Stifel Investment Strategy Brief Podcast

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:

– Macroeconomic and Geopolitical Insights
– Analysis of Markets and Related Insights
– Developing or Fading Investment Themes

A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes.

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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

In this episode, we discuss the imbalances of 2022 and some signs that may help us find balance on several issues looking forward. As promised in the discussion, here is the link to our client webinar featuring Stifel’s Chief Washington Policy Strategist, Brian Gardner.

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View the Investment Strategy Brief slides related to this episode, here

Watch the video related to this episode, here

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The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

See omnystudio.com/listener for privacy information.