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Investment Strategy Brief | August 2025

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In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment.


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 the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

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Stifel Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a mont 
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