Stifel Investment Strategy Brief Podcast

Playlist by 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 a…

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28 clip(s) in playlist

Looking Past the Midterms: AI Still in Focus
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 t…
19:25Clean
Investment Strategy Brief: Numerous Crosscurrents In a Resilient Economy and Market
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 necessar…
16:12Clean
A Mid-Summer Update: The Middle East, AI, Fed Policy, Earnings, and Market Dynamics
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 t…
13:25Clean
Possible Middle East Peace: Implications for Our Second Half Outlook
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 n…
18:45Clean
Investment Strategy Brief | May 2026
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 C…
21:15Clean
Investment Strategy Brief | April 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 ne…
16:57Clean
Investment Strategy Brief | March 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…
22:23Clean
Investment Strategy Brief | February 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 vi…
16:30Clean
Investment Strategy Brief | January 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…
18:29Clean
Investment Strategy Brief | December 2025
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 …
15:14Clean