In this episode, we discuss the U.S./Israel - Iran war and some tactical considerations, as well as four scenarios to move towards an off-ramp to peace.

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*

In this episode, we discuss the U.S./Israel - Iran war and some tactical considerations, as well as four scenarios to move towards an off-ramp to peace.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/March-2026.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-march-2026?share=copy&amp;fl=sv&amp;fe=ci">here</a>
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com*

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 the episode notes.

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

Hosted by Michael O&rsquo;Keeffe, Stifel Chief Investment Officer, the Investment Strategy&nbsp;Brief is a monthly&nbsp;market update from Stifel&rsquo;s Investment Strategy team. Discussion topics&nbsp;include:
<ul>
<li>Macroeconomic and Geopolitical Insights</li>
<li>Analysis of Markets and Related Insights</li>
<li>Developing or Fading Investment Themes</li>
</ul>
A more in-depth video version of each month&rsquo;s brief and the presentation deck can be found in the episode notes.
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com/">www.stifel.com</a>

Stifel Investment Strategy Brief Podcast

Stifel Investment Strategy Brief

Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy.

Investment Strategy Brief | March 2026

In this episode, we focus first on the upcoming midterms - what might happen, and the potential impacts - and then turn to an in-depth update on artificial intelligence, including its impact on 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 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*

In this episode, we focus first on the upcoming midterms - what might happen, and the potential impacts - and then turn to an in-depth update on artificial intelligence, including its impact on the economy and markets.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/october-2026.pdf">here</a>
Watch the video related to this episode&nbsp;<a href="https://vimeo.com/stifel/isb-october-2026?share=copy&amp;fl=sv&amp;fe=ci">here</a>
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com*

Looking Past the Midterms: AI Still in Focus

In this episode we discuss numerous crosscurrents - headwinds and tailwinds - that add up to the resilient 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 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*

In this episode we discuss numerous crosscurrents - headwinds and tailwinds - that add up to the resilient economy and markets.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/september-2026.pdf">here</a>
Watch the video related to this episode&nbsp;<a href="https://vimeo.com/stifel/isb-september-2026?share=copy&amp;fl=sv&amp;fe=ci">here</a>
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com*

Investment Strategy Brief: Numerous Crosscurrents In a Resilient Economy and Market

In this episode we provide a mid-summer update on the Middle East, AI, inflation, Fed policy, and market dynamics.

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*

In this episode we provide a mid-summer update on the Middle East, AI, inflation, Fed policy, and market dynamics.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/july-2026.pdf">here</a>
Watch the video related to this episode&nbsp;<a href="https://vimeo.com/stifel/isb-july-2026">here</a>
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | www.stifel.com*

Investment Strategy Brief | March 2026

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