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.
125 episodes transcribedCan 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 ma...
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...
What does stagflation really mean? Not just the textbook definition of high inflation combined with weak or slowing economic growth, but what it feels...
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 ear...
In this Stock Talk, I bring the focus back to what has historically mattered most for stock prices over time: earnings. While headlines, geopolitics,...
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 c...
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, o...
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 simil...
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 vid...
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 t...
I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&...
Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader e...
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 ga...
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,...
Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning si...
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 dis...
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 d...
Patience may matter more than usual for investors in 2026. Our investment team remains constructive on equities this year, but we expect increased m...
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...
If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning. In...
