Stifel Investment Strategy Brief Podcast

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 vi...

24 Marras 202518min

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....

24 Loka 202515min

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...

18 Elo 202511min

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 ...

21 Heinä 202515min

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 Invest...

16 Kesä 202517min

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...

27 Touko 202517min

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 ...

24 Huhti 202516min

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 Wa...

21 Maalis 202516min