Stifel Investment Strategy Brief Podcast

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. ...

19 Feb 202517min

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 w...

21 Jan 202522min

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 Strateg...

16 Dec 202420min

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 I...

20 Nov 202413min

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 S...

21 Okt 202416min

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 t...

23 Sep 202421min

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 rota...

29 Juli 202423min

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...

24 Okt 202223min