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PODCAST

Stock Talk

Oak Harvest Financial Group

Chris Perras, CFA®, Capital Markets Strategist of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience.Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.

business investing

All Episodes

15:57

Higher Interest Rates: A Threat or Opportunity for...

Stock Talk ·

2026/10/05

Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that tradeoff mean for your retirement plan?In this Oak Harvest Roundtable recap, Chris Perras, Troy Sharpe, and Charles discuss how interest rates connect to retirement income, inflation, stock market valuations, and real estate. The conversation looks beyond the headlines to explore why higher rates don’t affect every investment—or

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15:30

Dotcom Bubble vs. AI Investment: Could the Federal...

Stock Talk ·

2026/09/04

What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices?In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can transform the economy without every stock connected to that technology delivering great investment returns. The Internet didn’t fail after the Dotcom crash. It went on to reshape commerce, communication,

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18:07

Living in a Material World: After AI (Dot-Com), What...

Stock Talk ·

2026/09/04

Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be another AI stock. As companies like Microsoft, Amazon, Google and Meta spend hundreds of billions of dollars building AI infrastructure and data centers, they're also creating enormous demand for something much more physical: electricity, copper, steel, transformers, natural gas, uranium, electrical equipment and the infrastructure needed to connect it

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15:13

Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock...

Stock Talk ·

2026/08/24

The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher.So why haven't higher rates stopped the stock market? In this episode of Stock Talk, we break down the tug-of-war between corporate earnings and interest rates and explain why earnings growth has been powerful enough, so far, to overcome the pressure of higher Treasury yields. We also look at what could happen next. Using S&P 500

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20:25

From Dot-Com Bubble to AI, “Situationally UnAware”...

Stock Talk ·

2026/08/07

An investor can be completely right about the future—and still lose money in the present.That happened during the dot-com boom. The internet really did change the world, but concentrated portfolios, extreme valuations, leverage, and tighter financial conditions still caused enormous investment losses. Now, a similar lesson is emerging from the AI investment cycle. In this video, we compare the dot-com bubble of 1998–2000 with today’s massive AI infrastructure buildout. We examine how a highly

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7:09

Inflation, and Two Other Threats to Your Retirement...

Stock Talk ·

2026/08/05

Inflation, interest rates, and energy prices may look like three separate financial risks—but they are deeply connected. In this episode, Chris Perras of Oak Harvest Financial Group explains how rising energy costs can contribute to inflation, how inflation influences Federal Reserve policy, and how higher interest rates can affect stocks, bonds, cash, and the long-term purchasing power of retirees. For retirees and those approaching retirement, the biggest danger may not be short-term market

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10:14

SpaceX IPO: What We Learned. The Real Story is...

Stock Talk ·

2026/08/05

What if one of the greatest companies ever built turns out to be a disappointing investment? In this video, I explain why this isn’t really a story about SpaceX—it’s a story about investor expectations, IPO hype, and the price you pay for even the most extraordinary businesses. Drawing on more than 35 years of investment experience, I compare today’s excitement around SpaceX to past market favorites like Amazon, Tesla, and the dot-com era, and show why great companies don't always make great stocks

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7:20

S&P 500 Why Not Much Higher? Stock Talk Update, July...

Stock Talk ·

2026/07/17

Why are so many Wall Street firms raising their S&P 500 targets, yet the market isn't surging higher? In this week's Stock Talk, I break down the two forces that are keeping the S&P 500 from making a much bigger move despite outstanding corporate earnings. We'll look at why accelerating earnings alone aren't enough when AI-driven capital spending is pressuring free cash flow, and how higher Treasury yields are limiting valuation expansion even as profits grow. I'll explain the relationship

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8:42

Everyone’s an Economist… But Does It Help? Stock Talk...

Stock Talk ·

2026/07/10

Is every jobs report, inflation update, or GDP release really telling investors what they need to know? In this week's Stock Talk, Chris Perras explains why successful investing is not about reacting to every economic headline or trying to predict the next government report. Using the latest employment data as an example, he shows how economic statistics are often revised months later and why headline numbers can paint an incomplete picture. Chris also breaks down the critical difference between

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7:43

Market Timing – Are You That Good? Stock Talk Update...

Stock Talk ·

2026/07/03

Think you can outsmart the market? Every geopolitical crisis makes investors wonder if it's time to sell, but history tells a different story. In this week's Stock Talk, I explore why headlines surrounding Russia, Ukraine, Iran, Israel, China, and Taiwan often create short-term fear while long-term market performance has historically been driven by corporate earnings and interest rates. Using recent market examples, I explain why successful market timing requires getting two decisions right, when to

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22:22

2H2026 Market Outlook Summit Highlights: The Market...

Stock Talk ·

2026/06/26

The biggest risk in a volatile market may not be the pullback itself, it may be the decisions investors make because of it. In this Stock Talk episode, Chris Perras and Charles Scavone of Oak Harvest Financial Group break down the major forces shaping the second half of 2026, including corporate earnings, peak earnings growth, interest rates, the U.S. dollar, a new Federal Reserve chairman, AI-related capital spending, and the excitement surrounding SpaceX. They also explain why earnings continue to

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10:16

2H 2026 Market Outlook Preview - "In Some Years, Bull...

Stock Talk ·

2026/06/19

Is the 2026 bull market still intact, or is the harder part of the ride just beginning? In this Stock Talk preview, I walk through Oak Harvest’s Second Half 2026 Market Outlook livestream and explain what investors may want to watch as we move into the back half of the year, including S&P 500 earnings growth, interest rates, inflation expectations, energy prices, AI-driven capital spending, potential Federal Reserve policy changes, and the risk of renewed market volatility. I’ll also preview why

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12:10

When Good Isn't Good Enough: Stock Talk Update, June...

Stock Talk ·

2026/06/12

Can strong earnings still disappoint investors? In this week’s Stock Talk, I explain why “good” results are not always good enough in today’s stock market.Earnings season has been outstanding, with S&P 500 profit growth accelerating, margins remaining strong, and analysts raising expectations for the rest of 2026. But several high-quality companies still sold off after reporting strong results because stocks do not just react to earnings, they react to how those earnings compare to

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8:10

Stagflation Nations: What, Where, Why, and How It Can...

Stock Talk ·

2026/05/15

What does stagflation really mean? Not just the textbook definition of high inflation combined with weak or slowing economic growth, but what it feels like for consumers and investors when essentials like food, energy, and insurance keep rising while wages and job opportunities fail to keep up.I’ll walk through where stagflation pressures are showing up around the world, including Europe, China, emerging markets, and the United States, and explain the major forces behind it, from energy shocks

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7:48

1q26 Earnings Season and AI Capex Cycle Updated

Stock Talk ·

2026/05/08

I’m breaking down the latest Q1 2026 earnings season update and why the AI capex boom may still have room to run. I cover accelerating S&P 500 earnings, record profit margins, rising EPS estimates, and how today’s cycle compares to the late-1990s Dotcom capex run. I also explain why higher oil prices and interest rates remain headwinds, but not roadblocks, when earnings growth is this strong.In this Stock Talk, I bring the focus back to what has historically mattered most for stock prices

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5:42

Keep Your Eyes on The Prize: Stock Talk Update,...

Stock Talk ·

2026/05/01

In this Stock Talk, I bring the focus back to what has historically mattered most for stock prices over time: earnings. While headlines, geopolitics, oil prices, and Federal Reserve policy can create short-term volatility, I walk through current FactSet earnings data showing that many S&P 500 companies are reporting positive earnings and revenue surprises, profit margins remain strong, and leadership is concentrated in areas like technology, materials, financials, and industrials. I also explain

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5:33

“This Time It’s Different… Or Not?” Stock Talk...

Stock Talk ·

2026/04/17

In today’s Stock Talk, I take a step back from the headlines and ask a question investors hear in every market cycle: is this time really different, or does it just feel that way? I walk through historical market data from major conflicts like World War II, Korea, Vietnam, and Iraq to show how markets have often recovered faster than emotions would suggest, even during periods of extreme uncertainty. I also explain why today’s environment feels so intense, from war and oil volatility to AI

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10:23

AI vs Dot-Com: Repeating History? Stock Talk Update,...

Stock Talk ·

2026/04/02

What if the AI boom isn’t another dot-com bubble at all, but the next great re-acceleration in markets? In this video, I break down the striking similarities and crucial differences between the 1999 dot-com capex cycle and today’s AI investment surge, including exploding data center demand, the rise of agentic AI, Nvidia’s role, private vs. public market risk, interest rates, and what all of it could mean for stocks, retirement portfolios, and long-term investors. I also explain why I believe we may

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8:17

Why Aren't Stocks Lower? Stock Talk Update, Friday...

Stock Talk ·

2026/03/27

What if the reason stocks aren’t falling harder in 2026 has less to do with headlines and more to do with what most investors are missing? In this video, I break down why the market has remained surprisingly resilient despite war-driven inflation, geopolitical tension, and elevated volatility, and I show you the three forces I believe are keeping stocks supported: lower consumer sensitivity to energy shocks, strengthening corporate earnings, and the potential for a more flexible Fed. After watching,

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7:19

YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max...

Stock Talk ·

2026/03/20

This week, I break down why the market feels stuck and what’s really driving it. Stocks have now declined for three straight weeks, but this isn’t a typical selloff. Instead, we’re seeing a grinding, sideways market as inflation pressures quietly build again, led by rising oil prices and escalating tensions in the Middle East. I’ll explain why the bond market is signaling “higher for longer” interest rates, how energy costs are feeding real-time inflation risk, and what that means for stocks going

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175 results

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