Stock Talk

Oak Harvest Financial Group
  • 3.0 (1)
  • Investing
  • Updated Weekly

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.

  1. 3d ago

    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

  2. Aug 7

    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

  3. Aug 5

    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.

  4. Aug 5

    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.

  5. Jul 17

    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.

  6. Jul 10

    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.

  7. Jul 3

    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.

  8. Jun 26

    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.

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About

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.

Information

  • Creator
    Oak Harvest Financial Group
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2018 All rights reserved.
  • Show Website
    Stock Talk

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