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*

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

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*

A Mid-Summer Update: The Middle East, AI, Fed Policy, Earnings, and Market Dynamics

In this episode we discuss the potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026.

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 potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/june-2026.pdf">here</a>
Watch the video related to this episode&nbsp;<a href="https://vimeo.com/stifel/isb-june-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*

Possible Middle East Peace: Implications for Our Second Half Outlook

In this episode we provide an update on AI, inflation, and the Market’s Narrow Path.

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 an update on AI, inflation, and the Market&rsquo;s Narrow Path.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/May-2026.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-may-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 | May 2026

In this episode we provide an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence.

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 an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/April-2026.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-042026">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 | April 2026

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*

Investment Strategy Brief | March 2026

In this episode we continue our discussion around our outlook for 2026 and AI optimism, including some early evidence that market performance is broadening, even amidst pockets of volatility around some AI fears. 

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 continue our discussion around our outlook for 2026 and AI optimism, including some early evidence that market performance is broadening, even amidst pockets of volatility around some AI fears.&nbsp;
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/February-2026.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-021926?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 | February 2026

In this episode, we cover in detail our report Outlook 2026: Rewiring Growth, where we discuss a look back at 2025, how AI can fuel improved productivity and new sources of economic growth, our positive outlook for the coming year, and our bear and bull case scenarios.

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 cover in detail our report Outlook 2026: Rewiring Growth, where we discuss a look back at 2025, how AI can fuel improved productivity and new sources of economic growth, our positive outlook for the coming year, and our bear and bull case scenarios.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2026/January-2026.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-012026?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 | January 2026

In this episode we discuss the resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity.

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 resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity.
<hr>
View the Investment Strategy Brief slides related to this episode <a href="https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/2025/December-2025.pdf">here</a>
Watch the video related to this episode <a href="https://vimeo.com/stifel/isb-112425?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 | December 2025

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

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