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.

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#363
September 14 · 16 min
Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026
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. Historical comparisons aren’t forecasts. But it raises an important question: What evidence would tell us this AI cycle is nearing the end—and what evidence would suggest it may still be developing? In this episode of Stock Talk, we examine four major pieces of the argument: The historical Netscape-versus-ChatGPT market comparison, the spread of AI adoption and productivity, corporate earnings momentum, and today’s valuation and interest-rate risks. We also look at the massive increase in data-center construction, the difference between FOMO and what Ed Yardeni calls “Fabulous Earnings Momentum,” and evidence that market leadership has broadened beyond the Magnificent Seven. The goal isn’t to predict where stocks go next. It’s to ask a better question about where we may be in this technology and market cycle—and what evidence investors should watch from here. If you enjoy market analysis that looks at both the opportunity and the risk, subscribe to the channel and turn on notifications for future episodes of Stock Talk. If you’re approaching retirement and want to understand how markets, income needs, taxes, Social Security, withdrawal decisions, and risk fit into your personal retirement strategy, contact Oak Harvest Financial Group to start a conversation about your retirement plan. Important Disclosure: This content is for general informational and educational purposes only. It is not individualized investment advice or a recommendation to buy or sell any security or pursue any investment strategy. Investing involves risk, including possible loss of principal. Historical performance and historical comparisons do not guarantee or predict future results. Estimates and market data discussed in this video may change. YouTube Chapters These timestamps follow the actual uploaded cut. 00:00 AI vs. the Dot-Com Bubble 00:18 What If We’re Comparing It to the Wrong Year? 01:03 Four Tests for the AI Boom 01:33 The Netscape vs. ChatGPT Nasdaq Chart 02:45 Why the September 1998 Comparison Matters 03:07 Subscribe to Stock Talk 03:17 What Happened After 1998? 04:05 AI’s Real Economic Test: Productivity 04:52 AI Adoption Is Surging 05:47 The Data-Center Construction Boom 07:25 FOMO vs. Fabulous Earnings Momentum 08:07 What Earnings Are Telling Us 09:25 The Biggest Problem: Valuation 09:51 Stocks vs. 10-Year Treasury Yields 11:03 Is the Rally Broader Than AI? 11:47 The “Impressive 493” vs. Magnificent Seven 12:30 So Is This Another Dot-Com Bubble? 13:10 The Four Tests That Matter From Here 14:00 The Real Lesson From 1998 vs. 2000 14:36 The One Question Investors Should Ask 15:03 What This Means for Your Retirement
#362
September 4 · 15 min
Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm?
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, advertising and entertainment. But many technology investors still suffered enormous losses as valuations changed, interest rates rose and market leadership shifted. Could something similar happen during the AI boom? Rather than trying to predict an AI crash, Chris focuses on three signals that may help investors recognize whether market leadership is beginning to change: • STOCKS — Is technology continuing to dominate, or is leadership spreading into financials, industrials, energy, materials and international markets? • INTEREST RATES — What are the Federal Reserve, the 2-Year Treasury and the 10-Year Treasury telling us about the cost of money? • THE U.S. DOLLAR — Is the dollar strengthening and tightening global financial conditions, or weakening as commodities and international markets gain strength? Chris also explores a fascinating possibility: the massive infrastructure required to build artificial intelligence may eventually benefit businesses far outside traditional technology. AI data centers require electricity, copper, steel, cooling systems, transformers, natural gas, nuclear power, grid equipment and other physical infrastructure. Could the AI boom itself help create the next generation of market leaders? History doesn’t tell us exactly what happens next. But it can help investors recognize the conditions that have accompanied major changes in market leadership before. The important question may not be whether AI succeeds. It may be whether today’s investors are paying the right price for that future. If changing interest rates, inflation, market leadership or a different investment cycle has you wondering how your retirement plan could be affected, contact Oak Harvest Financial Group to schedule a conversation about your financial plan. Subscribe to Stock Talk for more conversations connecting market history with what’s happening in the economy and financial markets today. This material is for general education and information only. It isn’t individualized investment, tax or legal advice. Any mention of stocks, sectors, commodities or asset classes is for discussion only and shouldn’t be seen as a recommendation to buy or sell any investment. Investing involves risk, including the possible loss of principal. Past performance doesn’t guarantee future results. Advisory services are offered through Oak Harvest Investment Services, LLC, an SEC-registered investment adviser. SEC registration doesn’t mean the SEC or any other regulator endorses the firm, and it doesn’t mean a certain level of skill or training. #ArtificialIntelligence #StockMarket #Investing #AIStocks #MarketOutlook Chapters: 0:00 AI Can Win While AI Stocks Lose 1:44 Is AI a Bubble—or the Wrong Question? 2:44 What the Dotcom Era Can Teach Us 4:59 Signal #1: Watch Market Leadership 6:30 Could AI Create the Next Hard-Asset Boom? 7:13 Signal #2: Watch Interest Rates 9:09 Signal #3: Watch the U.S. Dollar 10:57 How Similar Is Today to the Dotcom Era? 12:06 The Biggest Lesson From the Dotcom Crash 12:58 Three Signals Investors Should Watch Now
#361
September 4 · 18 min
Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026
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 all. So what happens if the AI boom eventually creates a materials boom? In this episode of Stock Talk, we look back at what happened after technology stopped dominating the market around the dot-com era and examine whether investors could be seeing the early stages of another major shift in market leadership. After the Nasdaq peaked in 2000, some of the strongest investments of the following years weren't technology companies. Copper, gold, mining companies, materials and commodity-producing countries experienced enormous gains as China's rapid industrialization created a massive new source of global demand. Today's situation is different — but there may be an important similarity. AI data centers require enormous amounts of electricity. That means additional power generation, transmission lines, transformers, copper, steel and other physical infrastructure. According to the International Energy Agency, global data-center electricity consumption was approximately 415 terawatt-hours in 2024 and could reach roughly 945 terawatt-hours by 2030 under its Base Case. In this video, we explore: Why market leadership changed dramatically after the dot-com boom What created the commodity supercycle of the 2000s Why copper prices rose dramatically during that period How AI data centers are changing global electricity demand Why copper, power infrastructure, uranium, natural gas and electrical equipment could become increasingly important Why materials have historically underperformed the broader market for years What the XLB Materials ETF may be telling investors How limited mining investment could affect future commodity supply Why AI could eventually become as much an infrastructure story as a technology story What investors should watch for if market leadership begins to change The important takeaway isn't that technology stocks have to collapse or that commodities are guaranteed to enter another supercycle. It's that market leadership changes. The companies and sectors that dominated one investment cycle don't necessarily dominate the next. And if artificial intelligence continues growing, the next major investment story may not simply be the companies building AI. It may be the companies supplying the materials, electricity and infrastructure required to build the AI economy. If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1 This content is for educational and informational purposes only and should not be considered individualized investment, tax or financial advice. Investing involves risk, including the possible loss of principal.
#360
August 24 · 15 min
Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026
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 earnings estimates and different P/E assumptions, we'll walk through several illustrative scenarios for 2027—including what could potentially support an S&P 500 around 8,500, what could bring it closer to 7,200, and how a combination of falling earnings estimates and higher interest rates could create a much more difficult 6,500 scenario. In this video you'll learn: ✔ Why stocks and interest rates have both been rising ✔ Why earnings have been such an important driver of the market ✔ How higher Treasury yields can pressure stock valuations ✔ Why the S&P 500 can rise even while its P/E ratio falls ✔ How earnings and P/E multiples work together to determine market valuations ✔ What could support an S&P 500 around 8,500 ✔ What could push valuations toward 7,200 or lower ✔ The two numbers investors should be watching through 2026 and into 2027 The key isn't trying to predict exactly where the market will go. It's understanding what's driving it. If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1 Sources discussed: FactSet Earnings Insight S&P 500 earnings estimates 10-Year U.S. Treasury Yield Important Disclosure: This content is for educational and informational purposes only and isn't intended as individualized investment advice. Market scenarios discussed are illustrative and aren't predictions or guarantees of future results. Investing involves risk, including the possible loss of principal. 00:00 Something Strange Is Happening in the Stock Market 01:10 Earnings vs. Interest Rates: The Tug-of-War 02:08 Point 1: Earnings Are Winning 03:21 Where Earnings Could Go Next 04:51 Why Hasn't the Market Gone Even Higher? 05:00 Point 2: Interest Rates Are Fighting Back 05:38 How Stocks Can Rise While the P/E Falls 06:24 Why the 10-Year Treasury Matters 07:31 What Happens Next? 08:23 The Bull Case: S&P 500 Around 8,500 09:11 The Higher-Rate Case: Around 7,200 10:12 The Bear Case: Around 6,500 11:07 The Two Numbers Investors Should Watch 12:05 The Number That Explains This Market 13:00 The Biggest Risk to Stocks 13:38 What This Means for Your Retirement
#359
August 14 · 16 min
Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026
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 States and Japan stepped in to support the Japanese yen—an unusual development that raises an important question: could changing global financial conditions provide another source of liquidity at the same time earnings and AI investment remain strong? That doesn’t mean 2026 has to repeat 1999. Today’s largest AI companies are generating substantial revenue, profits, margins, and cash flow. But history shows that strong businesses, strong earnings, improving liquidity, and increasing investor enthusiasm can sometimes combine to produce powerful—and increasingly speculative—late-cycle markets. In this video, we break down: ✔ Why the 1999 dot-com comparison is becoming more interesting ✔ What strong corporate earnings are telling us about the market ✔ Why semiconductor earnings remain critical to the AI investment cycle ✔ How massive AI infrastructure spending could affect future returns ✔ Why the U.S.-Japan yen intervention matters ✔ What happened during the Y2K liquidity window in 1999 ✔ How interest rates and inflation expectations affect stock valuations ✔ Why liquidity could become an important market driver ✔ Four indicators investors should be watching from here ✔ What this environment could mean for retirees and people approaching retirement The goal isn’t to predict exactly what the market will do next. Instead, we believe investors should focus on the forces underneath the market: earnings, interest rates, AI investment, liquidity, and the dollar—and make investment decisions within the context of their own financial plan, income needs, time horizon, and ability to tolerate risk. If you’re retired or getting close to retirement and would like a second opinion on your investment and retirement plan, use the link below to schedule a free consultation with Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect 00:00 Is the AI Boom Starting to Look Like 1999? 00:42 The New Yen Intervention Signal 01:26 This Is Bigger Than AI 02:20 The Market Framework We’ve Been Using 03:10 What We Expected for the Second Half of 2026 03:52 Earnings Are Still the Engine 05:21 Are Stocks Too Expensive? 06:49 AI’s Massive Physical Buildout 07:45 The Biggest AI Spending Risk 09:02 Why Liquidity Changes the Story 09:23 What Happened in 1999 10:25 The 2026 Yen Intervention 11:12 The Interest-Rate Risk 11:58 The Real Question Investors Should Ask 12:18 What 1999 Can—and Can’t—Tell Us 13:23 Confidence and Caution 14:16 Four Things to Watch Now 15:34 Free Retirement Plan Consultation #StockMarket #ArtificialIntelligence #RetirementPlanning
#358
August 7 · 20 min
From Dot-Com Bubble to AI, “Situationally UnAware” Stock Talk Update August 7, 2026
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 successful AI-focused investment strategy reportedly suffered a severe short-term decline, despite being built around a technology trend that may continue growing for years. You’ll learn: • How a smart investment idea can become a crowded and leveraged trade • Why being right about a technology doesn’t guarantee investment success • How leverage can force investors to sell at the worst possible moment • Why the AI data-center and semiconductor buildout resembles the internet infrastructure boom • How interest rates, inflation, energy prices, and tighter liquidity can affect growth investments • Why retirees face greater consequences from concentration and major portfolio declines • Four warning signs investors may want to monitor during the AI investment cycle AI may change the world just as the internet did. But great technology doesn’t cancel the basic rules of investing. Price still matters. Cash flow still matters. Debt still matters. Diversification still matters. And the amount of time you have to recover still matters. If you’re retired or approaching retirement, your financial plan shouldn’t depend on one company, one technology, or one market trend working perfectly. To speak with the team at Oak Harvest Financial Group about building a retirement plan around your income needs, goals, time horizon, and risk tolerance, contact us today. Visit: https://oakharvestfg.com/ This video is provided for educational purposes only and is not intended as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Information and performance figures discussed in this video were obtained from third-party public reporting and have not been independently verified by Oak Harvest Financial Group. 00:00 The “Smartest Investor” Trade 01:09 Important Investment Disclaimer 01:20 Right About the Future, Wrong About the Investment 01:55 Three Dot-Com and AI Comparisons 02:23 Living Through the Dot-Com Bubble 03:43 The Recent AI Fund Warning 04:05 When a Great Idea Becomes Dangerous 04:33 Comparison #1: Concentration and Leverage 05:28 The New AI Investment Hero 06:20 How Leverage Magnifies Losses 06:43 The Reported 67% Decline 07:16 The Real Lesson for Retirees 08:09 Comparison #2: The Physical Buildout 08:37 What “Dark Fiber” Taught Investors 09:16 The Massive AI Infrastructure Boom 10:16 Why Semiconductor Cycles Turn 11:01 The Question Every AI Investor Should Ask 11:17 AI Is Making Big Tech More Asset-Heavy 11:52 Comparison #3: How the Dot-Com Bubble Broke 12:09 Liquidity, Y2K and Higher Interest Rates 12:43 When Valuations Lost Support 13:12 Why 2026 May Rhyme With 2000 14:14 How Today’s AI Boom Is Different 14:45 The New Risk Facing Profitable Tech Companies 15:43 The Problem Wasn’t the Technology 16:18 Why This Matters More in Retirement 17:00 Four AI Warning Signs to Watch 18:24 How to Invest Without Betting Your Retirement 19:10 Build a More Resilient Retirement Plan
#357
August 5 · 7 min
Inflation, and Two Other Threats to Your Retirement Savings: Stock Talk Update July 31, 2026
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 volatility. It may be the gradual loss of purchasing power as groceries, prescriptions, insurance premiums, utilities, transportation, and other living expenses continue to rise. Chris also explains: ✔ Why inflation is often called the silent wealth killer ✔ How higher interest rates can help savers but pressure bond prices and stock valuations ✔ Why energy costs affect far more than gasoline prices ✔ How oil, inflation, and interest rates create a financial chain reaction ✔ Why predicting every Federal Reserve decision is not a retirement strategy ✔ How diversification, liquidity, discipline, and quality investments can help build a more resilient retirement portfolio ✔ Why retirement planning should focus on meeting your needs before chasing your greed You cannot control inflation, interest rates, or oil prices—but you can control how your retirement portfolio is positioned and how you respond to changing conditions. Which of these risks concerns you most: inflation, interest rates, or energy prices? Share your thoughts in the comments. To speak with the Oak Harvest Financial Group team about building a retirement plan around your income needs, investments, taxes, healthcare, and long-term goals, contact us today. 00:00 The 3 biggest retirement risks right now 00:55 Risk #1: Inflation 01:27 Why inflation hits retirees differently 01:49 How inflation influences the Federal Reserve 01:57 Risk #2: Interest rates 02:07 The benefit of higher rates for savers 02:31 The trade-off of higher interest rates 02:36 The 100-year Austrian bond example 03:07 Interest rates and investment valuations 03:21 Risk #3: Energy prices 03:30 How energy raises costs throughout the economy 03:56 Cost-push inflation explained 04:05 Why energy may be the first domino 04:19 How the three risks are connected 04:43 Building a portfolio that can withstand all three 05:22 The biggest lesson for retirees 05:34 What investors can actually control 05:59 Final thoughts #RetirementPlanning #Inflation #InterestRates #RetirementInvesting #EnergyPrices #RetirementIncome #FinancialPlanning #Investing Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#356
August 5 · 10 min
SpaceX IPO: What We Learned. The Real Story is Investor Expectations
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. If you're considering investing in high-profile IPOs or simply want to become a more disciplined long-term investor, this is a lesson you won't want to miss. Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#355
July 17 · 7 min
S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026
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 between earnings, interest rates, price-to-earnings multiples, and free cash flow in simple terms so you can better understand what is really driving today's market—and what could unlock the next sustained rally toward 8,000 and beyond. If you're an investor trying to make sense of today's headlines without getting caught up in the noise, this episode will help you focus on the market fundamentals that matter most. Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#354
July 10 · 8 min
Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026
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 correlation and causation, using the Federal Reserve's balance sheet and the S&P 500 to illustrate why one chart rarely tells the whole story. Instead of chasing every news cycle, learn why long-term investors may benefit from focusing on the factors that have historically mattered most, including corporate earnings, cash flow, valuations, interest rates, and investor expectations. If you're looking for a calmer, more disciplined framework for understanding the markets, this episode is for you. 0:00 Economic Data Isn’t Perfect 0:27 Don’t Try to Predict Every Data Point 0:56 Why the Jobs Report Can Mislead 1:55 Revisions, Participation, and Full-Time Jobs 3:25 Correlation Is Not Causation 4:52 What Really Supported Stocks 5:51 The Investor Checklist Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#353
July 3 · 7 min
Market Timing – Are You That Good? Stock Talk Update July 3, 2026
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 sell and when to buy back, and why missing the recovery may be far more damaging than living through temporary volatility. If you're a retiree or pre-retiree wondering how world events could affect your portfolio, this discussion will help you separate emotion from evidence and focus on the long-term fundamentals that have historically mattered most. As always, this video is for educational purposes and is not individualized investment advice. 00:00 Introduction: Are You Really That Good at Market Timing? 01:56 Russia Invades Ukraine: What Actually Drove the Market? 05:16 Iran-Israel Conflict: Another Lesson in Market Resilience 07:17 Headlines vs. Earnings: What Really Moves Stocks? 08:34 The Problem with Market Timing 10:27 What History Continues to Teach Investors 11:40 Final Thoughts: Stay Disciplined, Stay Focused Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#352
June 26 · 22 min
2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over
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 be one of the most important drivers of long-term market performance, why volatility is a normal part of investing, and why trying to time the market can be especially risky for retirees and those approaching retirement. If you’re wondering whether to stay invested, adjust your allocation, or prepare for more market swings ahead, this conversation offers a practical look at what investors should be watching next. 00:12 1H Review + Volatility Setup 03:00 Earnings Resilience 06:51 Peak Earnings Growth / Rate of Change Risk 09:48 New Fed Chairman Risk 12:00 SpaceX / Capital Spending / Investment Discipline 13:05 Market Timing and Volatility 18:26 Dollar, Rates, and Normal Correction Statistics Watch the full 2nd Half 2026 Market Outlook Summit Here: https://youtube.com/live/DHdImrS1AX0?feature=share Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#351
June 19 · 10 min
2H 2026 Market Outlook Preview - "In Some Years, Bull Riding Is Harder”
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 our team believes the bull market may remain supported by strong corporate earnings and contained rates, while also acknowledging important headwinds such as slowing earnings growth, a new Fed chairman, and comparisons to the late 1990s technology cycle. Join Troy Sharpe, Charles Scavone, and me live on Tuesday, June 23, 2026, at 6:00 PM Central as we discuss stocks, bonds, energy, valuations, portfolio positioning considerations, and live Q&A in a fair and balanced, educational format. https://click2retire.com/2h2026-register Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#350
June 12 · 12 min
When Good Isn't Good Enough: Stock Talk Update, June 13, 2026
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 expectations already priced in. In this episode, I break down why companies like Broadcom, CrowdStrike, NVIDIA, Ciena, Celestica, Deere, and others saw mixed or negative stock reactions despite solid earnings. I also discuss what FactSet’s latest earnings data says about S&P 500 earnings growth, profit margins, sector leadership, technology stocks, energy stocks, materials, health care weakness, and the outlook for the market through the rest of 2026. The key takeaway: corporate fundamentals remain strong, but valuations and expectations are high. In this kind of market, companies need to beat expectations, raise guidance, and show continued acceleration. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#349
June 5 · 13 min
Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences
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. For long-term investors, retirees, and pre-retirees, the focus remains the same: stay disciplined, stay diversified, and watch earnings growth. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#348
May 15 · 8 min
Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio
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 and overregulation to reshoring, debt, and currency weakness. I’ll also cover the investment implications, including which areas have historically held up better, which have struggled, and how investors may want to think about building a more resilient portfolio focused on real assets, pricing power, stable growth, and diversification. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#347
May 8 · 7 min
1q26 Earnings Season and AI Capex Cycle Updated
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 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 why forward earnings estimates may suggest continued acceleration in revenue and EPS growth through 2026, while reminding investors that estimates can change and should not be treated as guarantees. The key takeaway is simple: in uncertain markets, it may help to stay disciplined, diversified, and focused on the underlying fundamentals that can drive long-term stock performance. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#346
May 1 · 5 min
Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026
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 why forward earnings estimates may suggest continued acceleration in revenue and EPS growth through 2026, while reminding investors that estimates can change and should not be treated as guarantees. The key takeaway is simple: in uncertain markets, it may help to stay disciplined, diversified, and focused on the underlying fundamentals that can drive long-term stock performance. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#345
April 24 · 10 min
It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026
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 why the foundation looks stronger this time: AI demand is already real, many leaders are profitable, and much of the speculative risk remains concentrated in private markets rather than public equities. Still, risks are rising as we potentially exit the “7th inning stretch,” so I believe investors should stay disciplined, diversified, and focused on real earnings, real demand, and long-term planning, not just excitement around the next big technology trend. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
#344
April 17 · 5 min
“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026
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 disruption and higher interest rates, while reminding viewers that corrections are a normal part of investing and long-term returns are still driven by fundamentals like earnings, innovation, and rates. My goal is to help investors stay grounded, avoid emotional decisions, and recognize that fear-driven selloffs can also create opportunity. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

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