Stock Talk

What If...?

In this special, abbreviated episode of Stock Talk, we ask the question "What if?" As in, "What if...it ISN'T different this time" and "What if...it's as easy as not fighting the FED?" Click here to read transcription. 

7th Inning Stretch: The Scorecard

A lot of strategists, money managers, and personalities out there love to get on TV and share their ideas about stocks, the markets, and investing with the world. But which of them are worth listening to? Which of them are news? Which are just opinion? Which are entertainment? Join Oak Harvest as we take a look and give our "scorecard" for what's been good and not-so-good in the world of the financial media. Click here to read transcription. 

Are We There Yet?

Has the stock market reached "the top?" Is it a bubble? Is it time to sell everything and go 100% to cash?! Oak Harvest addresses this question and more on this edition of Stock Talk! Click here to read transcription. 

Burying the Lede: Fear Sells

On this edition of Stock Talk, Oak Harvest discusses the recent news that the S&P 500 has gained 100% since the 2020 lows and wonders why so many strategists seem to have taken a negative tone when discussing this news. Join us as we explore the topic! Click here to read transcription. 

Taper Tantrum? Seasonal Swoon?

Join Oak Harvest for today's edition of Stock Talk! We cover two "hot topics" in the world of investment analysis - a taper tantrum and a seasonal swoon. Our view is that neither is likely this year, and in this podcast, Oak Harvest explains why! Click here to read transcription.

Seasonal Swoon? That‘s Not Our Tune

Oak Harvest takes a look at seasonality in the capital markets, why many analysts are predicting an imminent downturn, and why we believe their analysis flawed! Join us for this edition of Stock Talk! Click here to read transcription. 

Newsletters – Great Business...but their Advice? Exercise Caution!

Oak Harvest discusses whether or not financial newsletters are fiduciaries and then discusses our current view of the markets! Click here to read transcription. 

Bad ”Breadth” You Say? Problem Solved and Bears Gored by the Bull...Again

Join Oak Harvest for the July 23rd edition of Stock Talk! We revisit the topic of "Market Breadth," and explain how media and Wall Street hand-wringing about the topic is over-blown in our view. Click here to read transcription. 

Second Half Outlook Breakdown - Part Four: Demographics

Join Chris Perras for Part 4 of our deep dive into Oak Harvests's 2nd Half Market Outlook! In this episode, we cover how the the common wisdom about the demographics of the United States may not be accurate, and what means for investors. Click here to read transcription. 

Second Half Outlook Breakdown - Part 3: Volatility is Overstated

Join us for Part 3 in our breakdown of our 2021 Second Half Market Outlook! In this episode, we discuss Volatility, and examine current trends and levels in light of historical trends and data. In our opinion: the data shows concerns about volatility are overstated and current levels add to an existing bullish backdrop for higher-than-most expect stock market moves in the 2nd half of the year. Click here to read transcription.