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Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.
Episodes
Friday Jul 29, 2022
Friday Jul 29, 2022
Michael Hartnett is the Chief Investment Strategist at Merrill Lynch. Amongst all of Merrill's economists and strategists, he is perhaps the most well followed by institutional and retail investors. It's a big title, and he's followed by 100's of thousands of advisors and millions of investors. He's been around the block for a few decades and seen a few economic and stock cycles.
He predominately uses a data-driven approach. While too conservative in his second-half 2021 outlook, he was one of the first sell-side strategists to correctly call for a first-half 2022 sell-off for what turned out to be the right reason.
That reason. Higher inflation and slowing growth. This is also known as "stagflation" in economic circles. Late Monday night last week. Early Tuesday morning, July nineteenth, he released his much-anticipated Global Fund Managers Survey. Its title, in bold headlines, read, "I'm so Bearish. I'm Bullish." Here are the links to the previous videos on Opportunity Knocks:
https://www.youtube.com/watch?v=8T_FyBjyQG8&list=PLxj0FBH5Bt8twiZx9RvxpW9AydohZ5W3-&index=19
https://www.youtube.com/watch?v=2Hq0S3asRWw&list=PLxj0FBH5Bt8twiZx9RvxpW9AydohZ5W3-&index=37
Here’s a link to Jim Cramer’s July 19th episode reviewing Larry Williams charts. We’ve discussed Mr. William's work in prior videos. https://www.cnbc.com/2022/07/19/charts-suggest-tuesdays-rally-could-just-be-at-the-beginning-jim-cramer-says.html
At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past. Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market.
Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040 @ If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:
https://click2retire.com/juneinflation
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).