Stock Talk

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...

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 purcha...

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 ...

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 ...

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...