Stifel Investment Strategy Brief
Stifel Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include: Macroeconomic and Geopolitical Insights Analysis of Markets and Related Insights Developing or Fading Investment Themes A more in-depth video version of each month’s brief and the presentation deck can be found in …Follow the podcast:
Investment Strategy Brief | April 2024
In this episode, we continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The…
15:54Clean
Investment Strategy Brief | March 2024
In this episode, we discuss the idea that economists and market experts appear even more positive looking forward, and how we’re challenging ourselves to watch for a slowdown, especially with the consumer. View the Investment Strategy Brief slides related to this episode, here Watch the video re…
19:44Clean
Investment Strategy Brief | February 2024
In this episode, we discuss how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, her…
14:15Clean
Investment Strategy Brief | January 2024
Podcast Summary: In this episode, we review our report Outlook 2024: Embracing Change. You can also view our report, video, and webinar replay. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podca…
05:19Clean
Investment Strategy Brief | December 2023
In this episode, we review the subtle pivot in Fed policy/messaging from the December meeting, along with economic and market implications. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast ma…
21:56Clean
Investment Strategy Brief | November 2023
In this month’s Investment Strategy Brief, we discuss cooling inflation, Fed policy, a stronger-than-expected economy, and continued tensions with things like Fiscal Transition and geopolitics. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this…
17:35Clean
Investment Strategy Brief | October 2023
In this episode, we discuss the implications of the Israel-Hamas war as well as the concept of Fiscal Transition, whereby consumers, businesses, and our government must improve their management of debt going forward. View the Investment Strategy Brief slides related to this episode, here Watch th…
24:11Clean
Investment Strategy Brief | September 2023
In this month’s Investment Strategy Brief, we discuss the prospect of a “soft landing” for the U.S. economy given firming inflation. We share an update on the key factors influencing the economy and markets going forward. View the Investment Strategy Brief slides related to this episode, here Wat…
18:50Clean
Investment Strategy Brief | July 2023
In this episode, we share our 2023 mid-year update, discussing inflation, Fed policy, the economy, and markets. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast may not necessarily reflect th…
20:28Clean
Investment Strategy Brief | June 2023
In this episode, we discuss the new bull market and briefly review how we got here, where we’re going, and the related risks and opportunities. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcas…
24:33Clean