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

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

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.

View the Investment Strategy Brief slides related to this episode here

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

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

View the Investment Strategy Brief slides related to this episode here

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

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

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

In this episode, we discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on the economy and markets.

View the Investment Strategy Brief slides related to this episode here

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the markets. 

View the Investment Strategy Brief slides related to this episode here

Watch the video related to this episode here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

In this episode, we discuss how we’re watching for the uncertainty in the current environment to fade, including a focus on how recent equity market behavior compares to history.

View the Investment Strategy Brief slides related to this episode, here

Watch the video related to this episode, here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

 In this episode, we discuss some key areas of change in D.C. policy and the corresponding economic and market implications. 

View the Investment Strategy Brief slides related to this episode, here

Watch the video related to this episode, here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*

See omnystudio.com/listener for privacy information.

In this episode, we provide an update on how the economic and market environments are reacting to changes in Washington D.C., making some investors pessimistic and others optimistic about the future.

View the Investment Strategy Brief slides related to this episode, here

Watch the video related to this episode, here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

See omnystudio.com/listener for privacy information.

In this episode we discuss in depth our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. You can read the full report, watch a video summary, or view the replay of this week’s client webinar.

View the Investment Strategy Brief slides related to this episode, here

Watch the video related to this episode, here

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, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

See omnystudio.com/listener for privacy information.