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Stifel Investment Strategy Brief Podcast

Stifel Investment Strategy

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:

Macroeconomic and Geopolitical Insights

Analysis of Markets and Related Insights

Developing or Fading Investment Themes

A more in-depth video version of each month’s brief and the presentation deck can be fou... more

PublishesMonthlyEpisodes26Founded6 years ago
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Latest Episodes

In this episode we discuss some drivers of the recent pullback in the equity markets and our views looking forward.

View the Investment Strategy Brief slides related to this episode here

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In this episode, we review the potential for a slowdown in the economy towards the end of the year, as well as the market implications and potential for a pullback in this elevated market environment.

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In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment.

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In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the markets.

View the Investment Strategy Brief slides related to this episode here

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1. Potomac Perspective with Brian Gardner
2. Thoughts on the Market
3. Barron's Streetwise
4. Barron's Live
5. Capital Ideas Podcast

How many episodes of Stifel Investment Strategy Brief Podcast are there?

Stifel Investment Strategy Brief Podcast launched 6 years ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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