Stock Talk
oleh Oak Harvest Financial Group
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AI's 1998 Moment? The Stock Market Is Sending Us a New Warning…
AI's 1998 Moment? The Stock Market Is Sending Us a New Warning…
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Retirement Focused Investment Stock Talk with Chris Perras, CFA®, CLU®, ChFC® Chief Investment Officer of Oak Harvest Financial Group.
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.
Episode
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- AI's 1998 Moment? The Stock Market Is Sending Us a New Warning. Stock Talk Update October 30, 2026 · 14 mnt · Episode 369Why can AI stocks fall while earnings estimates rise? Chris Perras examines valuations, AI financing and the debate over a cycle reset or deeper trouble. Why are AI stocks…
- 4Q26 Stock Market - Trick or Treat? Stock Talk Update October 23, 2026 · 14 mnt · Episode 368A strong S&P 500 doesn’t tell you how every stock is doing. And strong AI demand doesn’t necessarily mean easy financing for the companies building the infrastructure. In this…
- The AI Earnings Boom or AI Bubble? Stock Talk Update October 16, 2026 · 12 mnt · Episode 367Is the AI boom becoming an AI bubble? Growing earnings tell only part of the story when spending on data centers, chips, and infrastructure puts pressure on free cash flow. In…
- Will Higher Interest Rates Stop the Bull Market? · 11 mnt · Episode 366Are higher interest rates a red light for stocks—or a warning that needs more context? Chris Perras examines how earnings, valuations, and market breadth can influence the…
- Higher Interest Rates: A Threat or Opportunity for Retirement? · 16 mnt · Episode 365Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that…
- Higher Interest Rates: Headwind, Roadblock – or Opportunity? · 9 mnt · Episode 364Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing…
- Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026 · 17 mnt · Episode 363The 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…
- Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm? · 16 mnt · Episode 362What 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…
- Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026 · 18 mnt · Episode 361Artificial 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…
- Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026 · 15 mnt · Episode 360The 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…
- Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026 · 16 mnt · Episode 359Is 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…
- From Dot-Com Bubble to AI, “Situationally UnAware” Stock Talk Update August 7, 2026 · 20 mnt · Episode 358An 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…
- Inflation, and Two Other Threats to Your Retirement Savings: Stock Talk Update July 31, 2026 · 7 mnt · Episode 357Inflation, 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…
- SpaceX IPO: What We Learned. The Real Story is Investor Expectations · 10 mnt · Episode 356What 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…
- S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026 · 7 mnt · Episode 355Why 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…
- Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026 · 9 mnt · Episode 354Is 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…
- Market Timing – Are You That Good? Stock Talk Update July 3, 2026 · 8 mnt · Episode 353Think 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…
- 2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over · 22 mnt · Episode 352The 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…
- 2H 2026 Market Outlook Preview - "In Some Years, Bull Riding Is Harder” · 10 mnt · Episode 351Is 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…
- When Good Isn't Good Enough: Stock Talk Update, June 13, 2026 · 12 mnt · Episode 350Can 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…
