Stifel SightLines Podcast

By Stifel Investment StrategyBusiness

Stifel SightLines Podcast episodes

August 02, 2024 The U.S. Elections Take Shape: Investment Implications
In this episode, we discuss the market and investment implications of the 2024 U.S. elections. We also invite you to watch the replay of our recent client webinar on the topic.

To read this week's Sight|Lines, click 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.
8 min
July 25, 2024 The U.S. Elections Take Shape: Platform and Policy Implications
In this episode, we discuss the upcoming U.S. Elections and the platforms of the presidential candidates. We invite you to view our related Client Webinar on the topic, featuring Stifel’s Chief Washington Policy Strategist Brian Gardner.

To read this week's Sight|Lines, click 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.
12 min
July 19, 2024 The Speed of Market Rotation: Staying the Course
In this episode, we discuss market rotation and offer an illustration of how results for a long-term investor can be eroded by chasing performance.

To read this week's Sight|Lines, click 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.
7 min
July 11, 2024 Markets Are Poised for Rotation: What To Do, and Not To Do
In this episode, we discuss recency bias, a possible market rotation, and why some actions may be warranted and others not.

To read this week's Sight|Lines, click 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.
10 min
June 28, 2024 One Headwind to AI Optimism: The Looming U.S. Fiscal Transition
In this episode, we discuss a recent Congressional Budget Office 2024 budget update pointing to even higher deficits and debt, and the looming Fiscal Transition in our economy.

To read this week's Sight|Lines, click 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.
10 min
June 21, 2024 The 2024 Global Election Supercycle: Implications for the U.S. Elections
In this episode, we discuss meaningful power shifts in global elections and the implications for us here in the U.S.

To read this week's Sight|Lines, click 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.
7 min
June 14, 2024 The Fed Sees Improving Inflation Yet Signals Higher Rates Through 2024
In this episode, we unpack the results of the June Fed meeting and the interplay of two recent improved inflation reports.

To read this week's Sight|Lines, click 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.
8 min
May 31, 2024 The U.S. Dollar as the World’s Reserve Currency: Secure in the Near Term, But…
n this episode, we discuss risks to the U.S. dollar status as the world’s reserve currency.

To read this week's Sight|Lines, click 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.
8 min
May 23, 2024 Learnings From the Stifel Blueprint Conference
In this episode, we share a summary of some of our learnings from the Stifel 2024 Blueprint conference.

To read this week's Sight|Lines, click 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.
8 min
May 09, 2024 Putting Behavioral Finance in the Palm of Your Hand: The Stifel Financial ID
In this episode, we review the Stifel Financial ID, which helps clients understand themselves a little better and work even more effectively with their Stifel Financial Advisor.

To read this week's Sight|Lines, click 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.
9 min