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Rhett Geraghty
Stifel SightLines PodcastEpisodes
Rhett Geraghty
Stifel SightLines Podcast
A weekly Business podcast
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Episodes of Stifel SightLines Podcast
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In this episode, we review the Stifel Financial ID, which helps clients understand themselves a little better and work even more effectively with their Stifel Financial Advisor.To read this week's Sight|Lines, click here. The views expresse
In this episode, we review firmer inflation data and the results of the latest Fed meeting, including the effects on the economy and the markets.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necess
In this episode, we continue the discussion on elections and protectionism, exploring the implications for global competition, China’s trade relations, and geopolitical hotspots.To read this week's Sight|Lines, click here. The views express
In this episode, we discuss the optimism in the current environment around artificial intelligence, and we frame up what is expected from the first quarter earnings season, as we watch for a slowdown.To read this week's Sight|Lines, click her
In this episode, we review the concepts of artificial intelligence (AI) and profile a number of exciting applications helping to fuel the growing optimism around AI.To read this week's Sight|Lines, click here. The views expressed in this po
In this episode, we unpack the positive results of first quarter 2024 and further our discussion about how we’re watching for a slowdown.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily re
In this episode, we unpack the results of the Fed meeting and the release of the Fed’s March Summary of Economic Projections.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the vi
In this week’s episode, we share some insights on the current environment as we watch for a slowdown.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial
In this episode, we discuss the 2024 global election supercycle and how some contests may affect U.S. trade relationships, compared to China’s.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessar
In this episode, we connect the positive stock market results in 2024 with the latest earnings results and optimism about artificial intelligence.To read this week's Sight|Lines, click here. The views expressed in this podcast may not neces
In this episode, we offer a detailed review of the minutes of the Federal Reserve Bank’s January meeting which included discussion on economic growth, inflation, and the resilience of our banking system.To read this week's Sight|Lines, click
In this episode we discuss how firming inflation has renewed the focus on Federal Reserve (Fed) policy, company earnings, market valuations, and the “magnificent seven” versus the rest of the market.To read this week's Sight|Lines, click here
In this episode, we discuss what to expect from the markets in a presidential election year.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or
In this episode, we summarize the article AI Revolution: Transforming Industries and Investments and discuss how artificial intelligence (AI) is influencing our investment decisions and changing our world.To read this week's Sight|Lines, clic
In this episode we review our outlook article Geopolitical Risk Dashboard: A New World, which appears in our report Outlook 2024: Embracing Change (report, video, and webinar replay).To read this week's Sight|Lines, click here. The views ex
In this episode, we explain our bear and bull scenarios included in our report Outlook 2024: Embracing Change. Here are links to our full report, video summary, and client webinar replay.To read this week's Sight|Lines, click here. The view
In this episode we discuss the details of our outlook for 2024 captured in our report Outlook 2024: Embracing ChangeTo read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of St
In this episode, we again start the year by sharing a brief overview of our report - Outlook 2024: Embracing ChangeHere are links to the report, video, and [client webinar replay].To read this week's Sight|Lines, click here. The views expr
In this episode, we discuss the results of the December Fed meeting, one example of the changes we’ll profile in our 2024 outlook next month.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessaril
In this episode, we discuss recency bias, the strong results of the S&P 500 in 2023, and the importance of sticking to a long-term objective going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may
In this episode, we review the signposts we identified early in the year to monitor as we made our way to finding balance.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views
In this episode, we discuss what’s at stake in the 2024 elections and take an early look at the four phases of a presidential election.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily refl
In this episode, we review the equity market dynamics in 2023 and share some details about cooling inflation.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Fi
In this episode, we unpack what has been a better-than-expected third-quarter earnings season.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. o
In this week’s episode, we unpack the learnings from the most recent Fed meeting and where we might go from here.To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stife
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