Stifel Investment Strategy Brief
Stifel Investment Strategy Brief Podcast
Playlist by Stifel Investment Strategy BriefHosted 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 a…Follow the podcast:
25 clip(s) in playlist
Investment Strategy Brief | October 2025
In this episode, we review the potential for a slowdown in the economy towards the end of the year, as well as the market implications and potential for a pullback in this elevated market environment. View the Investment Strategy Brief slides related to this episode here Watch the video related t…
15:42Clean
Investment Strategy Brief | August 2025
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 expre…
11:02Clean
Investment Strategy Brief | July 2025
In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the 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…
15:24Clean
Investment Strategy Brief | June 2025
In this episode, we discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on the economy and markets. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode he…
17:37Clean
Investment Strategy Brief | May 2025
In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the 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 po…
17:27Clean
Investment Strategy Brief | April 2025
In this episode, we discuss how we’re watching for the uncertainty in the current environment to fade, including a focus on how recent equity market behavior compares to history. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here …
16:19Clean
Investment Strategy Brief | March 2025
In this episode, we discuss some key areas of change in D.C. policy and the corresponding 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 may not necessar…
16:09
Investment Strategy Brief | February 2025
In this episode, we provide an update on how the economic and market environments are reacting to changes in Washington D.C., making some investors pessimistic and others optimistic about the future. View the Investment Strategy Brief slides related to this episode, here Watch the video related t…
17:06Clean
Investment Strategy Brief | January 2025
In this episode we discuss in depth our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. You can read the full report, watch a video summary, or view the replay of this week’s client webinar. View the Investment Strategy Brief slides related to this episode, here Wat…
22:13Clean
Investment Strategy Brief | December 2024
In our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential 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 v…
20:28Clean