PODCAST · business
Stock Talk
by Oak Harvest Financial Group
Retirement Focused Investment Stock Talk with Chris Perras, CFA®, CLU®, ChFC® Chief Investment Officer of Oak Harvest Financial Group.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
-
The AI Earnings Boom or AI Bubble? Stock Talk Update October 16, 2026
Is the AI boom becoming an AI bubble? Growing earnings tell only part of the story when spending on data centers, chips, and infrastructure puts pressure on free cash flow. In this episode of Stock Talk, Chris compares today’s AI investment cycle with the dot-com era and examines three indicators...
-
Will Higher Interest Rates Stop the Bull Market?
Are higher interest rates a red light for stocks—or a warning that needs more context? Chris Perras examines how earnings, valuations, and market breadth can influence the stock-market outlook. In this episode of Stock Talk from Oak Harvest Financial Group, Chris reviews four pieces of the...
-
Higher Interest Rates: A Threat or Opportunity for Retirement?
Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that tradeoff mean for your retirement plan? In this Oak Harvest Roundtable recap, Chris Perras, Troy Sharpe, and Charles discuss...
-
Higher Interest Rates: Headwind, Roadblock – or Opportunity?
Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan? In this episode of Stock Talk, Chris Perras explains how...
-
Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026
The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong? A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two...
-
Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm?
What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices? In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can...
-
Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026
Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be another AI stock. As companies like Microsoft, Amazon, Google and Meta spend hundreds of billions of dollars building AI infrastructure and data…
more -
Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026
The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher. So why haven't higher rates stopped the stock market? In this episode of Stock Talk, we break down the tug-of-war between corporate...
-
Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026
Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely. In this video, we examine the growing comparison...
-
From Dot-Com Bubble to AI, “Situationally UnAware” Stock Talk Update August 7, 2026
An investor can be completely right about the future—and still lose money in the present. That happened during the dot-com boom. The internet really did change the world, but concentrated portfolios, extreme valuations, leverage, and tighter financial conditions still caused enormous investment...
-
Inflation, and Two Other Threats to Your Retirement Savings: Stock Talk Update July 31, 2026
Inflation, interest rates, and energy prices may look like three separate financial risks—but they are deeply connected. In this episode, Chris Perras of Oak Harvest Financial Group explains how rising energy costs can contribute to inflation, how inflation influences Federal Reserve policy, and...
-
SpaceX IPO: What We Learned. The Real Story is Investor Expectations
What if one of the greatest companies ever built turns out to be a disappointing investment? In this video, I explain why this isn’t really a story about SpaceX—it’s a story about investor expectations, IPO hype, and the price you pay for even the most extraordinary businesses. Drawing on more…
more -
S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026
Why are so many Wall Street firms raising their S&P 500 targets, yet the market isn't surging higher? In this week's Stock Talk, I break down the two forces that are keeping the S&P 500 from making a much bigger move despite outstanding corporate earnings. We'll look at why accelerating earnings...
-
Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026
Is every jobs report, inflation update, or GDP release really telling investors what they need to know? In this week's Stock Talk, Chris Perras explains why successful investing is not about reacting to every economic headline or trying to predict the next government report. Using the latest...
-
Market Timing – Are You That Good? Stock Talk Update July 3, 2026
Think you can outsmart the market? Every geopolitical crisis makes investors wonder if it's time to sell, but history tells a different story. In this week's Stock Talk, I explore why headlines surrounding Russia, Ukraine, Iran, Israel, China, and Taiwan often create short-term fear while…
more -
2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over
The biggest risk in a volatile market may not be the pullback itself, it may be the decisions investors make because of it. In this Stock Talk episode, Chris Perras and Charles Scavone of Oak Harvest Financial Group break down the major forces shaping the second half of 2026, including corporate...
-
2H 2026 Market Outlook Preview - "In Some Years, Bull Riding Is Harder”
Is the 2026 bull market still intact, or is the harder part of the ride just beginning? In this Stock Talk preview, I walk through Oak Harvest’s Second Half 2026 Market Outlook livestream and explain what investors may want to watch as we move into the back half of the year, including S&P 500...
-
When Good Isn't Good Enough: Stock Talk Update, June 13, 2026
Can strong earnings still disappoint investors? In this week’s Stock Talk, I explain why “good” results are not always good enough in today’s stock market. Earnings season has been outstanding, with S&P 500 profit growth accelerating, margins remaining strong, and analysts raising expectations…
more -
Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences
Is the AI boom becoming the next dot-com bubble? In this video, I compare today’s AI-driven stock market with the 1999–2000 dot-com era, including the S&P 500, Nasdaq, semiconductor stocks, Fed policy, inflation, GDP growth, oil prices, and investor psychology. While today’s market has clear...
-
Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio
What does stagflation really mean? Not just the textbook definition of high inflation combined with weak or slowing economic growth, but what it feels like for consumers and investors when essentials like food, energy, and insurance keep rising while wages and job opportunities fail to keep up....
-
1q26 Earnings Season and AI Capex Cycle Updated
I’m breaking down the latest Q1 2026 earnings season update and why the AI capex boom may still have room to run. I cover accelerating S&P 500 earnings, record profit margins, rising EPS estimates, and how today’s cycle compares to the late-1990s Dotcom capex run. I also explain why higher oil...
-
Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026
In this Stock Talk, I bring the focus back to what has historically mattered most for stock prices over time: earnings. While headlines, geopolitics, oil prices, and Federal Reserve policy can create short-term volatility, I walk through current FactSet earnings data showing that many S&P 500...
-
It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026
Join me as I ask whether today’s AI investment cycle is truly an “obvious bubble” like the Dot-Com era, or whether the real story is more nuanced. I compare the stall-and-surge period of 1999–2000 with today’s AI acceleration into 2026, focusing on capex spending, the rise of agentic AI, market...
-
“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026
In today’s Stock Talk, I take a step back from the headlines and ask a question investors hear in every market cycle: is this time really different, or does it just feel that way? I walk through historical market data from major conflicts like World War II, Korea, Vietnam, and Iraq to show how...
-
AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 2, 2026
What if the AI boom isn’t another dot-com bubble at all, but the next great re-acceleration in markets? In this video, I break down the striking similarities and crucial differences between the 1999 dot-com capex cycle and today’s AI investment surge, including exploding data center demand, the...
-
Why Aren't Stocks Lower? Stock Talk Update, Friday March 27, 2026
What if the reason stocks aren’t falling harder in 2026 has less to do with headlines and more to do with what most investors are missing? In this video, I break down why the market has remained surprisingly resilient despite war-driven inflation, geopolitical tension, and elevated volatility…
more -
YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain?
This week, I break down why the market feels stuck and what’s really driving it. Stocks have now declined for three straight weeks, but this isn’t a typical selloff. Instead, we’re seeing a grinding, sideways market as inflation pressures quietly build again, led by rising oil prices and…
more -
Go Time: Stock Talk Update, Friday March 13, 2026
I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&P 500. In this update, I revisit the two headwinds and two tailwinds we outlined in our 2026 outlook and explain how rising inflation expectations,...
-
Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026
Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader economy? In this video, I walk through a widely discussed scenario analysis from Citrini Research that explores how accelerated AI adoption might...
-
Rotation Nation - Look Before You Leap: Stock Talk Update, Friday February 20, 2026
Why is the S&P 500 flat in 2026 while small-cap value stocks and high-dividend sectors are quietly outperforming? In this market update, you’ll gain clarity on what is really happening beneath a calm headline number and why this year has started with one of the widest return dispersions in…
more -
2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026
Is the biggest surprise of 2026 already happening, and almost no one sees it yet? I break down what investors should be watching in the S&P 500, earnings growth trends, AI-driven capital spending, and potential Federal Reserve policy shifts. You’ll learn how mid-term election cycles typically...
-
1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026
Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning signs for a choppy first quarter. Today I'm revisiting why our team expected inflation to cool faster in 2025, driven by easing shelter costs, slowing...
-
Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026
A Key Risk for 2026 emerged quickly. What sparked the sudden market pullback, and how should investors should think about it calmly and clearly? I discuss the impact of renewed tariff tensions, shifting inflation expectations, and why the VIX moved sharply higher, along with what the options and...
-
Volatility Speaks: Stock Market Update, Friday January 16, 2026
Do the Tradeable Volatility Markets think there are Road bumps coming? Turn on the financial news and you’ll hear the word “volatility” almost every day. But are markets really more volatile... or does it just feel that way? In this video, I break down what market volatility actually looks like…
more -
2026 Patience: Stock Market Update, Friday January 9, 2026
Patience may matter more than usual for investors in 2026. Our investment team remains constructive on equities this year, but we expect increased market volatility, especially in the first half of the year. I review historical stock market drawdowns, presidential election cycle data, Federal...
-
2026 1st Half Outlook: Part 3, New Federal Reserve Chair – Dovish BUT!
In Part 3 of Oak Harvest’s 2026 Market Outlook, I explain why our investment team believes 2026 could be a year of elevated market volatility and what history may suggest for long-term investors. We look at past market behavior during midterm election years, second years of presidential terms…
more -
Retiring Soon? Here’s What the Market May Do in 2026 (Market Outlook: Part 2 - Earnings)
If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning. In this episode, the investment team at Oak Harvest Financial Group shares its perspective on what investors may face in 2026, including the role of...
-
1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality
Here's your sneak peak of what our team expects for the 1st half of 2026 in the markets. I'll walk you through what investors can realistically expect when it comes to equity returns, market drawdowns, and volatility, and how those cycles tend to show up over time. You will come away with a…
more -
2026 Market Outlook Preview: In Some Years, Being a Bull Rider is Harder
Markets have gone up since Covid, but the ride has been anything but smooth. In this video, I break down why market pullbacks are not rare events, how often investors should expect volatility, and why even strong bull markets can feel uncomfortable along the way. If you have ever wondered why...
-
You Get What You Pay For: Stock Market Update, Friday December 5, 2025
Market volatility isn’t a Black Friday sale, and in this video, I walk through why investors may experience drawdowns even during strong long-term markets like the S&P 500. I share historical context around common pullbacks, how different market “factors” such as growth, value, and momentum…
more -
Technology Adoption Cycles: The AI Capex Spending Tsunami
Over the past decade, the “Magnificent 7” stocks grew rapidly by operating relatively asset-light businesses. But today, these same companies are allocating unprecedented amounts of capital to chips, servers, data centers, electricity, real estate, and AI infrastructure. My goal in this video is…
more -
What is a "K"-Shaped Economy? Stock Market Update, Friday November 21, 2025
What if I told you the shape of today’s economy might explain why some Americans feel prosperous while others feel like they are falling behind? In this episode of Stock Talk, I break down why economists are calling this a K shaped recovery and what that really means for consumers, workers, and...
-
Our Song Remains the Same: Stock Market Update, Friday November 7, 2025
Today I’m blending a little classic rock with market insight to cut through the noise of bearish headlines and bubble talk. You’ll hear why I don’t agree with comparisons to the late ’90s, what the data actually says about this V-bottom rally, and why history shows strength, not weakness, when...
-
AI Tech Stock Bubble? Stock Market Update, Friday October 24, 2025
Paul Tudor Jones recently said we’re in the “9th inning” of the AI tech stock bubble, the late stages of a market mania similar to 1999’s Dot-com peak. I don’t see it that way. In this week’s video, I break down why the data tells a different story, and why I believe we’re still early in the…
more -
4Q25 Outlook: "Let's Get it Started" - V-Bottom Month 7. Stock Market Update, Friday October 17, 2025
Are we seeing the top of the AI boom or just another milestone in a long-term growth story? In this week’s Market Update, I examines whether September 2025 will be remembered as the “top” of the AI trade, or if comparisons to the late-1990s Dot-com bubble miss the mark. I'll also give you...
-
A September to Remember: 21 Trading days. Stock Market Update, Friday October 10, 2025
Maybe five or ten years from now, we’ll look back and wonder if September 2025 was the top of the AI boom. Personally, I doubt it. For now, those who tuned out the “AI bubble” and “overvalued S&P 500” chatter are likely smiling after a strong third quarter. Today I'm going to review the data and...
-
V-Bottom Recovery: Month 6 – What to Buy. Stock Market Update, Friday Sept 26, 2025
In this week’s market update, I walk through the lessons from the sharp April selloff, why our team viewed it as a classic “V-bottom” recovery, and how history may guide what comes next. I compare today’s AI-driven market cycle with the Dotcom buildout of the late 1990s, highlighting which…
more -
V-Bottom Recovery-The Beat Goes On-What's Next? Stock Market Update, Friday Sept 19, 2025
Are we in the middle of a historic V-bottom recovery that mirrors the Dotcom boom, but this time fueled by AI? In this week’s update, I break down why I believe the Federal Reserve’s recent rate cut, the strength of the S&P 500 since April, and the powerful role of semiconductors all point to a...
-
When Doves Come to Town: Stock Market Update, Friday Aug 29, 2025
Will the stock market keep soaring toward 7,300–7,400, even with higher rates, global tensions, and Fed uncertainty? I'm going to break down what Jerome Powell’s dovish comments really mean, why the S&P 500 is hitting record highs, and what decades of market history reveal about Fed pauses and…
more -
Stocks at All Time Highs in August - Pleasantly Surprised: Stock Market Update, Friday Aug 22, 2025
Is history repeating itself? The S&P 500 near 6,450 is tracking the late ’90s Dot-com rally almost to the week, and it could signal more upside ahead. Find out why August 1st may mark the low for 2H 2025, why fears about interest rates and foreign bond selling are likely overblown, and how…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Retirement Focused Investment Stock Talk with Chris Perras, CFA®, CLU®, ChFC® Chief Investment Officer of Oak Harvest Financial Group.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.
HOSTED BY
Oak Harvest Financial Group
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Stock Talk have?
Stock Talk currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Stock Talk about?
Retirement Focused Investment Stock Talk with Chris Perras, CFA®, CLU®, ChFC® Chief Investment Officer of Oak Harvest Financial Group.Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest...
How often does Stock Talk release new episodes?
Stock Talk has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Stock Talk?
You can listen to Stock Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Stock Talk?
Stock Talk is created and hosted by Oak Harvest Financial Group.
URL copied to clipboard!