Stock Talk
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.
Episodes
October 5, 2026 • 15 mins
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 ...
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September 28, 2026 • 8 mins
Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan?
In this episode of Stock Talk, Chris Perras explains how higher rates may affect bonds, stock valuations, real estate, annuities, and retirement income planning. He also looks at a key question for ...
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September 14, 2026 • 16 mins
The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong?
A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two cycles, today lines up closer to September 1998 than the March 2000 dot-com peak.
That doesn’t mean history will repeat. Histori...
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September 4, 2026 • 15 mins
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&rsqu...
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September 4, 2026 • 18 mins
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 g...
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August 24, 2026 • 15 mins
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 Trea...
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August 14, 2026 • 16 mins
Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely.
In this video, we examine the growing comparison between today’s AI-driven market and the final stages of the dot-com boom.
The comparison became even more interesting after the United ...
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August 7, 2026 • 20 mins
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 1998–20...
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August 5, 2026 • 7 mins
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...
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August 5, 2026 • 10 mins
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 Ama...
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July 17, 2026 • 7 mins
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 valu...
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July 10, 2026 • 8 mins
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 incomplet...
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July 3, 2026 • 7 mins
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 s...
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June 26, 2026 • 22 mins
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 exci...
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June 19, 2026 • 10 mins
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 polic...
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June 12, 2026 • 12 mins
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 ...
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Is the AI boom becoming the next dot-com bubble? In this video, I compare today’s AI-driven stock market with the 1999–2000 dot-com era, including the S&P 500, Nasdaq, semiconductor stocks, Fed policy, inflation, GDP growth, oil prices, and investor psychology. While today’s market has clear dot-com similarities, AI leaders are more profitable and better established than many internet stocks of the late 1990s....
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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 Un...
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May 8, 2026 • 7 mins
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 ...
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May 1, 2026 • 5 mins
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 li...
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