UA-61898994-39 Stock Talk
Stock Talk
Burying the Lede: Fear Sells

Burying the Lede: Fear Sells

August 20, 2021

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?

Taper Tantrum? Seasonal Swoon?

August 13, 2021

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

Seasonal Swoon? That‘s Not Our Tune

August 6, 2021

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!

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

July 30, 2021

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

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

July 23, 2021

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

Second Half Outlook Breakdown - Part Four: Demographics

July 16, 2021

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

Second Half Outlook Breakdown - Part 3: Volatility is Overstated

July 9, 2021

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.

Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity

Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity

July 2, 2021

Chris Perras continues to breakdown OHFG’s 2021 market outlook: “Let the Good Times Roll”.  Part 2 in this series takes a look at the Federal Reserves monetary stimulus, its effect on equity markets, and our thoughts on the timing of both a "tapering" announcement and actual tapering actions. Click here to read transcription. 

Second Half Outlook Breakdown - Part One: It‘s a Bull Market

Second Half Outlook Breakdown - Part One: It‘s a Bull Market

June 25, 2021

Chris Perras dives into Oak Harvest’s outlook for the 2nd half of 2021, starting with an exploration of our base case view: “We are in a bull market.” Join Chris for the 6/25/2021 edition of Stock Talk and learn more! Click here to read transcription. 

Let the Good Times Roll

Let the Good Times Roll

June 18, 2021

The Bull Market marches on in the second half of 2021. Why? When? How high is possible? What sectors lead? Click here to read transcription.

Podbean App

Play this podcast on Podbean App