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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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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AI Bubble? Or Just the 4th Inning? Chris Perras inside a bubble.

AI Tech Stock Bubble? Stock Market Update, Friday October 24, 2025

Maybe 5 or 10 years from now investors will look back and cry about the…

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Keep Calm and Let's Get It Started! 4q25 Stock Thoughts and Outlook

4Q25 Outlook: “Let’s Get it Started” – V-Bottom Month 7. Stock Market Update, Friday October 17, 2025

Maybe 5 or 10 years from now investors will look back and cry about the…

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Earth, wind and fire: A September to Remember

A September to Remember: 21 Trading Days. Stock Market Update, Friday October 10, 2025

Maybe 5 or 10 years from now investors will look back and cry about the…

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"Honestly" "Uninvestable?" "The fact is..." Stock Market Words to Watch

Terms of Endear and Endangerment: Stock Market Update, Friday October 3, 2025

  With the markets sitting in late September and early October, a time period I…

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Chris Perras pushing a shopping cart with boxes inside that say "winners, technology, semis, comm services, energy, materials, and winners (again)"

V-Bottom Recovery: Month 6 – What to Buy. Stock Market Update, Friday Sept 26, 2025

If you waited on the Fed, you missed out on about 14% YTD gain in…

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Stock Market News: And the Beat Goes on, V-Bottom Rallies. Image of Oak Harvest Investment Team inside the album cover for The Whispers

V-Bottom Recovery: The Beat Goes On, What’s Next? Stock Market Update, Friday Sept 19, 2025

If the Fed Funds Futures market proves its generally worthless predictive self, that is being…

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Stock Talk Discussion: 5 Possible Tailwinds for Stocks in Q4 and Next Year

Beyond the Headlines: 5 Possible Tailwinds for Stocks in Q4 and Next Year

Hey everyone, Chris here with another Stock Talk. In today’s episode, we’re taking a step…

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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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