Stifel SightLines Podcast
Stifel Investment StrategyStifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, inclu... more
| Publishes | Weekly | Episodes | 100 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this episode, we break down the Warsh nomination and why a Warsh-led Fed would likely de‑emphasize forward guidance, refocus on inflation credibility, and rely more on market signals. For investors, this would mean less prepackaged guidance and le... more
In this episode, we examine upstream supply disruptions due to the U.S./Israel‑Iran conflict, why their impact can appear isolated at first, and what investors should watch as pressures move downstream.
To read this week's Sight|Lines, click here. more
In this episode, we examine growing attention on private credit defaults and redemptions, why stress appears isolated, and what investors should watch next.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not ... more
In this episode, we discuss how it is important to prepare for an extended conflict in the middle east, and how such a prolonged conflict may impact our lives…and our markets.
To read this week's Sight|Lines, click here.
The views expressed in th... more
In this episode we discuss how markets are reacting to fast moving military actions in the Middle East, with the Fed feeling pressure to hike AND cut rates. We unpack the recent Fed meeting, the latest market reactions to tht conflict, and implicatio... more
In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We’ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party an... more
In this episode, we discuss the market impact of the war between the US, Israel, and Iran. We analyze how energy prices have climbed and why we've seen a surge in volatility and a downturn in global equity markets over the past week. We also explore ... more
In this episode we discuss how AI-scare trades can take on meme characteristics—media amplification and market mechanics can fuel fear and volatility. We share a simple framework to separate fundamental disruption from temporary panic and stay discip... more
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| Listeners per Episode | Gender Skew | Location | |||
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Which podcasts are similar to Stifel SightLines Podcast?
These podcasts share a similar audience with Stifel SightLines Podcast:
1. Stifel Investment Strategy Brief Podcast
2. Potomac Perspective with Brian Gardner
3. Macro Voices
4. The Meb Faber Show - Better Investing
5. Barron's Live
How many episodes of Stifel SightLines Podcast are there?
Stifel SightLines Podcast launched 6 years ago and published 100 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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