Stock Talk
Chris Perras, CFA®, Chief Investment Officer 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
January 30, 2026 • 6 mins
Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning signs for a choppy first quarter.
Today I'm revisiting why our team expected inflation to cool faster in 2025, driven by easing shelter costs, slowing wages, and productivity gains from AI, while also explaining why goods inflation may reaccelerate short term due to tariffs, reshoring...
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January 23, 2026 • 8 mins
A Key Risk for 2026 emerged quickly. What sparked the sudden market pullback, and how should investors should think about it calmly and clearly?
I discuss the impact of renewed tariff tensions, shifting inflation expectations, and why the VIX moved sharply higher, along with what the options and insurance markets may be signaling beneath the surface. Most importantly, I explain why periods of elevated volatility often create opport...
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January 16, 2026 • 10 mins
Do the Tradeable Volatility Markets think there are Road bumps coming?
Turn on the financial news and you’ll hear the word “volatility” almost every day. But are markets really more volatile... or does it just feel that way?
In this video, I break down what market volatility actually looks like as we head into 2026, a mid-term election year that has historically brought wider swings and heightened uncertainty. I walk through the da...
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January 9, 2026 • 6 mins
Patience may matter more than usual for investors in 2026.
Our investment team remains constructive on equities this year, but we expect increased market volatility, especially in the first half of the year. I review historical stock market drawdowns, presidential election cycle data, Federal Reserve transitions, inflation seasonality, and earnings growth expectations to explain why 2026 may be a more uneven investing year.
I a...
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January 2, 2026 • 5 mins
In Part 3 of Oak Harvest’s 2026 Market Outlook, I explain why our investment team believes 2026 could be a year of elevated market volatility and what history may suggest for long-term investors.
We look at past market behavior during midterm election years, second years of presidential terms, and periods when a new Federal Reserve Chair takes office. While history does not repeat exactly, understanding these patterns can help in...
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December 29, 2025 • 8 mins
If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning.
In this episode, the investment team at Oak Harvest Financial Group shares its perspective on what investors may face in 2026, including the role of corporate earnings growth, valuation considerations, interest rates, and the likelihood of increased market volatility.
We discuss:
- Wh...
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December 19, 2025 • 9 mins
Here's your sneak peak of what our team expects for the 1st half of 2026 in the markets. I'll walk you through what investors can realistically expect when it comes to equity returns, market drawdowns, and volatility, and how those cycles tend to show up over time. You will come away with a clearer understanding of how often pullbacks actually occur, why volatility is a normal cost of long-term investing, and how historical seasona...
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December 12, 2025 • 8 mins
Markets have gone up since Covid, but the ride has been anything but smooth.
In this video, I break down why market pullbacks are not rare events, how often investors should expect volatility, and why even strong bull markets can feel uncomfortable along the way. If you have ever wondered why markets seem to fall more often than headlines suggest, this will give you important perspective.
You will also get a sneak peek into how our...
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December 5, 2025 • 9 mins
Market volatility isn’t a Black Friday sale, and in this video, I walk through why investors may experience drawdowns even during strong long-term markets like the S&P 500. I share historical context around common pullbacks, how different market “factors” such as growth, value, and momentum rotate over time, and why style shifts can make it difficult to “change horses mid-race.”
I also review post-2020 index performance, recent...
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November 26, 2025 • 10 mins
Over the past decade, the “Magnificent 7” stocks grew rapidly by operating relatively asset-light businesses. But today, these same companies are allocating unprecedented amounts of capital to chips, servers, data centers, electricity, real estate, and AI infrastructure. My goal in this video is to give you clear context around these spending trends, how they compare to past investment cycles, and why investors are raising new ques...
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November 21, 2025 • 6 mins
What if I told you the shape of today’s economy might explain why some Americans feel prosperous while others feel like they are falling behind? In this episode of Stock Talk, I break down why economists are calling this a K shaped recovery and what that really means for consumers, workers, and long term investors.
Over the years, commentators have tried simplifying economic cycles with shapes like V or W. But what we are experie...
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November 7, 2025 • 4 mins
Today I’m blending a little classic rock with market insight to cut through the noise of bearish headlines and bubble talk. You’ll hear why I don’t agree with comparisons to the late ’90s, what the data actually says about this V-bottom rally, and why history shows strength, not weakness, when markets stay over key moving averages. By the end, you’ll walk away with a clearer, fact-based perspective on where we are in this bull mark...
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October 24, 2025 • 6 mins
Paul Tudor Jones recently said we’re in the “9th inning” of the AI tech stock bubble, the late stages of a market mania similar to 1999’s Dot-com peak. I don’t see it that way. In this week’s video, I break down why the data tells a different story, and why I believe we’re still early in the game, maybe the 3rd or 4th inning, not the 9th.
We’ll compare today’s AI-driven market cycle to the Dot-com era, review historical S&P 500...
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Are we seeing the top of the AI boom or just another milestone in a long-term growth story? In this week’s Market Update, I examines whether September 2025 will be remembered as the “top” of the AI trade, or if comparisons to the late-1990s Dot-com bubble miss the mark. I'll also give you perspective on market leadership, sector rotation, and what investors might expect as we enter the seasonally strong fourth quarter and the first...
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October 10, 2025 • 7 mins
Maybe five or ten years from now, we’ll look back and wonder if September 2025 was the top of the AI boom. Personally, I doubt it. For now, those who tuned out the “AI bubble” and “overvalued S&P 500” chatter are likely smiling after a strong third quarter.
Today I'm going to review the data and context behind what may go down as one of the strongest third quarters in recent history, and discuss why, historically, the fourth ...
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September 26, 2025 • 12 mins
In this week’s market update, I walk through the lessons from the sharp April selloff, why our team viewed it as a classic “V-bottom” recovery, and how history may guide what comes next. I compare today’s AI-driven market cycle with the Dotcom buildout of the late 1990s, highlighting which sectors have led year-to-date and what that might mean for investors as we head into year-end repositioning season. From technology and semicond...
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September 19, 2025 • 8 mins
Are we in the middle of a historic V-bottom recovery that mirrors the Dotcom boom, but this time fueled by AI? In this week’s update, I break down why I believe the Federal Reserve’s recent rate cut, the strength of the S&P 500 since April, and the powerful role of semiconductors all point to a bull market that still has room to run. I compare today’s market action to the late 1990s tech buildout, explain what history tells us ...
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August 29, 2025 • 9 mins
Will the stock market keep soaring toward 7,300–7,400, even with higher rates, global tensions, and Fed uncertainty? I'm going to break down what Jerome Powell’s dovish comments really mean, why the S&P 500 is hitting record highs, and what decades of market history reveal about Fed pauses and rate cuts. Drawing on almost 35 years of managing money, I show how today’s cycle mirrors the dot-com era, why liquidity drives markets ...
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Is history repeating itself? The S&P 500 near 6,450 is tracking the late ’90s Dot-com rally almost to the week, and it could signal more upside ahead. Find out why August 1st may mark the low for 2H 2025, why fears about interest rates and foreign bond selling are likely overblown, and how falling volatility points to stronger markets into 2026. Get the context you need to understand where we are in this bull market and what it...
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August 15, 2025 • 9 mins
Fears of a major pullback may be overblown - Watch today's video to hear which past cycles I believe today’s market is echoing. I also go over what we're seeing in earnings, volatility, and institutional positioning, why we remain bullish heading into late 2025 and 2026, and what sectors may lead the next leg higher. If you're curious about how we're adjusting our long/short hedged equity strategy, what lower bond volatility really...
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