The Politics of Stocks, Part 5: The Federal Reserve

The final installment of our first five part series “The Politics of Stocks” In this episode, CIO Chris Perras discusses the Federal Reserve and how “The Fed” can exert a powerful effect on the stock market. Chris: This is Chris Perras, chief investment officer Oak Harvest Financial Group. Welcome to…

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The Politics of Stocks, Part 4: Dividend Yield

Can political policy impact a company’s dividends? What impact can the tax code have? Join Chris Perras for the 03/08/2019 edition of Stock Talk as he discusses these and other questions on part 4 of “The Politics of Stocks”!   Chris Perras: This is Chris Perras, Chief Investment Officer at…

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The Politics of Stocks, Part 3: Valuation, P/E, Marginal ROIC

On the third part of our five part series “The Politics of Stocks,” Chris digs into the details of stock returns. Join Chris and learn how valuation, the P/E ratio, and marginal ROIC drive equity returns — and what part politics can play. Chris: This is Chris Perras, Chief Investment…

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The Politics of Stocks, Part 2: Earnings Per Share

On the 2/22/2019 edition of Stock Talk, CIO Chris Perras takes a look at one of the key components of stock returns, earnings per share, and discusses the impact that politics can have on it.   Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group….

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