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.
137 episodes transcribedThe 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 char...
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...
Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be anoth...
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...
Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift...
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 d...
Inflation, interest rates, and energy prices may look like three separate financial risks—but they are deeply connected. In this episode, Chris Perr...
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 ab...
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...
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 explai...
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...
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...
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 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...
