
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
| Publishes | Monthly | Episodes | 26 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this episode we discuss some drivers of the recent pullback in the equity markets and our views looking forward.
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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.
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Apple Podcasts | #195 |
Listeners, social reach, demographics and more for this podcast.
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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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