Stifel SightLines Podcast

Stifel SightLines Podcast

By Stifel Investment StrategyBusiness
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Stifel SightLines Podcast episodes

  • Firming Consumer Inflation Renews Focus on the Federal Reserve And Earnings

    In this episode we discuss how firming inflation has renewed the focus on Federal Reserve (Fed) policy, company earnings, market valuations, and the “magnificent seven” versus the rest of the market.

    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
  • Maintaining Composure During An Election Year

    In this episode, we discuss what to expect from the markets in a presidential election year.

    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.

    6 min
  • Spotlight No. 5: Outlook 2024: Embracing Change The AI Revolution

    In this episode, we summarize the article AI Revolution: Transforming Industries and Investments and discuss how artificial intelligence (AI) is influencing our investment decisions and changing our world.

    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
  • Spotlight No. 4: Outlook 2024: Embracing Change Geopolitical Risk Dashboard: A New World

    In this episode we review our outlook article Geopolitical Risk Dashboard: A New World, which appears in our report Outlook 2024: Embracing Change (report, video, and webinar replay).

    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
  • Spotlight No. 3: Outlook 2024: Embracing Change Our Scenarios

    In this episode, we explain our bear and bull scenarios included in our report Outlook 2024: Embracing Change. Here are links to our full report, video summary, and client webinar replay.

    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.

    6 min
  • Spotlight No. 2: Outlook 2024: Embracing Change

    In this episode we discuss the details of our outlook for 2024 captured in our report Outlook 2024: Embracing Change

    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.

    6 min
  • Outlook 2024 Spotlight No. 1: A Brief Summary

    In this episode, we again start the year by sharing a brief overview of our report - Outlook 2024: Embracing Change

    Here are links to the report, video, and [client webinar replay].

    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
  • The Fed Shares A Change in its Views for 2024 Monetary Policy

    In this episode, we discuss the results of the December Fed meeting, one example of the changes we’ll profile in our 2024 outlook next month.

    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
  • Beware of Recency Bias and the Allure of Strong Performance

    In this episode, we discuss recency bias, the strong results of the S&P 500 in 2023, and the importance of sticking to a long-term objective going forward. 

    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
  • 2023 Signposts for Finding Balance

    In this episode, we review the signposts we identified early in the year to monitor as we made our way to finding balance.

    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

About Stifel SightLines Podcast

From the publisher's feed

Stifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment.

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