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Stifel Investment Strategy Brief Podcast

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

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Last Episode Date: 24 May 2024

Total Episodes: 22

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24 May 2024
Investment Strategy Brief | May 2024

In this episode, we discuss how the Fed will maintain its restrictive policy as officials await evidence of cooling inflation, reinforcing the “higher for longer” interest rate environment. View the Investment Strategy Brief slides related to this episode, here Watch...

16 min
17 April 2024
Investment Strategy Brief | April 2024

In this episode, we continue our discussion about optimism around artificial intelligence and identify some additional headwinds that may lead us toward an economic slowdown. View the Investment Strategy Brief slides related to this episode, here Watch the video related ...

15 min
18 March 2024
Investment Strategy Brief | March 2024

In this episode, we discuss the idea that economists and market experts appear even more positive looking forward, and how we’re challenging ourselves to watch for a slowdown, especially with the consumer.  View the Investment Strategy Brief slides related to this epis...

19 min
20 February 2024
Investment Strategy Brief | February 2024

In this episode, we discuss how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results. View the Investment Strategy Brief slides related to this episode, here Watch the video re...

14 min
22 January 2024
Investment Strategy Brief | January 2024

Podcast Summary: In this episode, we review our report Outlook 2024: Embracing Change. You can also view our report, video, and webinar replay.  View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here ...

5 min
19 December 2023
Investment Strategy Brief | December 2023

In this episode, we review the subtle pivot in Fed policy/messaging from the December meeting, along with 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 ...

21 min
20 November 2023
Investment Strategy Brief | November 2023

In this month’s Investment Strategy Brief, we discuss cooling inflation, Fed policy, a stronger-than-expected economy, and continued tensions with things like Fiscal Transition and geopolitics. View the Investment Strategy Brief slides related to this episode, here Wat...

17 min
19 October 2023
Investment Strategy Brief | October 2023

In this episode, we discuss the implications of the Israel-Hamas war as well as the concept of Fiscal Transition, whereby consumers, businesses, and our government must improve their management of debt going forward. View the Investment Strategy Brief slides related to th...

24 min
20 September 2023
Investment Strategy Brief | September 2023

In this month’s Investment Strategy Brief, we discuss the prospect of a “soft landing” for the U.S. economy given firming inflation. We share an update on the key factors influencing the economy and markets going forward. View the Investment Strategy Brief slides re...

18 min
31 July 2023
Investment Strategy Brief | July 2023

In this episode, we share our 2023 mid-year update, discussing inflation, Fed policy, 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 ma...

20 min
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