Rhett Geraghty
Stifel Investment Strategy Brief PodcastEpisodes
Episodes of Stifel Investment Strategy Brief Podcast
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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
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, h
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 s
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 epis
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, hereWatch the video related to
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, hereWatch the video related to this
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
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 Strate
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 S
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, hereWatch the video related to this episode, hereThe views ex
In this episode, we discuss the new bull market and briefly review how we got here, where we’re going, and the related risks and opportunities.View the Investment Strategy Brief slides related to this episode, hereWatch the video related to
In this episode, we discuss the growing wide range of industry views about the prospect of recession and other topics. View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode, hereThe
In this episode, we review some signposts we identified in our outlook for 2023, including an update on China, the labor market, inflation, and market results.View the Investment Strategy Brief slides related to this episode, hereWatch the v
In this episode, we discuss the recent bank failures, Fed policy, the prospect of recession, and what this all means for markets.View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode,
In this episode, we share an update on investor sentiment given firmer-than-expected January inflation reports, and the idea that some of the optimism we saw in January is fading.View the Investment Strategy Brief slides related to this episo
In this episode we review our outlook report, Outlook 2023: Finding Balance, setting the stage for the coming year. Here are links to the full report, video summary, and client webinar replay.View the Investment Strategy Brief slides related
In this episode, we continue our discussion about Signs of Balance and share a preview of our outlook for 2023.View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode, hereThe views ex
In this episode, we discuss new signs of balance we are seeing with inflation, Fed policy, markets, and geopolitical risks related to the Ukraine war and US-China tensions.View the Investment Strategy Brief slides related to this episode, her
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
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, hereWatch the video related to this episode, hereThe views expresse
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, hereWatch the video related
In this month’s episode, we discuss the inflationary environment, some signs of improvement, and the positive implications for both bond and stock market investments.View the Investment Strategy Brief slides related to this episode, hereWatc
In this episode, we discuss in depth a recent inflation report, learnings from the Fed’s June meeting, and our views going forward.View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode
In this episode we dive deeper into the drivers of 2022 volatility, relating that to our outlook for the economy and markets.View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode, here
In this month’s episode, we discuss the drivers of elevated inflation and the ongoing debate: is inflation peaking, or not?View the Investment Strategy Brief slides related to this episode, hereWatch the video related to this episode, here
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