Stock Talk

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

S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026

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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Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026

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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Market Timing – Are You That Good? Stock Talk Update July 3, 2026

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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2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over

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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2H 2026 Market Outlook Preview - "In Some Years, Bull Riding Is Harder”

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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When Good Isn't Good Enough: Stock Talk Update, June 13, 2026

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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Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences

June 5, 2026 • 13 mins
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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Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio

May 15, 2026 • 8 mins
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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1q26 Earnings Season and AI Capex Cycle Updated

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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Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026

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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It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026

April 24, 2026 • 10 mins
Join me as I ask whether today’s AI investment cycle is truly an “obvious bubble” like the Dot-Com era, or whether the real story is more nuanced. I compare the stall-and-surge period of 1999–2000 with today’s AI acceleration into 2026, focusing on capex spending, the rise of agentic AI, market returns, valuations, and where risk is showing up. While today’s market has echoes of 1999, I explain w...
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“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026

April 17, 2026 • 5 mins
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&...
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AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 2, 2026

April 2, 2026 • 10 mins
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 stoc...
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Why Aren't Stocks Lower? Stock Talk Update, Friday March 27, 2026

March 27, 2026 • 8 mins
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 cor...
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YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain?

March 20, 2026 • 7 mins
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” inte...
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Go Time: Stock Talk Update, Friday March 13, 2026

March 13, 2026 • 8 mins
I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&P 500. In this update, I revisit the two headwinds and two tailwinds we outlined in our 2026 outlook and explain how rising inflation expectations, volatility tied to the presidential cycle, and a six-month market pause may be setting the stage for the next phase of the bull mar...
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Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026

February 27, 2026 • 9 mins
Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader economy? In this video, I walk through a widely discussed scenario analysis from Citrini Research that explores how accelerated AI adoption might pressure white-collar employment, consumer spending, housing, and credit markets by 2027–2028. Importantly, this is not Oak Harvest&rs...
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Rotation Nation - Look Before You Leap: Stock Talk Update, Friday February 20, 2026

February 20, 2026 • 8 mins
Why is the S&P 500 flat in 2026 while small-cap value stocks and high-dividend sectors are quietly outperforming? In this market update, you’ll gain clarity on what is really happening beneath a calm headline number and why this year has started with one of the widest return dispersions in decades. We walk step by step through the performance differences between growth and value, large caps and small caps, dividend strate...
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2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026

February 13, 2026 • 7 mins
Is the biggest surprise of 2026 already happening, and almost no one sees it yet?   I break down what investors should be watching in the S&P 500, earnings growth trends, AI-driven capital spending, and potential Federal Reserve policy shifts. You’ll learn how mid-term election cycles typically impact market volatility, what current earnings data may be signaling about valuation compression, and why this year could u...
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1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026

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, resho...
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