Stifel Investment Strategy Brief Podcast
Stifel Investment StrategyHosted 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
| Publishes | Monthly | Episodes | 26 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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In this episode we provide a mid-summer update on the Middle East, AI, inflation, Fed policy, and market dynamics.
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In this episode we discuss the potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026.
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In this episode we provide an update on AI, inflation, and the Market’s Narrow Path.
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In this episode we provide an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence.
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In this episode, we discuss the U.S./Israel - Iran war and some tactical considerations, as well as four scenarios to move towards an off-ramp to peace.
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In this episode we continue our discussion around our outlook for 2026 and AI optimism, including some early evidence that market performance is broadening, even amidst pockets of volatility around some AI fears.
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In this episode, we cover in detail our report Outlook 2026: Rewiring Growth, where we discuss a look back at 2025, how AI can fuel improved productivity and new sources of economic growth, our positive outlook for the coming year, and our bear and b... more
In this episode we discuss the resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity.
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1. Thoughts on the Market
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Stifel Investment Strategy Brief Podcast launched 7 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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