6539f8a1-9a96-4187-ba5c-aaf4017e1e45 391033fb-1559-4471-8ff9-aaff00fe4c63 0b564225-700c-4da4-b2e0-aafc00f1441d 1c6eefdd-358b-41e9-8240-aafc01683eb0 en-US Stifel Investment Strategy Brief Podcast https://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

]]> episodic 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 Rhett Geraghty marketing@stifel.com Stifel Investment Strategy 2026 Stifel Investment Strategy clean https://www.omnycontent.com/d/playlist/6539f8a1-9a96-4187-ba5c-aaf4017e1e45/0b564225-700c-4da4-b2e0-aafc00f1441d/1c6eefdd-358b-41e9-8240-aafc01683eb0/image.jpg?t=1654871771&size=Large Stifel Investment Strategy Brief Podcast https://www.stifel.com/ Investment Strategy Brief | May 2026 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. ai inflation market narrow path bear bull stifel isb investment finance ai, inflation, market, narrow path, bear, bull, stifel, isb, investment, finance full 8 5 Stifel Investment Strategy fff10f70-0454-45a8-a0a1-b4520112cb96 fff10f70-0454-45a8-a0a1-b4520112cb96 Fri, 22 May 2026 17:51:00 +0000 1276 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-may-2026 clean Investment Strategy Brief | April 2026 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel isb investment strategy brief income money finances iran 2026 conflict usa stifel, isb, investment, strategy, brief, income, money, finances, iran, 2026, conflict, usa full 8 4 Stifel Investment Strategy 2eaa5e80-4bd8-4aca-a311-b43200f77db2 2eaa5e80-4bd8-4aca-a311-b43200f77db2 Mon, 20 Apr 2026 18:25:38 +0000 1018 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-april-2026 clean Investment Strategy Brief | March 2026 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel isb investment strategy brief income money finances iran war tactical scenarios stifel, isb, investment, strategy, brief, income, money, finances, iran, war, tactical, scenarios full 8 3 Stifel Investment Strategy 34d09627-aeae-4e1f-aa35-b41100ed258e 34d09627-aeae-4e1f-aa35-b41100ed258e Wed, 18 Mar 2026 17:10:34 +0000 1343 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-march-2026 clean Investment Strategy Brief | February 2026 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel isb ai outlook 2026 strategy brief finance stifel, isb, ai, outlook, 2026, strategy, brief, finance full 8 2 Stifel Investment Strategy 827fa274-3400-481a-b0d7-b3f60133aa75 827fa274-3400-481a-b0d7-b3f60133aa75 Thu, 19 Feb 2026 18:44:13 +0000 990 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-february-2026 clean Investment Strategy Brief | January 2026 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel isb outlook 2026 new year financial planning investment stifel, isb, outlook, 2026, new year, financial, planning, investment full 8 1 Stifel Investment Strategy 5303b7e6-25a7-4e05-a19f-b3d8012027f4 5303b7e6-25a7-4e05-a19f-b3d8012027f4 Tue, 20 Jan 2026 18:28:50 +0000 1110 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-january-2026 clean Investment Strategy Brief | December 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Equity markets Value Fed Fed rates Rates Money Sightlines ISB O'Keeffe Equity, markets, Value, Fed, Fed rates, Rates, Money, Sightlines, ISB, O'Keeffe full 7 11 Stifel Investment Strategy 3bedf0a4-2cd9-45e4-8bdc-b3b700f9ff4d 3bedf0a4-2cd9-45e4-8bdc-b3b700f9ff4d Thu, 18 Dec 2025 17:21:18 +0000 914 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-december-2025 clean Investment Strategy Brief | November 2025 Investment Strategy Brief | November 2025 In this episode we discuss some drivers of the recent pullback in the equity markets and our views looking forward.

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*

See omnystudio.com/listener for privacy information.

]]> In this episode we discuss some drivers of the recent pullback in the equity markets and our views looking forward.

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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. equity markets ai stifel marketing finance money podcast o keeffe equity, markets, ai, stifel, marketing, finance, money, podcast, o keeffe full 7 10 Stifel Investment Strategy 687634be-cb62-4f09-82f1-b39f00f719f1 687634be-cb62-4f09-82f1-b39f00f719f1 Mon, 24 Nov 2025 18:50:26 +0000 1136 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-november-2025 clean Investment Strategy Brief | October 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel investment strategy isb investment strategy brief michael o'keeffe market commentary 2025 outlook investing investment commentary stifel, investment strategy, isb, investment strategy brief, michael o'keeffe, market commentary, 2025 outlook, investing, investment commentary full 7 9 Stifel Investment Strategy 98262a98-a5a1-4e6c-a5ef-b38000eaf8a2 98262a98-a5a1-4e6c-a5ef-b38000eaf8a2 Fri, 24 Oct 2025 15:53:14 +0000 942 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-october-2025 clean Investment Strategy Brief | August 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investing headwinds stock stock market invest crosswinds markets market commentary Investment strategy Michael O'Keeffe Stifel, Investing, headwinds, stock, stock market, invest, crosswinds, markets, market commentary, Investment strategy, Michael O'Keeffe full 7 7 Stifel Investment Strategy 01ecd5a8-878f-47b1-8b94-b33d00e5a8e8 01ecd5a8-878f-47b1-8b94-b33d00e5a8e8 Mon, 18 Aug 2025 15:13:55 +0000 663 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-august-2025 clean Investment Strategy Brief | July 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investing Michael O'Keeffe 2025 outlook Washington D.C. Foreign policy investment strategy Stifel, Investing, Michael O'Keeffe, 2025 outlook, Washington D.C., Foreign policy, investment strategy full 7 6 Stifel Investment Strategy b8179602-8a18-4b81-bb92-b32100e60b4f b8179602-8a18-4b81-bb92-b32100e60b4f Mon, 21 Jul 2025 17:12:49 +0000 925 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-july-2025 clean Investment Strategy Brief | June 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel michael o'keeffe investment strategy investing iran israel economy tump politics inflation tariffs Stifel, michael o'keeffe, investment strategy, investing, iran, israel, economy, tump, politics, inflation, tariffs full 7 6 Stifel Investment Strategy 5c3d3af3-e488-4e3b-b1cb-b2fe00f97a74 5c3d3af3-e488-4e3b-b1cb-b2fe00f97a74 Mon, 16 Jun 2025 16:38:30 +0000 1058 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-june-2025 clean Investment Strategy Brief | May 2025 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 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*

See omnystudio.com/listener for privacy information.

]]> 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 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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel invesment commentary ISB Invesment Strategy Brief Michael O'Keeffe Economic Policy DC Trump market commentary markets Stifel, invesment commentary, ISB, Invesment Strategy Brief, Michael O'Keeffe, Economic Policy, DC, Trump, market commentary, markets full 7 5 Stifel Investment Strategy e402d421-3ba8-4dcc-be23-b2ea00e6008b e402d421-3ba8-4dcc-be23-b2ea00e6008b Tue, 27 May 2025 17:02:56 +0000 1047 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-may-2025 clean Investment Strategy Brief | April 2025 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

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*

See omnystudio.com/listener for privacy information.

]]> 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

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*

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investing Investment Strategy Brief Michael O'Keeffe tariffs market volatility stock market investment Stifel, Investing, Investment Strategy Brief, Michael O'Keeffe, tariffs, market volatility, stock market, investment full 7 4 Stifel Investment Strategy 144a1b06-594a-47a6-9a05-b2c900eddf0f 144a1b06-594a-47a6-9a05-b2c900eddf0f Thu, 24 Apr 2025 15:32:07 +0000 980 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-april-2025 clean Investment Strategy Brief | March 2025 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 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*

See omnystudio.com/listener for privacy information.

]]>  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 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*

See omnystudio.com/listener for privacy information.

]]> full 7 3 Stifel Investment Strategy 85098c0a-8363-456d-9a0b-b2a700ee3424 85098c0a-8363-456d-9a0b-b2a700ee3424 Fri, 21 Mar 2025 17:02:30 +0000 969 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-march-2025 Investment Strategy Brief | February 2025 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 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

See omnystudio.com/listener for privacy information.

]]> 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 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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel investing investment strategy Michael O'Keeffe Washington D.C. Trump market market commentary investors 2025 stifel, investing, investment strategy, Michael O'Keeffe, Washington D.C., Trump, market, market commentary, investors, 2025 full 7 2 Stifel Investment Strategy 1bd2b313-6be4-4255-8d03-b28900f7741c 1bd2b313-6be4-4255-8d03-b28900f7741c Wed, 19 Feb 2025 16:57:51 +0000 1027 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-february-2025 clean Investment Strategy Brief | January 2025 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

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

See omnystudio.com/listener for privacy information.

]]> 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

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investment Strategy 2025 outlook Michael O'Keeffe Investing outlook 2025 geopolitics Trump market commentary market stock market Stifel, Investment Strategy, 2025 outlook, Michael O'Keeffe, Investing, outlook 2025, geopolitics, Trump, market commentary, market, stock market full 7 1 Stifel Investment Strategy 59a01ba7-6e46-4a80-9bf5-b26c00f84b41 59a01ba7-6e46-4a80-9bf5-b26c00f84b41 Tue, 21 Jan 2025 17:07:36 +0000 1334 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-january-2025 clean Investment Strategy Brief | December 2024 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 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

See omnystudio.com/listener for privacy information.

]]> 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 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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investing Investment Strategy geopolitics politics Trump inflation market commentary fed policy middle east russia Stifel, Investing, Investment Strategy, geopolitics, politics, Trump, inflation, market commentary, fed policy, middle east, russia full 6 11 Stifel Investment Strategy 49473ca0-e59f-4936-b778-b24800f6ee50 49473ca0-e59f-4936-b778-b24800f6ee50 Mon, 16 Dec 2024 16:54:58 +0000 1229 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-december-2024 clean Investment Strategy Brief | November 2024 Investment Strategy Brief | November 2024 In this episode, we dive a little deeper into the policies of the incoming Trump administration and Republican-controlled Congress and the related implications for 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

See omnystudio.com/listener for privacy information.

]]> In this episode, we dive a little deeper into the policies of the incoming Trump administration and Republican-controlled Congress and the related implications for 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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investing Investment Strategy Michael O'Keeffe Trump Donald Trump Geopolitics Politics Congress market commentary Stifel, Investing, Investment Strategy, Michael O'Keeffe, Trump, Donald Trump, Geopolitics, Politics, Congress, market commentary full 6 10 Stifel Investment Strategy 965580e8-42b2-4d81-8cb8-b22e00f8c67f 965580e8-42b2-4d81-8cb8-b22e00f8c67f Wed, 20 Nov 2024 15:37:32 +0000 811 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-november-2024 clean Investment Strategy Brief | October 2024 Investment Strategy Brief | October 2024 In this episode, we discuss the forces driving the better-than-expected economic and market results while spelling out some serious risks that may create some market turbulence.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the forces driving the better-than-expected economic and market results while spelling out some serious risks that may create some market turbulence.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Michael O'Keeffe Stifel ISB Investment Strategy investing Fed Rates economy market Michael O'Keeffe, Stifel, ISB, Investment Strategy, investing, Fed, Rates, economy, market full 6 9 Stifel Investment Strategy 40b227f0-1ea2-4538-b818-b21001059ddb 40b227f0-1ea2-4538-b818-b21001059ddb Mon, 21 Oct 2024 15:57:55 +0000 969 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-october-2024 clean Investment Strategy Brief | September 2024 Investment Strategy Brief | September 2024 In this episode, we discuss the details of the Fed’s half-point rate cut, other tailwinds to the economy and the markets, as well as headwinds too.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the details of the Fed’s half-point rate cut, other tailwinds to the economy and the markets, as well as headwinds too.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Michael O'Keeffe Stifel ISB Investment Strategy Investing Fed Rates Rate cuts Economy markets Michael O'Keeffe, Stifel, ISB, Investment Strategy, Investing, Fed, Rates, Rate cuts, Economy, markets full 6 8 Stifel Investment Strategy d483fb0b-5694-4f61-b340-b1f400fac5d7 d483fb0b-5694-4f61-b340-b1f400fac5d7 Mon, 23 Sep 2024 16:45:53 +0000 1288 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-september-2024 clean Investment Strategy Brief | July 2024 Investment Strategy Brief | July 2024 In this episode, we discuss the idea of Embracing Change happening in the second half, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July. We also invite you to view our Client Webinar on the U.S. Elections. 

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the idea of Embracing Change happening in the second half, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July. We also invite you to view our Client Webinar on the U.S. Elections. 

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. STifel Michael O'keeffe investing politcs politcal commentary investments election Brian Gardner STifel, Michael O'keeffe, investing, politcs, politcal commentary, investments, election, Brian Gardner full 6 7 Stifel Investment Strategy dda37598-c0b7-47a1-80db-b1bc00f2ba8d dda37598-c0b7-47a1-80db-b1bc00f2ba8d Mon, 29 Jul 2024 17:57:36 +0000 1425 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-july-2024 clean Investment Strategy Brief | June 2024 Investment Strategy Brief | June 2024 In this episode, we discuss the environment and what’s in focus for the second half of 2024, including the results of different elections around the world and possible implications for U.S. elections.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the environment and what’s in focus for the second half of 2024, including the results of different elections around the world and possible implications for U.S. elections.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. stifel investment strategy strategy finance investing Micahel O'Keeffe Federal Reserve Enviroment election year elections 2024 election stifel, investment strategy, strategy, finance, investing, Micahel O'Keeffe, Federal Reserve, Enviroment, election year, elections, 2024 election full 6 6 Stifel Investment Strategy c8c1ca1c-3c61-4b5d-b6c0-b19501106166 c8c1ca1c-3c61-4b5d-b6c0-b19501106166 Thu, 20 Jun 2024 18:26:40 +0000 1144 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-june-2024 clean Investment Strategy Brief | October 2022 Investment Strategy Brief | October 2022 In this episode, we discuss the imbalances of 2022 and some signs that may help us find balance on several issues looking forward. As promised in the discussion, here is the link to our client webinar featuring Stifel’s Chief Washington Policy Strategist, Brian Gardner.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the imbalances of 2022 and some signs that may help us find balance on several issues looking forward. As promised in the discussion, here is the link to our client webinar featuring Stifel’s Chief Washington Policy Strategist, Brian Gardner.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Investment Strategy Michael O'Keeffe Balance Inflation Recession Market Commentary Economic Commentary Geopolitical Stifel, Investment Strategy, Michael O'Keeffe, Balance, Inflation, Recession, Market Commentary, Economic Commentary, Geopolitical full 4 10 Stifel Investment Strategy 4823dbec-6a4d-44de-8068-af380146a101 4823dbec-6a4d-44de-8068-af380146a101 Mon, 24 Oct 2022 22:00:00 +0000 1426 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-october-2022 clean Investment Strategy Brief | September 2022 Investment Strategy Brief | September 2022 In this episode, we discuss the increasingly hawkish Fed policy, weak markets, and the risk of recession.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we discuss the increasingly hawkish Fed policy, weak markets, and the risk of recession.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Stifel Michael O'Keeffe Investment Strategy Invest Fed Fed policy Inflation recession weak markets markets weak rates interest rates Stifel, Michael O'Keeffe, Investment Strategy, Invest, Fed, Fed policy, Inflation, recession, weak markets, markets, weak, rates, interest rates full 4 9 Stifel Investment Strategy 297cfb8f-32f7-4598-a95e-af1e0142d304 297cfb8f-32f7-4598-a95e-af1e0142d304 Wed, 28 Sep 2022 19:47:11 +0000 1662 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-september-2022 clean Investment Strategy Brief | August 2022 Investment Strategy Brief | August 2022 In this episode, we share some modestly good news about supply chains and inflation and then discuss what we will focus on for the balance of 2022.

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

See omnystudio.com/listener for privacy information.

]]> In this episode, we share some modestly good news about supply chains and inflation and then discuss what we will focus on for the balance of 2022.

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

See omnystudio.com/listener for privacy information.

]]> Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy. Supply chains Inflation Stifel Michael O'Keeffe Investment Strategy 2022 August Market Supply chains, Inflation, Stifel, Michael O'Keeffe, Investment Strategy, 2022, August, Market full 4 8 Stifel Investment Strategy 7e8effbd-cc05-4195-a8d5-aefc00e2def3 7e8effbd-cc05-4195-a8d5-aefc00e2def3 Thu, 25 Aug 2022 16:52:23 +0000 1398 https://omny.fm/shows/stifel-investment-strategy-brief/investment-strategy-brief-august-2022 clean