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.

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1q26 Risks – Inflation Rising: Stock Market Update, Friday January 30, 2026

We spent the first few weeks of 2026 discussing market volatility in our video, both…

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Volatility Speaks: Investors were warned

Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026

Well, that didn’t take long. We discussed the likelihood of elevated volatility in the 1q26…

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Volatility Speaks

Volatility Speaks: Stock Market Update, Friday January 16, 2026

Turn on the financial news and most days you’ll hear someone talk about the markets…

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2026 Patience: Stock Market Update, Friday January 9, 2026

Over the last 4 weeks the OHFG has released our thoughts on 2026 and what…

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New Federal Reserve Chair - Dovish But!

Retiring in 2026…Oak Harvest’s  2026 Market Outlook: Part 3 – Dovish Federal Reserve BUT!…

This week’s topic, the 3rd part of our Oak Harvest’s 2026 market outlook. We’ve been…

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2026: Prepare, Don't Predict

Retiring Soon? Here’s What the Market May Do in 2026 (Market Outlook: Part 2 – Earnings)

Last week, we began to add some meat to the bones of our 2026 market…

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2026 Outlook: Cycles and Seasonality

1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality

The reward for investing in equities is its return. The “risk” is enduring the drawdowns…

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2026 Outlook Preview: Being a Bull Rider is Hard Some Years

Since we exited the Covid lockdown, investors have been treated to a continuation of the…

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Equity Style/Factor Rotations - How Fast Are You?

You Get What You Pay For: Stock Market Update, Friday December 5, 2025

Almost everyone I know likes a Deal. A good Black Friday savings deal.  Maybe a…

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AI Capex $

Technology Adoption Cycles: The AI Capex Spending Tsunami

Before getting into this week’s topic, which is making front page financial headlines week after…

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"K" Shaped economy?

What is a “K”-Shaped Economy? Stock Market Update, Friday November 21, 2025

I think, in bit of an attempt to make economics more understandable to the masses,…

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Thumbnail for Oak Harvest’s Stock Market Update video dated November 7, 2025, titled ‘The Song Remains the Same.’ The image shows Chris Perras in a light blue shirt next to stylized artwork inspired by classic rock imagery, with the Oak Harvest logo and text that reads ‘Stock Market Update November 7, 2025

Our Song Remains the Same: Stock Market Update, Friday November 7, 2025

I was born in 1965, love classic rock and most 70’s and 80’s rock bands,…

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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. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. 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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WEEKLY MARKET UPDATE

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