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Episodes
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 May 03, 2019
The Easter Bunny
Friday May 03, 2019
Friday May 03, 2019
CP (CIO Chris Perras) goes on a "rant" regarding recent calls for a market "melt-up," foreshadows our 2nd half 2019 outlook and recaps earnings season on the 5/3/2019 edition of Stock Talk!

Friday Apr 26, 2019
Are We There Yet?
Friday Apr 26, 2019
Friday Apr 26, 2019
Chris Perras returns for the 4/26/2019 edition of Stock Talk and discusses where the market is, where we believe it's heading, earnings in Q1, and introduces a new weekly segment!

Thursday Apr 18, 2019
The Gambler vs. The Investor
Thursday Apr 18, 2019
Thursday Apr 18, 2019
Senior Portfolio Manager James McFarland fills in for CIO Chris Perras and explores the differences between gambling and investing on the 4/18/2019 edition of Stock Talk

Friday Apr 12, 2019
Goldilocks and the Three Bulls
Friday Apr 12, 2019
Friday Apr 12, 2019
What actually makes up "Goldilocks" conditions for the stock market? CIO Chris Perras discusses the three key indicators he looks at when forming his view of the market.

Friday Apr 05, 2019
1st Quarter 2019 Recap, 2nd Quarter Outlook: The Waiting is the Hardest Part
Friday Apr 05, 2019
Friday Apr 05, 2019
Join CIO Chris Perras as he delves into what happened to markets in the first quarter of 2019, and looks ahead to the second quarter.

Friday Mar 29, 2019
Disregard the Man Behind the Curtain...at Your Own Risk!
Friday Mar 29, 2019
Friday Mar 29, 2019
On the 3/29/2019 edition of Stock Talk, Chris talks about the "Wizard of Oz," Federal Reserve Chairman, Jerome Powell and the recent Fed announcement that may have changed the course of the stock market for the rest of 2019.

Friday Mar 22, 2019
Deja Vu and Behavorial Investing
Friday Mar 22, 2019
Friday Mar 22, 2019
What does Deja Vu have to do with investor behavior in the stock market? Join Chris Perras for the 3/22/2019 edition of Stock Talk as he discusses how patient investors may be able to take advantage of repeating phenomena in market cycles.

Friday Mar 15, 2019
The Politics of Stocks Part 5: The Federal Reserve
Friday Mar 15, 2019
Friday Mar 15, 2019
The final installment of our first five part series "The Politics of Stocks!" In this episode, CIO Chris Perras discusses the Federal Reserve and how "The Fed" can exert a powerful effect on the stock market.

Friday Mar 08, 2019
The Politics of Stocks Part 4: Dividend Yield
Friday Mar 08, 2019
Friday Mar 08, 2019
Can political policy impact a company's dividends? What impact can the tax code have? Join Chris Perras for the 03/08/2019 edition of Stock Talk as he discusses these and other questions on part 4 of "The Politics of Stocks"!

Friday Mar 01, 2019
The Politics of Stocks Part 3: Valuation, P/E, and Marginal ROIC
Friday Mar 01, 2019
Friday Mar 01, 2019
On the third part of our five part series "The Politics of Stocks," Chris digs into the details of stock returns. Join Chris and learn how valuation, the P/E ratio, and Marginal ROIC drive equity returns and what part politics can play.