All Episodes
Stifel SightLines Podcast — 112 episodes
Second-Quarter Earnings: A High Bar Cleared – Mostly
A New Chapter at the Fed: What Two Meetings Have Shown
Coercive Diplomacy: The Managed Off-Ramp Is Proving Bumpy
The Warsh Fed’s Five Task Forces: A Balanced Review and Debate
Second-Quarter Earnings: Lofty Expectations
Our Second Half Outlook: The Rewiring of Growth Creates Some Heat
A Managed Off-Ramp Takes Shape: Markets, Inflation, and the Fed
Interest Rates Worries: Higher for Longer?
Supply and Demand Are Both Keeping Inflation in Focus
Geopolitical Risk as a New Normal: Investing in a More Fragmented World
AI and the Future of Work: Efficiency, Demand, and the Jevons Effect
Artificial Intelligence: From Promise to Measured Impact
UAE Leaves OPEC: The Rising Role of the U.S. in Global Energy Markets
The Kevin Warsh Nomination: The American Process Is Working
Iran Conflict: The Hidden Shortages That May Matter Most
An Update on Private Credit
Global Impacts of the U.S./Israel-Iran Conflict
The Fed Holds Rates Steady As Financial Conditions Tighten And Markets Further React to the Conflict
Unpacking Motivations: Four Scenarios to an End to the War With Iran
Iran Conflict: What Happened, and What It Means for Markets
Meme Trades, Media Amplification, and Recent “AI Scares”
Policy Execution and Reform Support Japan Equities
AI Optimism Abounds, but Some Industries Are Punished with Indiscriminate Selling
The Nomination of Kevin Warsh: His Leadership and Approach May Smooth Out How We Experience Risk
Are Precious Metals Signaling Investor Worries?
Outlook 2026: Rewiring Growth Spotlight No. 3: Our Bear Case and Bull Case Scenarios for 2026
Outlook 2026: Rewiring Growth: Spotlight No. 2: Our Economic and Market Outlook for 2026
Outlook 2026: Rewiring Growth Spotlight No. 1: A Brief Summary
AI at Home and at Work: Signs of Real Impact
The Fed Cuts Rates… And Signals a Possible Pause
A Diversity Of Thinking: The Fed Will Debate, But Will It Cut?
U.S. Reshoring and Nearshoring: A Sustainable Economic Tailwind
A Credit Market Check-In: Limited Risks or Systemic Issues?
The Job Market Is Cooling, Not Collapsing
Third Quarter Earnings: Signs of Trouble or Resilience?
Don’t Wait for the Pullback: Steps to Take in a Resilient Market
What if the Fed Disappoints? Consider the Market Implications
Artificial Intelligence in the Digital Realm: Security and Finance
Artificial Intelligence in Healthcare: Early Results and Future Potential
Artificial Intelligence as a New Tailwind: Productivity, Power, and Profits
Artificial Intelligence in Focus: Will AI Replace Work – Or Rewire It?
Relating Issues in the Current Environment: Stifel’s Geopolitical Risk Dashboard
Navigating Crosswinds: The Struggle Between Risk and Resilience
Learning From Next Generation Investors: Stifel's 2025 Intern Survey
Inflation Firms a Little, but Softening Job Market Data May Still Lead to Fed Cuts
Our Second Half Outlook: Animal Spirits Are Proving to Be a Driving Force in 2025
Middle East War: Risks of Further Escalation, Higher Inflation, and Economic/Market Fallout
Labor Market Firm and Inflation Cooling: When Will the Federal Reserve Cut Rates?
U.S. Fiscal Challenges: Growing Spotlight on an Unsustainable Path
Strong Q1 Earnings, but Are We Seeing the First Cracks?
U.S. Debt May Be “Money Good” For Now But the Downgrade is Another Negative Signal
Helpful Insights from Stifel’s Blueprint Conference: The Economy, Markets, and Innovation
Negative Headlines Threaten Confidence, but U.S. Resilience May Prevail
Trump 2.0’s First 100 Days: Actions, Uncertainty, and Mixed Data
Reflections on Equity Market Volatility
Unpacking the Market Dynamics of Tariffs, Inflation, and Recession Fears
The Tariff Pause Highlights How Trump’s Trade War Is Much About U.S.-China Competition
Trade Policy Clarity, Economic Uncertainty: The Investment Implications of President Trump’s “Liberation Day”
Economic and Market Insights From the March Federal Reserve Meeting
Animal Spirits Are in Focus: A Look at Some Soft and Hard Data
While Some Caution Is Warranted, There’s No Need for Panic
Signals From the Noise: How Our 2025 Base Case Might Unfold
Putting Our Bull Case Scenario in Focus: Investment Topics for Optimistic Investors
Putting Bear Case Scenarios in Focus: Investment Ideas for Times of Trouble
DeepSeek, AI, and U.S.-China Competition
Outlook 2025 Spotlight No. 3: The World in 2035: From Vision to Value
Outlook 2025 Spotlight No. 2: Our Outlook for the Year
Outlook 2025 Spotlight No. 1: A Brief Summary
The Federal Reserve Signals a Slower Rate Cut Cycle
Year-End Reflections
The Shift in Government May Impact Earnings in 2025
Tariffs, Inflation, and Federal Reserve Policy: Slow and Steady
Looking Further at the Implications of the 2025 Transition of Power in Washington, D.C.
Republicans Win Big in 2024: Economic and Market Implications
Positive Economic Results May Be Giving Way to a Slowdown Soon
2024 U.S. Elections Are Close, What Does That Mean for Investors?
The U.S. Debt Trajectory: The Need for a Fiscal Transition
An Update – From Vision to Value: Our Long-Term Investment Themes
After the Election: Challenges and Opportunities
Heightened Geopolitical Risk and a Slowing Global Economy Threaten the Soft Landing
The Federal Reserve Cuts Rates 50 Basis Points: “Threading the Needle” Will Be Tough
Will Rate Cuts Be Enough to Sustain the Bull Market, or is a Bear Market Inevitable?
Reprise: Get Ready for Market Volatility, In One Direction or the Other
A Positive Earning Season
Softer economic data roils markets: Setting up for a breakout market
The U.S. Elections Take Shape: Investment Implications
The U.S. Elections Take Shape: Platform and Policy Implications
The Speed of Market Rotation: Staying the Course
Markets Are Poised for Rotation: What To Do, and Not To Do
One Headwind to AI Optimism: The Looming U.S. Fiscal Transition
The 2024 Global Election Supercycle: Implications for the U.S. Elections
The Fed Sees Improving Inflation Yet Signals Higher Rates Through 2024
The U.S. Dollar as the World’s Reserve Currency: Secure in the Near Term, But…
Learnings From the Stifel Blueprint Conference
Putting Behavioral Finance in the Palm of Your Hand: The Stifel Financial ID
Inflation, the Federal Reserve, and Higher for Longer Trigger Weak April Market Performance
The Protectionist Vote: How Are Elections Shaping Global Trade?
First Quarter Earnings Season: Insights Into Forward Guidance
AI Will Change Our Future; It’s Transforming Our World Today
A Strong First Quarter 2024: We’re (Still) Watching for a Slowdown
No March Change in Monetary Policy Will the Federal Reserve Paint Itself into a Corner?
The Ides of March: Watching for a Slowdown
The 2024 Election Supercycle Brings Into Focus an Evolving World Order
Equities Have a Strong Start in 2024, Warranting a Further Focus on Earnings
The Federal Reserve's January Meeting Minutes Highlight Strengths and Vulnerabilities
Firming Consumer Inflation Renews Focus on the Federal Reserve And Earnings
Maintaining Composure During An Election Year
Spotlight No. 5: Outlook 2024: Embracing Change The AI Revolution
Spotlight No. 4: Outlook 2024: Embracing Change Geopolitical Risk Dashboard: A New World
Spotlight No. 3: Outlook 2024: Embracing Change Our Scenarios
Spotlight No. 2: Outlook 2024: Embracing Change
Outlook 2024 Spotlight No. 1: A Brief Summary